Daniel Augustine
Cincinnati,OH
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Promote customer loyalty by deepening relationships and boosting satisfaction with industry-leading service. Professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust. Effectively handling administrative requirements to correct problems and process changes. Enthusiastic about assisting customers and building trust with knowledgeable customer support.
Overview
7
7
years of professional experience
22
22
years of post-secondary education
3
3
Certifications
Work History
Executive Service Associate
Fidelity Investments
05.2021 - Current
- Helped large volume executive every day with positive attitude and focus on customer satisfaction within Defined contribution, Defined benefits, and health insurance benefits
- Provide case management for top level executive preparing to retire. Cases can span as long as 6 months.
- Collaborate with other departments such as Client service and Executive advisory team for not only for transition purposes but complex issues
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
Personal Banker
PNC bank
09.2016 - 07.2019
- Promoted financial products by maintaining excellent service offering knowledge.
- Coach and lead tellers in adhering to all policies and procedures, demonstrating sound judgment within established limits
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies. while increase client base and encourage existing clients to expand financial portfolios.
- Assists the Branch Manager in performance management, new hire selection processes, and scheduling.Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Front Desk Supervisor
Let’s Play
08.2017 - 03.2019
- Using Word Processing (scheduling, filing, reporting, documenting, auditing, and communication)
- Collaborated with team members to handle guest requirements from check-in through check-out.
- Marketing campaigns through email, social-media and business visits
- Recruiting new teams and players using sales and marketing activities.
Education
Associates in Applied Business - Accounting Technology
Cincinnati State Technique And Community College
Cincinnati, OH 05.2001 - 05.2023
Skills
Microsoft OfficeProblem SolvingDetail OrientatedLeadershipCommunicationResearch and AnalysisAttention to detailProblem SolvingAdaptive SkillsPrioritizingCash Management Skill
References
Available upon request
Certification
Certified business Pathways, Cincinnati State- 2023
Timeline
Certified business Pathways, Cincinnati State- 2023
05-2023
Certified Accounting, Cincinnati State- 2023
05-2023
Finra License - Series 7 & 63
01-2023
Executive Service Associate
Fidelity Investments
05.2021 - Current
Front Desk Supervisor
Let’s Play
08.2017 - 03.2019
Personal Banker
PNC bank
09.2016 - 07.2019
Associates in Applied Business - Accounting Technology
Cincinnati State Technique And Community College
05.2001 - 05.2023