Amy B. Williams
Elizabeth,PA
Summary
Experienced with handling customer interactions and resolving issues promptly. Utilizes communication and empathy to build strong customer relationships. Track record of maintaining high customer satisfaction and fostering loyalty.
Overview
40
40
years of professional experience
Work History
Vice President –Client Service Officer
The Bank of New York Mellon
01.2006 - 07.2024
- Serve as client advocate and primary day-to-day contact to corporate/public trust and custody clients in relation to new accounts and asset events
- Ensure timeliness and accuracy of all data and compliance with all regulations
- Heavy usage of internal systems (Custody Management System, Workbench) as well as Microsoft Office programs (Word, Excel, PowerPoint, Access)
Trust Officer – Assistant Client Service Officer
The Bank of New York Mellon
01.2000 - 01.2006
- Serve as day-to-day contact to corporate trust clients
- Coordinate all day-to-day financial activities of the clients’ pension plans
- Ensure timeliness and accuracy of all data and compliance with all regulations
- Heavy usage of internal systems (Custody Management System and Workbench) as well as Microsoft Office programs (Word, Excel, PowerPoint, Access)
Administrative Assistant
Trumbull Corporation
01.2000 - 12.2000
- Responsible for setting up and maintaining heavy highway jobs for Construction Division
- Work with owners to submit all necessary documentation
- Work with subcontractors to issue and execute subcontracts, purchase orders and change orders
- Ensure insurance specifications are met
- Compile, create and submit invoices for all Construction Management Division jobs
- Create and maintain prospective employee database for Construction Management
Trust Officer – Assistant Client Service Officer
Mellon Bank, N.A.
01.1993 - 01.2000
- Serve as primary day-to-day contact to several large corporate trust clients
- Coordinate all day-to-day financial activities of the clients’ savings and/or pension plans
- Ensure timeliness and accuracy of all data and compliance with all regulations
- Heavy usage of internal systems: Custody Management System and Executive Workbench/Client Reporting
Executive Secretary
Mellon Bank, N.A.
01.1992 - 01.1993
- Manage workflow for three Trust Officers
- Route client calls and correspondence to appropriate officers
- Prepare client presentations and set up client meetings
Executive Secretary/Marketing Coordinator
Mellon Bank, N.A.
01.1990 - 01.1992
- Manage workflow for two managers and six associates
- Produce miscellaneous graphics materials, coordinate client events and senior management dinners/meetings
- Manage corporate box at Three Rivers Stadium for CEO of Mellon Bank
Division Secretary
Mellon Bank, N.A.
01.1985 - 01.1990
- Manage workflow for one manager and nine associates
- Produce complex reports and charts using spreadsheet and graphics programs
- Coordinate payment of invoices, investigate billing problems, order supplies
Education
Bachelor of Science - Organizational Studies
Robert Morris University
Course of Study - Secretarial
Bradford School
Skills
- Relationship building
- Critical thinking
- Account management
- Customer service
- Risk management
Timeline
Vice President –Client Service Officer
The Bank of New York Mellon
01.2006 - 07.2024
Trust Officer – Assistant Client Service Officer
The Bank of New York Mellon
01.2000 - 01.2006
Administrative Assistant
Trumbull Corporation
01.2000 - 12.2000
Trust Officer – Assistant Client Service Officer
Mellon Bank, N.A.
01.1993 - 01.2000
Executive Secretary
Mellon Bank, N.A.
01.1992 - 01.1993
Executive Secretary/Marketing Coordinator
Mellon Bank, N.A.
01.1990 - 01.1992
Division Secretary
Mellon Bank, N.A.
01.1985 - 01.1990
Course of Study - Secretarial
Bradford School
Bachelor of Science - Organizational Studies
Robert Morris University
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