Christina Gray
Quinton,Va
Summary
Am an accomplished professional with over 20 years experience of financial and operation experience in the brokerage industry with a proven track record at Truist Investment Services.
Overview
27
27
years of professional experience
Work History
Brokerage Operations Specialist
Truist Investment Services
02.2020 - Current
- Support leadership by facilitating day to day work functions.
- Process various money movement transactions to include bank side money movement, processing of incoming/outgoing transfers, DTC, Fed online and journals.
- Assist others Trust Operational departments when needed for special projects.
- Assist with training of new teammates.
- Provide exceptional customer service to front office teammates by taking calls and responding to emails on a timely and efficient matter.
Account Specialist
SunTrust Bank
11.2004 - 02.2020
- Responsible for day to day processing of money movement to include incoming/outgoing transfers, DTC, DWAC, DRS transfers, journals and Fed Online transactions.
- Responsible for taking calls and responding to emails on a timely and efficient matter.
- Processing of physical Certificates
Administrative Assistant/Endowments&Foundations
SunTrust Bank
07.1998 - 11.2004
- Responsible for client relationships to include opening and closing accounts, setting up statement and fees.
- Performing regular account maintenance and reconciling money. movement with in department.
- Researching and reconciling any issues with a timely response.
CIG Investment Operations-Called Bond Processor
Creatar Bank
12.1997 - 07.1998
- Identify, recorded and pend all call options for trust accounts
- Clear money one payment dates
- Work with accounts administrators, investment advisors, agents and banks.
- Research and file class actions by due date and process any proceeds.
Education
Bachelor of Science - Decision Support Systems,
Ferrum College
Ferrum, VA05.1993
Skills
Customer Service
Teamwork
Multitasking
Problem-solving skills
Office software expierence
Timeline
Brokerage Operations Specialist
Truist Investment Services
02.2020 - Current
Account Specialist
SunTrust Bank
11.2004 - 02.2020
Administrative Assistant/Endowments&Foundations
SunTrust Bank
07.1998 - 11.2004
CIG Investment Operations-Called Bond Processor
Creatar Bank
12.1997 - 07.1998
Bachelor of Science - Decision Support Systems,
Ferrum College
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