Mathew Galvao

- Provide customer focused experience with each call received from participants.

- Assisting participants over the phone with regards to their 401k and pension employer plans.

- Assisting participants over the phone with their 401k plans processing withdrawals, loans as well as several other features on their accounts.

- Assisting participants with their employer pension plans including getting participants established with hai f their pension funds paid out as they enter retirement.

- Process a work items that may be needed in assisting participants with their 401k and pension plan.

- Work on different tasks as instructed by my manager.

• Providing a customer focused experienced with each call received from a participant.
• Assisting participants over the phone with their 401K plans processing withdrawals, loans as well as several different features on their plan.
• Process any work items that that may be needed for transaction on participants accounts.
• Work on different tasks as needed provided by my manager.

• Providing excellent customer service with each customer interaction in branch or over the phone.
• Complete customer transactions in the branch in a professional and timely manner.
• Open consumer and small business accounts and market consumer and business services during account opening.
• Balance cash drawer at the end of each workday.
• Make outreach calls each day to uncover financial needs of our consumer and business clients and update each customers CRM profile to document each call.

• Providing customer service to Providence Bruins season ticket holders needs on their accounts and providing a great fan experience.
• Working with prospective season ticket holders to open up new accounts and build strong relationships with new clients.
• Make 80-100 phone calls a day to prospective Providence Bruins season ticket clients.
• Assist with group sales including making calls to local schools and youth groups to set up group outings for students and their families at Providence Bruins home games.
• Assist with business sales including making calls to local businesses to set up group outings for employees and their families at Providence Bruins home games.
• Assisting with game day operations including preparing the press box area for Off-Ice Officials, Scouts, Media and Bruins front office management for each Providence Bruins home game
• Record off-ice statistics for the American Hockey League for each Providence Bruins home game
• Assist with social media needs including live tweeting games, scheduling sponsorship posts and press releases

- Attending sporting events and write up recaps after the game for the following newspaper release date.

- Write feature stories on student athletes and coaches telling in depth stories on their seasons and personal growth in the sports they play and coach.

- Interview coaches and players to include quotes and perspective to the game recaps and feature stories.

- Assist with the other tasks as need by the editor.

• Providing customer service to Providence Bruins season ticket holders needs on their accounts and providing a great fan experience.
• Working with prospective season ticket holders to open up new accounts and build strong relationships with new clients.
• Make 80-100 calls a day to prospective Providence Bruins season ticket clients.

- Attend sporting events hosted by Merrimack College and assist with gameday operations including but not limited to statistics record keeping, public address announcing, play by play and color commentary duties.

- Assist athletic department with creating posters and other promotional items for select sporting events.

- Assist with other tasks provided by management.