Customer Service Manager

Objective

Registered Representative position allowing for parlay of demonstrated acquisition, customer service, communication, and profiling skills proven by over 15 years of successful work experience

Profile

Motivated, personable business professional with experience in a variety of employment positions and work environment. A successful 15-year track record of acquiring new skills to aid in the success of future positions . Talent for quickly mastering technology. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records. Strong ability to master product knowledge. Demonstrated history of producing long lasting business relationships with clients.

Flexible and versatile – able to maintain a sense of humor under pressure. Poised and competent with demonstrated ability to easily transcend cultural differences. Thrive in deadline-driven environments. Excellent team-building skills. Definitely a people person. Currently holding Series 6, Series 63, and Life Insurance licenses.

Skills Summary

u New Customer Acquisition

u Report Preparation

u Written Correspondence

u General Office Skills

u Achieving Quotas u Computer Savvy

u Customer Service

u Scheduling

u Marketing & Sales

u Follow up

u Problem Solving u Insurance Sales

u Bookkeeping

u Front-Office Operations

u Professional Presentations

u Retaining Existing Customers

u Profiling

Professional Experience

CUSTOMER SERVICE/RETAINING/PROBLEM SOLVING/FOLLOW-UP

u Oversee front-office operations and provide impeccable customer service:

u Built a clientele supported by referral business and existing customers

u Acquired new customers

u Retained and deepened banking relationships

u Assumed high level of customer satisfaction

u Heard customer complaints and found solutions

u Matched products to customer’s needs by profiling and assessing

u Performed active relationship management

u Followed up with customers by phone to assure things were in order

ADMINISTRATIVE SUPPORT/BOOKKEEPING

u Manage all aspects of day-to-day operations as Office Manager

u Booked appointments for myself and business partners

u Followed up with potential customers

u Compliance with all financial institutiion, SEC, and insurance requirements.

u Kept attendance record

u Prepared presentations, grant proposals, press releases, merit award applications, and loan applications

Employment History

JPMORGAN CHASE – Long Branch, NJ

Licensed Personal Banker, 2007 to 2009

Employment History Continued,

NEW JERSEY COAST TRANSFER – Long Branch, NJ

Office Manager, 2006 to 2007

SAM GOODY – Eatontown, NJ

Salesperson, 2005-2006

MONMOUTH COUNTY DEMOCRATIC CAMPAIGN – Long Branch, NJ

Canvasser, 2004

SRBI – West Long Branch, NJ

Research Associate, 2004

CIRCUIT CITY – Eatontown, NJ

Product Specialist, 2003

MONMOUTH CARE CENTER – Long Branch, NJ

Office Manager, 2002-2003

BOSCOV’S DEPARTMENT STORE – Eatontown, NJ

Cashier/Stock, 2002

LONG BRANCH HOUSING AUTHORITY – Long Branch, NJ

Administrative Assistant, 1993 to 2001

Education

BROOKDALE COMMUNITY COLLEGE – LINCROFT, NJ 1995 - PRESENT

LONG BRANCH HIGH SCHOOL - LONG BRANCH, NJ 1991 - 1995

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