client service professional

Posted on: 2006-06-20

Ms. Suzanne Jacobs 8800 Shore Front Parkway, Apt 1L Rockaway Beach, New York 11693 Home: (718) 945-6733 E-Mail: [email protected] OBJECTIVE: TO FIND A POSITION UTILIZING MY EXPERIENCE AND TO LEARN NEW SKILLS AND TAKE ON NEW CHALLENGES EDUCATION: Midwood High School, Brooklyn, NY-9/74- 6/77 Kingborough Community College, Brooklyn, NY-9/77-6/79 Associate Degree In Accounting 9/77-6/79 College Work Study Program-Office of the Dean of Evening Studies-clerical work, answering telephones, etc. J. P. MORGAN CHASE BANK EXPERIENCE: 1979-1984 Check Reconciliation Department-ADP Payroll reconciling account, proof, etc. 1984-1989 Adjustment and Control Department-Researching differences in deposits, encoding errors, etc. 1989-1995 Return Items—Adj. & Control Dept—Researching and resolving investigations pertaining to return items, deposits, encoding errors, daily proof work, etc. 1995-2001 Return Items Customer Service—working on customer issues regarding return items. Sending out Earns report letters to clients, daily proof, etc. 2001-2002 Foreign Check Purchase Unit—Processing Foreign checks for payments and/or collections to various banks, proof, mail, etc. 2002 to Present: Client Service Professional- Financial Institutions Group Serves as the primary point of service contact for a portfolio of commercial customers, providing direct service support to client day-to-day business requirements. Answers Incoming call regarding various service inquiries which include wire transfer investigations, deposit error research, return items investigations, lockbox error research. Conduct daily overdraft research, update documentation for customers’ accounts. Monitor Customer Accounts and investigate changes in revenue, product usage, loan principal or interest amounts. Act as a client advocate to improve the overall quality of service provided to customers for all product and operational areas. General knowledge of Customer Account Analysis, Account Relationship Linkages, Pricing of various deposit Products and Services. Proactively alert customers to product and service interruptions. Ability to identify cross-selling referral opportunities. Monitor funds transfer activities and ensure compliance with all auditing policies and procedures, and KYC requirements. Support the approval of Funds transfer activity. Perform special duties or assignments as requested, i.e. KYC remediation, Data Cleanup on Client Central. SYSTEMS: Knowledge of APS, One Stop, GES, System One, ODAP, Bank One Super sessions, Client Central, FSD, Customer Assist, ISD, Pega Web, Dashboard, IDCS Inquiry, Remit One Admin, Microsoft Word, Microsoft Excel, KYC Database, E-clips, I-Vault, Commercial Customer Assist; some knowledge of CKC and RMS, I am also willing to work hard and adapt in alignment of the company’s needs. REFERENCES: Available upon request