Remote Customer Service Coordinator Candidate

Faith Andersen-Eckert

Staten Island, NY 917-***-**** *****.*.********@*****.***

Professional Summary

Business Development Leader and Financial Strategist with 10+ years of experience building, managing, and expanding high-value client portfolios. Proven success in driving revenue growth and market expansion through strategic prospecting, relationship management, and effective CRM utilization. Skilled at cultivating long-term client partnerships using consultative sales strategies and market insights to deepen loyalty and achieve business objectives. Education and Credentials

Bachelor of Science in Business Management, Economics & Finance SUNY Empire State, December 2024 Series 17-55 - New York State Life,

Work Experience

Renovate Pro Montgomery, NY

Office Manager & Bookkeeper

● Implement day-to-day accounting operations, with functional responsibility for accounting, accounts payable, payroll

● Maintain accurate cash handling procedures by meticulously documenting all deposits, withdrawals, and electronic transactions, consistently reconciling cash activity against company financial records to guarantee complete accuracy

● Actively collaborated with owner to review and discuss submitted bids, identifying areas for profits

● Manage supplies and vendors

● Implement and maintain office administrative systems Hudson Valley Credit Union Chester, NY

Universal Branch Associate August 2019 – Month 2021

● Managed full branch operations by streamlining credit union processes, leading to enhanced operational efficiency and increased branch profitability

● Handled large cash and financial transactions by analyzing financial data, ensuring regulatory compliance, and reducing operational errors

● Resolved fiscal discrepancies and customer issues by investigating financial information and providing tailored solutions by cross selling sold financial products and services by identifying customer needs Member Services Roles

Sam’s Club & BJ’s Wholesale Club

2016 – 2019

• Drove membership and credit card sales by delivering value-focused customer

• Interactions Resolved member inquiries to improve loyalty and satisfaction JPMorgan Chase Securities Staten Island, NY

Financial Advisor February 2013 – May 2015

● Managed investment portfolios for high-net-worth clients by devising and implementing multi-strategy investment methodologies, optimizing long-term financial growth and stability

● Assessed client financial positions and risk tolerance by conducting thorough evaluations, recommending tailored asset allocations, and achieving clients' short and long-term financial objectives

● Reinforced compliance with industry regulations by collaborating with FINRA, NYSE, SEC, internal auditors, and compliance departments, proactively addressing potential issues and mitigating regulatory risks Citigroup Global Markets Staten Island, NY

Vice President/Financial Advisor February 2005 – February 2013

● Administered a $250 million book of business by leveraging market insights and strategic investment planning, achieving a 40% portfolio growth over 2 years

● Increased revenue by 40% year-over-year by cultivating relationships and generating referrals through targeted networking and excellent client service

Skills

Business Development, Client Acquisition & Retention, Relationship Management, Book of Business Growth, CRM Optimization, Consultative Sales, Revenue Generation, Financial Solutions, Investment Management, Risk Mitigation, Market Analysis, Compliance, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

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