customer service rep

Shannon L. Regan

**** ********

Bayonne,NJ *****

ph # 1-201-***-****

ph # 1-201-***-****

Objective To obtain a challenging full time position at a company where there is room for advancement. Extensive experience in all aspects of administrative and clerical duties.

Experience 2008-present Financial Focus Group, LLC Jersey City, NJ

New Business Case Manager/Executive assistant

· Troubleshoots all customer inquiries

· Handles all new business applications for life, annuities, qualified and non-qualified accounts. Is responsible from point of application to issuance

· Coordinates and prepares quarterly reviews for clients

· Prepares weekly production reports for advisors

· Works with advisors preparing personal financial plans

· Coordinates executives calendar and scheduling daily

· Oversee all aspects of the office to ensure office is running smoothly

2002-2006 Provident Bank Jersey City, NJ

Personal Banker

· Managed book of high net worth customers.

· Served as relationship manager coordinating special reports daily

· Assisted customer service reps with opening, cross selling and servicing accounts

· Sold and closed home equity loans and lines of credit.

1998-2001 Mellon Bank Ridgefield, NJ

Senior Customer Service Representative

· Handled up to 110 phone calls per day

· Responded to shareholder inquiries regarding dividend disbursements, stock splits and mergers and acquisitions

· Backed up stock options and reorganization departments

· Sent out direct stock purchase packages, dividend packages on request

1990-1997 First Savings Banks of NJ Bayonne, NJ

Customer Service Representative

· Opened new banking accounts

· Sold and redeemed US Savings Bonds

· Reconciled checking and savings accounts

· Resolved customer issues

· Proved ATM on daily basis

· Received company’s highest sales award four years in a row

· Developed Excellence in Sales training course

Education 2008 Bankmark School of Business Whiteplains NJ

· Life, health and accidental insurance licensee

Skills Microsoft Word, Microsoft Excel, Windows XP

Contact this candidate