Christine Nevin
Fords,NJ
Summary
Seasoned financial professional with over 30 years of experience, specializing in operational efficiency and stellar customer service. Excelled at TD Bank by enhancing team performance and customer satisfaction. Skilled in MS Office and ADP, with a proven track record in improving financial processes and training teams. Demonstrates strong analytical abilities and interpersonal skills.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Store Supervisor
TD Bank
Edison, NJ
08.2014 - Current
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Conducted regular performance reviews for banking staff members.
- Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Managed and trained a team of banking staff to ensure efficient customer service.
- Performed regular audits to identify errors or discrepancies in bank records.
- Monitored daily operations, including deposits, withdrawals, loan processing and other financial transactions.
- Maintained up-to-date knowledge of industry trends and best practices for banking services.
- Supervised the reconciliation of daily cash balances at the close of each business day.
- Recognized by management for providing exceptional customer service.
- Identified needs of customers promptly and efficiently.
Tax Reporting Call Center Representative
Citigroup/ Morgan Stanley Smith Barney
Long Island City, NY
01.2010 - 04.2010
- As a consultant, I acted as a Client Service Center Representative for the 2009 Tax Season
- Fielded Broker and Client phone queries regarding their 2009 Consolidated 1099 and 1042-S Forms.
- Common questions ranged from explanation of Reclassifications, Retirment account distributions and contributions, OID claculations and Cost Basis calculations.
- Knowledge of Year-End Forms, and the related products and their transactions was required.
Tax Consultant
Deutsche Bank Securities
New York, NY
01.2006 - 06.2009
- Performed the Tax Reporting functions for NRA Client base in accordance with IRS Reg. 1441. This work included review of client tax documentation, creation of allocation spreadsheets, movement of reportable income withholding and correction of exceptions to ensure proper reporting at the sub account investor level.
- Processed, reviewed and corrected reportable events for year end reclassification of REITs , RICs and Grantor Trust securities.
- Responsible for training of all new hires on Deutsche Bank Tax Reporting procedures
- Selected as part of a group of six for travel to Birmingham, England, to assist our London corporate actions team in the research and resolution of aged breaks and receivables.
- Processed Cash Dividend events for firm trading account and Prime Broker Clients.
Customer Service Representative
Citigroup/EAB
Brooklyn, NY
11.1993 - 11.2005
- Implemented solutions for clients with financial needs through a sales process.
- I organized a sales strategy to produce new relationships for Blitz/Promo days.
- Opened and maintained customer accounts while continuing to provide excellent customer service. Deepened client relationships through a referral process to our investment, and mortgage consultants.
- Sustained client retention through outstanding customer service knowledge.
- Ensured the safety and security of clients' financial assets.
- Proven ability to comprehend and follow multifaceted instructions for successful solutions. Performed audit reviews daily for new accounts to ensure branch compliance with banking regulations.
Education
Economics
Saint Francis College
Brooklyn Heights, NYSkills
- Over 15 years of combined operational and customer service experience
- Extensive knowledge of MS Office products, such as Excel, Word, and PowerPoint
- Knowledge of ADP, BPS tax, year-end, and dividends systems and reports
Certification
- NJ Notary
Timeline
Store Supervisor
TD Bank
08.2014 - Current
Tax Reporting Call Center Representative
Citigroup/ Morgan Stanley Smith Barney
01.2010 - 04.2010
Tax Consultant
Deutsche Bank Securities
01.2006 - 06.2009
Customer Service Representative
Citigroup/EAB
11.1993 - 11.2005
Economics
Saint Francis College
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