Ayriana Trocki
Chicago Suburb Area,IL
Summary
With a solid background in the banking industry since the age of 18, I have consistently demonstrated adaptability and excellence in various roles, from Teller to Investments. Throughout my career, I have consistently pursued specific goals and quotas while prioritizing client satisfaction and delivering exceptional experiences. Managers have praised my unwavering determination and ability to connect with clients on a personal level. Banking is truly my expertise, and I am dedicated to remaining in this field. Currently, I am also seeking a position in AML and Compliance/Operational Risk Analysis to broaden my knowledge across different areas of banking. These opportunities and experiences have significantly contributed to my growth in the financial business, allowing me to combine a wealth of knowledge acquired.
Overview
8
8
years of professional experience
Work History
Life Services Transition Specialist
Merrill Lynch, Pierce, Fenner & Smith Inc
03.2023 - Current
- Job description and duties included deceased wealth transition, document processing and approval, client care and service, account disbursements/ money movement, advisory conversation intro to keep assets at Merrill
- Job goal metrics includes calls per hour, talk time, adherence/efficiency rating, compliance, and document/distribution processing accuracy
Financial Services Representative I
Merrill Lynch, Pierce, Fenner & Smith Inc
10.2022 - 03.2024
- Job description and duties included account maintenance, customer service within a call center, account closures, account disbursements/ money movement, referral opportunity discovery, adherence within schedule, survey scores, SARs and Fraudulent application reports
- Job goal metrics included calls per hour, money movement accuracy, survey ratings, referrals and new account
Universal Banker
Home State Bank
06.2022 - 08.2022
- Job description and duties included account maintenance, account opening/ closures, customer service and experience, teller transactions and cash management, notary services, safety deposit box options, bank opening/ closing procedures, SARs and Fraudulent application reports
Fraud Representative
JPMorgan Chase
08.2021 - 05.2022
- Job description and duties included credit card fraud reports and processing, account maintenance/ closures, C3 coding system usage, customer service within a call center, SARs and Fraudulent application reports
Teller
BMO Harris Bank
02.2019 - 07.2021
- Job description and duties included cash handling, electronic transactions and account openings assisted with bankers in branch, sale items including lines of credit/ loans/ credit cards/ checking and savings account options, customer service and client experience, referral opportunity discovery, bank opening/ closing procedures, SARs and Fraudulent application reports
Sales Associate
AMC
04.2017 - 02.2019
- Job description and duties included usher (cleaning theaters and directing clients to designated theatre number), box office and concessions (cash handling), back bar (hot food and condiments), selling of promotional membership called Stubs quota needed each month
Education
Diploma -
Streamwood High School
01.2018
Skills
- Call center sales
- Credit/ Banking sales
- Consumer banking sales
- Retail and Investment product sales
- Finance operations and reporting
- Account maintenance and services
- Client experience and service
- Referral discovery
- Cash handling
- Excel
- PowerPoint
- Sales force and bank system experience
- Team player
- Patient
- Coachable
- Pressure driven
- Dependable
- Management skills
- Event coordinating
Awards
- Merrill Lynch Bronze Award tier 1, Obtained within my first year as a Financial Service Representative for management assistance and client care.
- Merrill Lynch Silver Award tier 2, Obtained within 5 months of being in Life services for client care, work ethic, and call handling.
References
- Vehantre Tre Brown, Previous Manager, 630-465-1103
- Curtis Bradley, Previous Manager, 847-204-2797
Committees
- Merrill Lynch Market Health, Running meetings and going over scores of all ML markets in US for Recognition and Volunteer participation. Assigning tasks and overseeing team leads on implementing participation within the site. All sites ranked on participation, Rolling Meadows is and has been currently #1 with over 80% average and climbing.
- Merrill Lynch Volunteer and Fun Committee, Created and helping run volunteer events. Creating and helping run company outings including working with outside event ambassadors. Assist with promotion of events and assigning management.
Accomplishments
Awards I have received from my current company Merrill Lynch is the Tier One Bronze award and Tier Two Silver award for client care and service.
Timeline
Life Services Transition Specialist
Merrill Lynch, Pierce, Fenner & Smith Inc
03.2023 - Current
Financial Services Representative I
Merrill Lynch, Pierce, Fenner & Smith Inc
10.2022 - 03.2024
Universal Banker
Home State Bank
06.2022 - 08.2022
Fraud Representative
JPMorgan Chase
08.2021 - 05.2022
Teller
BMO Harris Bank
02.2019 - 07.2021
Sales Associate
AMC
04.2017 - 02.2019
Diploma -
Streamwood High School
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