John W. Bernadin
Jacksonville,FL
Summary
Experienced servicing associate with over 5 years of experience in Financial Services. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements.
Overview
11
11
years of professional experience
Work History
Beneficiary Services Case Manager
Citi Personal Wealth Management
08.2023 - Current
- Achieve positive client outcomes by developing and implementing comprehensive case management plans.
- Enhance communication between clients and Financial Advisors through consistent follow-ups and progress updates.
- Coordinate transition of assets from deceased clients to Beneficiaries.
- Collaborate with multidisciplinary teams to address client needs and formulate tailored support strategies.
- Enhance client understanding of complex financial concepts by delivering clear and concise explanations tailored to their unique circumstances.
- Improve client satisfaction by providing exceptional customer service and addressing individual financial needs.
Company Truck Driver
Werner Enterprises
03.2023 - Current
- Operate with safety and skill to avoid accidents and delays.
- Perform daily vehicle inspections before and after trips.
- Complete regular inspections and maintenance actions, as well as basic equipment repairs, to keep equipment operating at peak levels.
- Secure loads with proper strapping and bracing techniques to prevent damage to valuable assets across long-haul transports.
- Maintain impeccable driving record and history of zero incidents.
- Minimize delays by planning and adjusting routes to account for changing weather and traffic conditions.
- Finalize daily logs on schedule to update internal records and uphold DOT requirements.
College Planning Specialist
Fidelity Investments
10.2021 - 02.2023
- Educated prospective and current 529 account participants about College Savings Plans available through Fidelity.
- Processed distribution from 529 and Able accounts, accept contribution into 529 and Able accounts.
- Adhered to Fidelity's Core path interaction model to offer excellent service to clients
- Assisted internal business partners with tasks related to 529 and Able accounts.
High Net Worth Service Associate
Fidelity Investments
10.2018 - 10.2021
- Cultivated robust customer relationships by utilizing CSS to uncover clients' unique needs and provide top-level customer service
- Performed 10 to 25 Mutual fund,Equity, and Options trading transactions daily at client request on brokerage and mutual fund accounts
- Requested distribution from retirement and non-retirement accounts
- Accepted contributions to accounts
- Handled 6 to 8 calls per hour to address customer inquiries and concerns
Member Relationship Specialist I
VyStar Credit Union
09.2017 - 10.2018
- Effectively educated and informed current and potential members about the products and services that VyStar offers
- Asked relevant questions to uncover the members' financial goals and provide the support necessary to meet them
- Opened new savings, checking, money market, and individual retirement accounts
- Followed verification procedures to prevent fraudulent activity
- Performed general maintenance on existing accounts including but not limited to renewing and redeeming certificates of deposit, name change, transaction dispute, IRA contributions and distributions
- Processed loan applications for different types of consumer loan products including Auto VIPs, Credit cards, lines of credit and savings secured loan products
- Effectively recognized opportunities for mortgage and investment referrals
Loan Servicing Representative
Select Portfolio Servicing
08.2016 - 09.2017
- Answered phone inquiries from customers and approved third parties
- Discussed modification decisions and other workout decisions with borrowers
- Exhibited clear understanding of specific documentation requirements, including but not limited to RMA, tax information, and personal financial statements
- Coordinated with other departments to complete certain tasks on borrowers' loans
Collector II
Ally Financial
09.2013 - 08.2016
- Evaluated, reviewed delinquent accounts to find reasonable solutions to avoid repossession loss
- Successfully met performance metric standards for delinquency, repossessions and net losses
- Confirmed and negotiated payment arrangements, researched, reported, and resolved payment discrepancies
- Maintained strict confidentiality; adhered to all state and federal regulations in the handling of accounts
- Accurately documented all interactions with customers
Education
Bachelor of Science - Financial Services
Florida State College at Jacksonville
Jacksonville, FL2019
Skills
- Upselling and cross-selling
- Computer proficient
- Strategic sales knowledge
- Good listening skills
- Professional telephone demeanor
- Money handling abilities
- Creative problem solving
- Licensed Trader
Licenses
Series 7, 63, 66, and 9
Timeline
Beneficiary Services Case Manager
Citi Personal Wealth Management
08.2023 - Current
Company Truck Driver
Werner Enterprises
03.2023 - Current
College Planning Specialist
Fidelity Investments
10.2021 - 02.2023
High Net Worth Service Associate
Fidelity Investments
10.2018 - 10.2021
Member Relationship Specialist I
VyStar Credit Union
09.2017 - 10.2018
Loan Servicing Representative
Select Portfolio Servicing
08.2016 - 09.2017
Collector II
Ally Financial
09.2013 - 08.2016
Bachelor of Science - Financial Services
Florida State College at Jacksonville
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