Customer Service Financial Services
Resume:
Douglas R. Arthur
Financial . Services Professional
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*************@*****.***
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Sun City, AZ 85351-3344
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PROFESSIONAL SUMMARY
Results-driven financial services professional with a proven track record of providing exceptional customer service. Skilled in operations management and regulatory compliance, with a talent for strategic planning. Known for fostering strong client relationships and achieving high levels of customer satisfaction through effective communication and problem-solving. SKILLS
Continuous Improvement
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Business Development & Growth
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Regulatory Compliance
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Proposals Development
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Market Research & Analysis
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Project Management
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Team Leadership & Training
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Hiring & Onboarding Process
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Communication & Collaboration
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Customer Satisfaction & Support
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EXPERIENCE
ASSOCIATE FINANCIAL SERVICES PROFESSIONAL, Phoenix, AZ Charles Schwab & Co., Ltd., July 2022-March 2023
Coordinated and communicated with clients to evaluate needs and direct them to the appropriate department or party.
Achieved client satisfaction in a continuous call environment by demonstrating exceptional customer service.
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BANK TELLER, Peoria, AZ Wells Fargo Bank, October 2016-October 2021
Assisted customers and non-customers, as well as business clients, with their financial transactions, with a strong emphasis on superb customer service and introducing digital enhancements and options to a diverse public.
Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier's checks.
Ensured all documentation and paperwork with regulatory compliance by maintaining records of each transaction.
Facilitated customers with opening/closing checking accounts, credit cards, and savings accounts.
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CONSULTANT, San Francisco, CA
Various Small Businesses, January 2004-January 2006
Collaborated with clients on marketing materials as well as technical documentation of Standard Operating Procedures for small firms and private businesses.
Cultivated productive client relationships leading to repeat and increased business.
Collaborated with management to plan and design promotional programs for revenue optimization.
Developed successful solutions tailored to clients' specific requirements.
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VICE PRESIDENT, San Francisco, CA
Bank of America, January 2001-September 2004
Spearheaded Investment Banking (IB) Division's Marketing Department in the development of an online Capabilities Guide for Investment Bankers and Corporate clients.
Steered development and administration of multi-million-dollar annual budgets.
Created and managed all content management guidelines.
Successfully interpreted results for investor relations, corporate communications, advertising, and other business groups by collaborating with marketing relationship managers and business managers to obtain rankings and awards information on a quarterly basis.
Managed and mentored 2 full-time employees in the collection of financial information for 80+ international business units.
Efficiently maintained editorial control over capabilities to guide website content, auditing, and editing as required.
Extensively supported internal and external company websites, including www.bankofamerica.com.
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EDUCATION
PH.D. IN DRAMA, Stanford, CA
Stanford University, June 1979
BACHELOR OF ARTS IN ENGLISH LITERATURE, Pittsburgh, PA University of Pittsburgh, June 1971
CHOSEN FOR FELLOWSHIP TO LIVE AND STUDY IN MUNICH TO COMPLETE MY DISSERTATION FOR STANFORD UNIVERSITY. MUNICH, BAVARIA, FEDERAL REPUBLIC OF GERMANY.
QUALIFICATIONS SUMMARY
• Detail-oriented and analytical professional highly regarded for leadership and specialized excellence in all areas of finance.
• Instrumental in examining/understanding business needs and offering comprehensive reports for external groups while exceeding expectations.
• Success in increasing efficiency and productivity by directing teams, and delivering leadership direction and support.
• Strategic leader with commendable expertise in developing/implementing effective strategies to ensure a smooth flow of financial operations with focus on continuous improvement.
• Ability to work independently as well as in collaborative and fast-paced environments. Out-of-the-box thinker, and creative problem-solver with exceptional communication, leadership, attention to detail, relationship-building, and analytical skills; fostering long-term professional relationships with key stakeholders. WEBSITE, PORTFOLIO AND PROFILES
https://linkedin.com/in/douglasarthur/
CERTIFICATIONS
Arizona Insurance Producer -- Life, Health & Accident ACCOMPLISHMENTS
Demonstrated success in collecting, writing, editing, and web-published marketing in 80+ investment banking business units for Bank of America, enabling compliance review entirely online.
Managed/maintained site and developed new material to support HR capabilities, as well as collaborated in the launch of Bank of America's first HR website.
Held successful career as Writer and Editor for multiple Wall Street firms, including Drexel Burnham Lambert, Shearson Lehman Brothers, and Merrill Lynch.
REFERENCES
References available upon request.
AWARDS
"Spirit of Diversity" Award from Bank of America for leading global teams to excellence. April, 2004.
"Golden Spoke" Award from Wells Fargo Bank for exceptional customer service. October, 2016.
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