Financial Client Advisor — JP Morgan Chase Bank - June 2000 to August 2013
* Served as a liaison to respond to bankers and customer concerns to resolve/research
problems.
* Process credit applications interview prospective applicants for credit/credit line
increase.
* Proven track record of sales management and minimizing bank losses and solicitation/
sales.
* Investigate and resolve customer’s inquiries concerning fees, billing and credit rating.
Commercial Account Representative - MCI/WorldCom — September 1995 to
March 2000
* Resolved customer’s inquires on incorrect billing and collected 3 million dollars
monthly.
* Plan coordinate and implement various order for long distance/local services for frame
relay.
* Analyze and review reports to recommend approval for circuit design on
telecommunication.
* Interface with various departments to schedule and install these circuits system.
Profile
* Experienced professional with a successful career in banking in management of
accounts in business development.
¢ Aneffective manager of accounts with skills necessary to direct, train and sale
* Excellent interpersonal, analytical and proactive approach has resulted in
capturing numerous accounts and expanding client base with professional sales/
customer service skills.
* Self-starter high level of communication and retention of accounts.
* Demonstrated skills in public presentation and ability to interview applicants.