Customer Service Manager

Grecha Stephens

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

Sachse, TX **048

**************@*****.***

Tel: 469-***-****

Summary

A highly dynamic, talented and professional Administrative Assistant with more than twenty years of experience in the financial services industry.

Employment History

1/2007 - Present

Prospera Financial Services

Dallas, TX

Executive Assistant/ Marketing Coordinator

• Handled all travel arrangements and calendars for Executive Management

• Provided support to Executive Management including email and interoffice correspondence, mail routing, coordinating meetings, document creation and editing utilizing Microsoft office products

• Prepared expense reports and reconciled credit card statements for senior managers maintained receipts and administrative expenses related to Rewards & Recognition program

• Played key role in design of recruiting website for firm, collaborating with web designer to identify essential components of site functionality

• Demonstrated administrative expertise in planning annual recognition trip for top 25 advisors, including but not limited to budget tracking, flight arrangements, menu planning, and supplying all guest with travel information and acting as onsite coordinator

• Managed electronic marketing for recruiting team including Google Analytics, Google Adwords and Website Optimization

• Responsible for maintaining Facebook, Twitter and LinkedIn accounts for firm.

4/2006 - 1/2007

F&M Bank & Trust Co

Dallas, TX

New Account Representative

• Established new accounts for consumer and commercial clients

• Processed deposits, withdrawals, funds transfers and balancing of vault

12/2005 - 4/2006

Bank of America

Dallas, TX

Part Time Teller

• Processed deposits, withdrawals and payments for consumer and commercial clients

• Consistently performed as a top referrer for branch

• Responsible for balancing branch vault and ATM machine for branch

• Backup new account representatives

7/1995 - 3/2005

JPMorgan Chase Bank

Dallas, TX

Assistant Branch Manager

• Created and implemented cross-selling techniques for tellers that increased referrals by 40%

• Consistently received excellent rating on audit from 2000-2005

• Won consistent recognition for quality customer service by resolving customer disputes and discrepancies in an expedient time frame

• Reported to branch manager with responsibility for 14 tellers and 2 service representatives

Professional Designations

Series 6

Series 63

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