Service Representative Office Administrator

Susan J Radinsky

** **** **** ***** • Huntington, New York United States 11743 • 631-***-**** • *********@*****.*** Objective Strategic,tireless and organized professional seeking to utilize 15+ years service, sales, operations and leadership experience in a position where a desire to drive customer experience and revenue can be fully utilized. Work Experience 11/2021 - Present Sterling National/ Webster Bank, Jericho, New York Customer Care Associate

Accountable for hitting the expected the daily operational Service Level to customers through product and service information training over the phone and being first level escalation point for critical issues.

Took daily call volume of 60 to 90 calls a day on average.

Educated customers on products and service offerings

Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.

Showed leadership potential by assisting fellow agents with questions on accounts and procedures.

Informed clients by explaining procedures; answered questions; providing information

12/2019 - 11/2021 TIAA Bank, Islandia, New York

Client Service Representative

Maintain integrity of brand by proof reading all bank applications submitted by email, mail and retail bank locations.

Adjust interest rates on bank products.

Process and update information on new and existing applications.

Open and fund new accounts.Close existing accounts. 03/2018 Edward Jones, Farmingdale, New York United States Branch Office Administrator

Received highest score from compliance branch audit 5 months into role as Branch Office Administrator.

Responsible for maintaining office standards according to Edward Jones Policies and

FINRA.

Responsible for correspondence with clients, wholesalers and home office.

anage book keeping and office expenses.

Maintain scheduling for the branch.

03/2016 - 07/2017 JP Morgan Chase, Sayville, New York United States Private Client Banker

Maintained and exceeded monthly sales objectives.

Managed book of 600 affluent branch clients.

Served as primary liaison between Financial Adviser, Loan Officer and Business Specialist.

Managed banking relationship, and through creating relationships made sure all short term and long term financial objectives were addressed.

04/2014 - 04/2015 David Lerner Associates, Syosset, New York United States

Financial Councilor

Won Rookie of the year 2015.

Cold called in person and by phone.

Worked alone and with company executives to identify new business opportunities.

Closed sales alone and with company executives.

11/2010 - 04/2014 Axa Advisors, Melville, New York United States Financial Advisor

Cold called in person and by phone.

Presented and prepared prospects with financial planning recommendations.

Introduced new clients to the firm.

Closed sales.

Education 1987 - 1990 Fashion Institute of Technology, Manhattan, New York United States

Associates in Advertising and Communication

Skills Series 7, Series 63, Life and Health License Proficient in Windows, Word, Excel and Power Point Customer Service

Financial Planning

Cold Calling

Sales

Event Planning

Book keeping

Scheduling

Fluent in Spanish

Contact this candidate