Experienced and educated professional seeking a challenging position in the field of Technology. Utilizes technical, analytical, and problem-solving skills to contribute to overall productivity of the firm.
Overview
20
20
years of professional experience
Work History
Operations Generalist (Retirement Distributions)
Bank of America
03.2014 - Current
Field calls from the branch offices to assist Financial Advisors and Client Associates with aiding their clients with their needs such as changing investment options, setting up automatic contributions to their retirement accounts, assisting with taking withdrawals from their retirement accounts, and performing daily maintenance checks on clients’ accounts to ensure no restrictions have been placed on their accounts due to missing documentation or improper data entry
Review Documents submitted by clients for accuracy and process their varied requests (Withdrawals, Funds Transfer, Account Updates, etc.)
Sr. Customer Service Representative (CMA Fees)
Bank of America
07.2011 - 02.2014
Field calls from the branch offices to address fees on clients Brokerage accounts, reversing fees if they are within the guidelines to reverse the fees, respond to trouble tickets called ASAPs that addresses account maintenance, and also responding to the teams FEES mailbox for general inquiries from the branch office management
Call Center Technician
Merrill Lynch
07.2007 - 01.2009
Maintained 100% uptime on all the Genesys Servers
Performed Quarterly Maintenance on all the hardware in the Call Center
On call 24/7/365 in case there are any outages
Troubleshooting and restarting servers to figure out what may be causing link drops between the servers and the call center agents themselves
Installed and uninstalled Servers, Routers, IP Phones, etc
Helped integrate Cisco phones into the FA’s Wealth Management Workstation
Assisted in the rollout of a call center in Singapore, including ordering hardware, organizing meetings in all hours of the night due to the time difference, and still managed to get it up and running
Jr. Web Developer/ Intern
Merrill Lynch
06.2005 - 08.2006
First Position at Merrill Lynch
Spent most of the time learning the ins and outs of the company, but also found time to create a few web based applications that some teams are still using today
Presented the application to higher management during one of our many Lunch and Learn sessions
Education
Bachelors Degree - Computer Science and Mathematics
Rutgers University
Camden, NJ
06.2011
Associated Degree - Computer Science
Burlington County College
Burlington, NJ
12.2005
Skills
Proficient Computer Skills
Excellent interpersonal and communication skills
Ability to work well with others as well as individually
Organized
Detail oriented
Dependable
High Scores in Accuracy and Productivity
Works well under pressure
Effective time management skills
Ability to multi-task
Warm personality
Escalation management
Timeline
Operations Generalist (Retirement Distributions)
Bank of America
03.2014 - Current
Sr. Customer Service Representative (CMA Fees)
Bank of America
07.2011 - 02.2014
Call Center Technician
Merrill Lynch
07.2007 - 01.2009
Jr. Web Developer/ Intern
Merrill Lynch
06.2005 - 08.2006
Bachelors Degree - Computer Science and Mathematics