Krystal Bailon
Jersey City
Summary
Knowledgeable and dedicated professional with extensive experience in the communications industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
4
4
years of professional experience
Work History
Account Manager
BNY Mellon
01.2024 - Current
- Managed hedge fund client relationships, serving as the primary contact for Prime Brokerage Services for clients with over $1 billion in assets under management.
- Oversaw daily operations, including trade settlements, margin management, financing, and custody services, to ensure a seamless client experience.
- Coordinated with internal teams (trading, operations, risk, compliance) to deliver integrated solutions tailored to hedge fund strategies.
- Maintained strong client satisfaction scores through proactive communication, operational excellence, and strategic relationship management.
Operational Data Analyst
BNY Mellon
03.2022 - 01.2024
- Analyzed settlement data for institutional clients to ensure accuracy of securities and cash transactions under DVP protocols.
- Reconciled trade records between internal systems, custodians, and counterparties, reducing settlement discrepancies.
- Managed exceptions by investigating failed settlements, identifying root causes, and providing insight for risk mitigation. Improved settlement success rate for institutional clients by 18% through enhanced reconciliation processes..
- Delivered data-driven recommendations to enhance settlement processes, contributing to improved client satisfaction and reduced settlement failures.
Loan Officer Assistant
App Funding
07.2021 - 11.2021
- Conducted high‑volume outbound calls to prospective clients, introducing products and services to generate new business opportunities.
- Supported loan officers in processing credit applications for business loans, and obtaining necessary documentation.
- Coordinated communication between clients, underwriters, and loan officers to expedite approvals.
- Managed client inquiries, providing timely responses and resolving concerns effectively.
Education
Bachelor of Science - Corporate Communications
College of Staten Island
Staten Island, NY06-2021
Skills
- Series 7 & 63
- Excel
- Power Point
- Microsoft Word
- AI Tools - Copilot
Timeline
Account Manager
BNY Mellon
01.2024 - Current
Operational Data Analyst
BNY Mellon
03.2022 - 01.2024
Loan Officer Assistant
App Funding
07.2021 - 11.2021
Bachelor of Science - Corporate Communications
College of Staten Island