Erin Suarez
Lake Mary,FL
Summary
Experienced financial cash management specialist with a distinguished history in account management and unparalleled customer service. Commended for my exceptional communication abilities and proficiency in handling data, I consistently deliver top-tier results. As a driven, highly motivated professional, I am eager to bring my wealth of knowledge and skills to the table, boosting business performance. I thrive in both individual and team environments, rapidly adapting to diverse processes and driving company objectives forward. My resourcefulness and results-oriented approach are fueled by my passion for growth and efficiency, ensuring I meet company needs and enhance service value.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Cash Management
Pershing, LLC
2007.03 - 2024.04
- Manage and update over 1,000 customer accounts per week
- Identify and resolve account-related issues/problems within a 8 hour time frame or less
- Tend to customer inquiries regarding specific services and products
- Ensure the proper and timely investments in sums up to $500 million for high net worth clients
- Handle an average of 3,000 service center requests and 5,200 phone calls per year
- Analyzed daily cash balances, identified variances, and recommended solutions to reconcile discrepancies for over 25 Fund Managers
- Supervised, trained, and mentored between 10-15 new team members
- Implemented operational improvements within the department to increase efficiency, decrease errors and help reduce costs.
Visual Assistant
Ashley's Furniture HomeStore
2006.01 - 2006.10
- Placed a strong emphasis on customer visualization while creating new displays and overseeing placements of furniture and accessories
- Executed product mark-downs and other pricing changes.
Vendor Representative / Field Intern
2005.09 - 2005.12
- Assumed merchandising responsibilities while conducting visits of multiple stores
- Provided store teams with extensive product information as well as best practices for selling
- Created and implemented events to build brand awareness and sales.
Education
Bachelor of Science (B.S.) in Merchandising -
Florida State University
12.2005
Associate of Arts (A.A.) -
Okaloosa Walton Community College
12.2001
Skills
- Customer Service
- Account Management
- Product Education
- Communications
- Product Display
- Sales Generation
- Data Management
- Brand Visualization
- Strategic Planning
- Event Coordination
- Quality Assurance
- Vendor Relations
- Task Prioritization
Certification
Six Sigma Yellow Belt
Toolssoftware
- Windows
- Microsoft Word
- Excel
- PowerPoint
- Access
- Outlook
- Rumba
- NetX360
Volunteer Experience
- Volunteer, Baby DJ
- Team Manager, FC Highland
Timeline
Cash Management
Pershing, LLC
2007.03 - 2024.04
Visual Assistant
Ashley's Furniture HomeStore
2006.01 - 2006.10
Vendor Representative / Field Intern
2005.09 - 2005.12
Bachelor of Science (B.S.) in Merchandising -
Florida State University
Associate of Arts (A.A.) -
Okaloosa Walton Community College
Six Sigma Yellow Belt
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