Overview
Work History
Education
Timeline
Generic

Malissa Murphy Durrett

Pittsburgh,PA

Overview

19
19
years of professional experience

Work History

Client Service Representative

BNY Mellon
Pittsburgh, PA
11.2023 - Current
  • Reviewed customer applications and supporting documents to ensure accuracy and completeness.
  • Maintained records of all accounts opened and closed in accordance with established procedures.
  • Assisted customers with completing the required paperwork accurately and efficiently.
  • Performed due diligence checks on high risk customers according to AML and KYC policies.
  • Resolved customer queries related to account opening in a timely manner.
  • Facilitated smooth onboarding process for new customers by ensuring all necessary documents are submitted correctly.
  • Provided support to team members whenever required.
  • Provided customer service support to clients in a timely and efficient manner.
  • Resolved customer inquiries and complaints via phone, email, or other communication channels.

Associate Representative

BNY Mellon Asset Servicing
Pittsburgh, PA
10.2015 - 09.2023
  • Provided customer service and support through phone, email, and web chat.
  • Researched customer inquiries to provide accurate solutions in a timely manner.
  • Responded promptly to customer complaints or concerns regarding products and services.
  • Managed customer accounts by updating records accurately.
  • Performed data entry tasks such as entering orders into the system.
  • Adhered to company guidelines while handling confidential information.
  • Developed strategies to improve customer satisfaction levels.
  • Collaborated with colleagues from various departments such as marketing, sales, finance.
  • Utilized problem-solving skills to troubleshoot issues quickly and efficiently.
  • Participated in team meetings and training sessions regularly.
  • Monitored incoming emails and responded accordingly within established timelines.
  • Handled customer complaints and concerns quickly and professionally.
  • Developed trusting relationships with customers by making personal connections.
  • Provided customer service support to clients in a timely and efficient manner.
  • Resolved customer inquiries and complaints via phone, email, or other communication channels.
  • Maintained customer records in the database system.
  • Managed client accounts by providing accurate data entry services.
  • Developed strong relationships with customers through friendly interactions and problem-solving abilities.

Treasury Operations Officer

BNY Mellon Asset Servicing
Pittsburgh, PA
04.2010 - 10.2015
  • Reviewed and reconciled treasury accounts for accuracy.
  • Monitored cash flow to ensure sufficient funds were available for daily operations.
  • Developed strategies to optimize liquidity, minimize costs, and maximize returns on investments.
  • Ensured compliance with internal policies and external regulations regarding financial transactions.
  • Created reports on cash positions, interest rate exposure, and other treasury activities.
  • Prepared monthly bank reconciliations for assigned accounts.
  • Managed relationships with external banking partners including negotiating terms and conditions associated with new products and services offered by banks.
  • Performed daily reconciliation of all cash activity between multiple systems used by Treasury Operations team.
  • Researched discrepancies identified during account reconciliation process to ensure timely resolution.
  • Participated in system testing related to new treasury applications or enhancements to existing systems.
  • Maintained records on all treasury transactions such as deposits, withdrawals, transfers.
  • Responded promptly to inquiries from internal customers regarding their accounts receivable and payable status.
  • Provided assistance with special projects as requested by senior management team members.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.

Accounts Payable Clerk

BNY Mellon Asset Servicing
Pittsburgh, PA
08.2007 - 03.2010
  • Processed invoices and payments in accordance with company policies and procedures.
  • Entered data into accounting system to maintain accurate financial records.
  • Prepared checks for payment of vendor invoices on a timely basis.
  • Researched and responded to inquiries from vendors regarding invoice status or payment issues.
  • Verified accuracy of coding on invoices prior to processing payments.
  • Assisted with month-end closing activities as needed.

Securities Operations Service Specialist

BNY Mellon Asset Servicing
Pittsburgh, PA
11.2005 - 01.2007
  • Responsible for verifying and reconciling securities transactions to ensure accuracy and completeness.
  • Investigated discrepancies between trade confirmations, custodian statements, and internal systems.
  • Reviewed corporate action events such as stock splits, tender offers, mergers, dividends.
  • Provided customer service support to clients regarding their security holdings and account activity.
  • Processed new account openings and transfers in accordance with applicable regulations.
  • Maintained client records including contact information, tax forms, trade data.
  • Assisted with the resolution of complex operational issues in a timely manner.

Education

Associate of Science - Accounting

Duff's Business Institute
Pittsburgh, PA
06.2006

Timeline

Client Service Representative

BNY Mellon
11.2023 - Current

Associate Representative

BNY Mellon Asset Servicing
10.2015 - 09.2023

Treasury Operations Officer

BNY Mellon Asset Servicing
04.2010 - 10.2015

Accounts Payable Clerk

BNY Mellon Asset Servicing
08.2007 - 03.2010

Securities Operations Service Specialist

BNY Mellon Asset Servicing
11.2005 - 01.2007

Associate of Science - Accounting

Duff's Business Institute

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Malissa Murphy Durrett