Amy Christopher

Approved and rejected direct debits, EFTs, check writing checks, and direct debit disputes.

Solely handled banking in the Margin department for three internal business partners.

Assisted upper management on an audit within the organization.

Processed and ran daily reports/ excel while also handling the Banking Inbox and taking on side escalations.

Successfully trained and mentored associates within my team and in our New Jersey location to be my backup in banking.

I worked with UMB Bank directly, daily, on over-the-counter checks, reports, and any check adjustments due to possible fraud.

Assisted the Fraud Team daily, making adjustments on checks due to fraud.

Processed and rejected hundreds of transactions in a high-volume department. I assisted my peers when needed due to the high volume while handling conference calls, emails, and escalations.

• Manage specialty queues while piloting phones / online chats with corresponding firms
• Processing clients transfer of assets requests between firms and internally in a high-volume environment
• Able to alleviate any escalations and treat each client with a high level of sensitivity

• Dedicated Service Specialist for Middle Office onboarding client MetLife (now MassMutual - MML)
• Assisted with New Account processing requests for Pruco and other top tier clients
• Handled time sensitive matters from point of call through resolution to create a strong partnership
• Fully cross-trained in Money Movement, Deposits, and Features and documentation in order to assist in all lines of business within Client Experience WLK Phone Team
• Assisted Custody partners in processing account maintenance and ACAT receive transfers

• Cross trained in Transfer of Assets Receives, Deliveries, and New Accounts in a high call environment
• Facilitated inbound and outbound calls with internal business partners and clients
• Assisted with IWS and PI for outgoing transfer processing and reviewed and resolved PI items for wires to assist with reducing call volume
• Educated callers on policy and procedures for multiple lines of business

• Updated internal database regarding employer plan addresses

• Assisted General Motors clients in questions pertaining to their employer plans
• Knowledge base well versed in handling any complex situations