Summary
Overview
Work History
Education
Skills
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Emily Riancho

Emily Riancho

Oxford,OH

Summary

Proven Accounts Operations Administrator with a track record of enhancing accuracy and efficiency at Matson Money through meticulous attention to detail and robust problem-solving aptitude. Excelled in customer experience and team collaboration, significantly improving process compliance and client satisfaction. Skilled in analytical thinking and effective communication, adept at multitasking in fast-paced environments.

Overview

8
8
years of professional experience

Work History

Accounts Operations Administrator

Matson Money
Mason, OH
03.2023 - 11.2024
  • Optimized processes by coordinating cross-functional team efforts to boost accuracy and efficiency.
  • Reviewed and validated client applications for accuracy prior to account creation.
  • Partnered with custodians to resolve data errors regarding contacts and beneficiaries.
  • Audited client accounts to correct any data inaccuracies, and ensure compliance with SEC regulations and standards for yearly company audits.
  • Assisted with the onboarding process by fostering problem-solving strategies and elevating resource use.
  • Aided in refreshing instructional content for onboarding employees.

Client Relationship Representative

First Merchants Bank
Oxford, OH
01.2021 - 03.2023
  • Adhered to daily operational procedures to prevent fraud, .
  • Upheld verification processes to prevent fraud and ensure the protection of customer information.
  • Engaged in routine monthly, quarterly, and annual audits to verify compliance with proper procedures and standards.
  • Analyzed checks, money orders, and currency to verify authenticity and prevent fraud.
  • Opened accounts and updated databases for various account types efficiently, and with a high level of accuracy.
  • Proactively followed up with customers two weeks after account openings to enhance their customer experience and resolve concerns.

Customer Relationship Advocate

Fidelity Investments
Covington, KY
03.2019 - 04.2020
  • Handled 50-70 inbound customer calls daily providing retirement account solutions.
  • Identified potential fraudulent callers and escalated them according to risk management procedures.
  • Delivered comprehensive information through resource utilization on transactions, services, and account status, promptly.
  • Ensured compliance with relevant laws, regulations, and policies during transactions.
  • Recorded accurate summaries of customer interactions and transactions to provide more efficient service in the future.

Guest Service/Fulfillment Team Member

Target
Cincinnati, OH
10.2016 - 03.2019
  • Ensured compliance with Target's return and exchange policies.
  • Provided swift solutions to guest purchase-related issues.
  • Maintained cleanliness of the work site to ensure an organized and hazard-free environment.
  • Achieved high-speed performance in locating, packing, and shipping merchandise.
  • Collaborated as a team to ensure daily order quotas were met.
  • Organized and packaged items swiftly and efficiently, while accurately maintaining shipping documentation.

Education

Bachelor of Arts - Public Relations Communication

Brigham Young University-Idaho

Skills

  • Attention to Detail
  • Customer Experience
  • Intellectually Curious
  • Effective Communication
  • Analytical Thinking
  • Team Collaboration
  • Problem-Solving Aptitude
  • Multitasking Abilities

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

I have a theory and I really believe it. I think your worst weakness can become your greatest single strength.
Barbara Corcoran

Software

Microsoft Word

Microsoft Excel

Microsoft Teams

Adobe Acrobat Reader

Zoom

Timeline

Accounts Operations Administrator

Matson Money
03.2023 - 11.2024

Client Relationship Representative

First Merchants Bank
01.2021 - 03.2023

Customer Relationship Advocate

Fidelity Investments
03.2019 - 04.2020

Guest Service/Fulfillment Team Member

Target
10.2016 - 03.2019

Bachelor of Arts - Public Relations Communication

Brigham Young University-Idaho

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Emily Riancho