Moussa Anne
Operation Analyst
Columbus,OH
Summary
Customer-focused banking and finance professional with over10 years of experience, recognized for being results-driven and a collaborative problem solver. Fluent in English, French, Fulani, and Wolof, with a proven track record in client operations, wealth management, and business leadership. Demonstrates expertise in process improvement, risk mitigation, and delivering exceptional customer service. Proficient in MS Office, Bloomberg, and various financial systems, with strong project management and audit skills.
Versatile Operations Supervisor successful at taking on routine and complex business challenges with resourceful and creative approach. Recognized as driven, dedicated and hardworking leader with history of streamlining operations and increasing results.
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Clients Operation Analyst - ISG Fixed Income
Morgan Stanley
03.2022 - Current
- Responsible for completing daily processing tasks
- Investigate and resolve issues to ensure client onboarding, account opening, trade allocation, confirmation processing, and settlement occur
- Maintain excellent client relationships at the operational middle/back-office level
- Contribute to projects and initiatives, develop and implement process improvements
- Key contact with internal stakeholders, including direct contact with both Sales and Trading, as well as other Operations teams, including Trade Support and Settlement
- Optimized operational processes by analyzing system performance and identifying areas for improvement.
- Conducted data analysis for identifying trends and informing strategic decisions.
- Improved efficiency with streamlined workflow processes and documentation.
- Enhanced reporting accuracy, creating detailed dashboards and visualization tools.
- Analyzed key performance indicators to support strategic planning and forecasting.
- Developed reports for operational insights and informed decision-making processes.
- Reduced operational bottlenecks by redesigning process flows and eliminating redundancies.
- Increased operational efficiency with data-driven strategies and insights.
- Enhanced process performance, conducting root cause analysis and implementing corrective actions.
- Provided actionable insights for improving operational outcomes and driving business growth.
- Utilized analytics tools to optimize resource allocation and minimize costs.
- Improved operational strategies with comprehensive data analysis and reporting.
- Collaborated with cross-functional teams to implement process improvements and enhance service delivery.
- Conducted performance analysis to identify trends and support management decisions.
- Enhanced operational efficiency, leveraging advanced data analytics and reporting techniques.
- Optimized workflow processes by analyzing operational data and identifying inefficiencies.
- Analyzed key performance indicators for enhancing organizational productivity.
- Improved operational efficiency by collaborating with cross-functional teams.
- Developed strategic plans to streamline operations and reduce costs.
- Increased productivity with comprehensive data analysis and reporting.
- Conducted research to identify trends and support decision-making processes.
- Enhanced data accuracy by implementing robust quality assurance measures.
- Identified areas for improvement in operational procedures for greater efficiency.
- Provided insights to management through detailed operational reports.
- Led initiatives to optimize resource allocation and utilization.
- Reduced operational bottlenecks by redesigning workflow processes.
- Collaborated with stakeholders to implement effective operational strategies.
- Improved decision-making with in-depth analysis of operational metrics.
- Evaluated current processes to recommend enhancements in operations.
- Streamlined reporting procedures to ensure timely data delivery.
- Assisted in development of strategic initiatives to improve operations.
- Enhanced team performance by providing actionable data insights.
- Identified cost-saving opportunities through thorough operational reviews.
- Facilitated communication between departments to improve operational alignment.
- Supported project execution by providing detailed operational analysis.
- Managed multiple projects simultaneously while maintaining strict deadlines, ensuring successful completion within budget constraints.
- Improved operational efficiency by identifying and implementing process improvements and streamlining workflows.
- Maintained a strong focus on customer satisfaction, ensuring timely resolution of issues and implementing proactive measures to prevent future occurrences.
- Partnered with quality assurance teams in evaluating internal controls and compliance measures aligned with regulatory standards.
- Developed comprehensive reporting tools to enhance visibility into key business metrics for stakeholders.
- Evaluated current systems, identified areas of improvement, and recommended technology upgrades to streamline operations.
- Supported change management efforts by effectively communicating new processes, procedures, and expectations to all affected personnel.
- Worked closely with IT teams to implement system enhancements that streamlined data collection and analysis processes for increased accuracy in reporting results.
- Reduced operational costs through strategic vendor negotiations and process optimizations.
- Collaborated with finance teams to develop budgets, monitor expenditures, and ensure adherence to financial guidelines.
- Analyzed data trends for informed decision-making, leading to cost savings and improved performance.
- Enhanced collaboration between cross-functional teams by establishing effective communication channels and facilitating meetings.
- Contributed to a positive work environment by fostering open communication channels among team members, resolving conflicts promptly.
- Optimized resource allocation by analyzing workload patterns and making necessary adjustments based on project requirements.
- Assisted in the development of long-term strategic plans aimed at improving overall company performance and profitability.
- Implemented risk management strategies to mitigate potential issues, resulting in more stable operations.
- Conducted root cause analyses on operational inefficiencies, leading to the implementation of corrective actions that increased overall effectiveness.
- Increased team productivity by developing training materials and conducting workshops for new hires and existing staff members.
- Spearheaded collaborative efforts between departments by sharing insights, best practices, and resources for enhanced operational performance.
- Collected, arranged, and input information into database system.
- Conducted research and analysis to develop model-based solutions to complex operational problems.
- Presented results of mathematical modeling and data analysis to management or other end users.
- Created models to forecast and predict quantitative and comparative evaluations of various business solutions.
- Identified and analyzed project risks and developed mitigation strategies.
- Developed written documents and reports related to programs and operations.
- Determined and developed algorithms to improve and optimize operational processes.
- Performed validation and testing of models to promote adequacy and reformulate models as necessary.
- Designed data optimization and interfaces for user interaction.
- Formulated mathematical or simulation models of problems, relating constants, and variables, conflicting objectives and related numerical parameters.
- Devised modeling and measuring techniques using statistical and engineering methods.
Virtual Client Solutions - Wealth Management
Morgan Stanley
03.2020 - 03.2022
- Process and follow up on participant service requests to ensure timely execution
- Set appropriate timeline expectations for requests and follow up within that timeframe when necessary
- Effectively navigate firm systems for all workflow processing and participant requests
- Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations
- Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
- Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to all activity to ensure risk mitigation
- Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures
- Uphold requirements of the Quality Assurance guidelines
- Streamlined internal processes by implementing efficient data management systems and workflows.
- Prepared detailed reports that summarized the performance of various investments within a client''s portfolio.
- Enhanced client satisfaction by providing comprehensive financial planning and investment advice.
- Assisted in portfolio management for optimal asset allocation and diversification.
- Provided expert guidance on tax-efficient investing strategies designed to minimize liabilities while maximizing returns for clients.
- Presented data and report findings to advisory staff on assigned topics.
- Contributed to business development efforts by identifying potential referral sources within existing networks of clients and prospects.
- Provided administrative support to team of wealth management experts creating advice-based solutions.
- Generated reports based on cost-based research.
- Improved operational efficiency by automating routine tasks using advanced software applications.
- Constructed cash flow projections for high net worth clientele.
- Supported senior wealth managers with preparing customized financial plans tailored to individual client needs.
- Developed strong relationships with clients through regular communication and exceptional customer service.
- Collaborated with service lines defining wealth targets and goals for individual clients.
- Evaluated risk tolerance levels of clients to align investment strategies with their specific goals and objectives.
- Worked closely with wealth advisors on developing targeted prospecting lists based on investor profiles.
- Proactively identified areas of improvement within the intern program itself by providing constructive feedback and suggesting enhancements for future interns.
- Analyzed investment styles, markets and characteristics.
- Conducted administrative functions based on guidance from and needs of financial advisory teams.
- Assisted in the creation of marketing materials to attract new clients and promote wealth management services.
- Maintained up-to-date knowledge of industry news, trends, and regulatory changes, ensuring compliance with best practices.
- Monitored economic indicators and market conditions, adjusting client portfolios accordingly for optimal performance.
- Organized marketing efforts using social media outlets to facilitate opportunities for growth.
- Utilized advanced financial tools to analyze client portfolios, optimizing investment strategies for maximum returns.
- Assisted financial planners with research and collecting data.
- Collaborated with cross-functional teams to develop innovative solutions for complex wealth management issues.
- Conducted thorough market research to identify potential investment opportunities and risks.
- Participated in client meetings, effectively communicating investment strategies and recommendations.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Delivered strategic investment advice for individual and corporate clients.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Presented financial plans and investment recommendations to clients.
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Researched and evaluated potential investment products for clients.
- Collaborated with clients to develop customized investment portfolios.
- Recommended specific investments to help clients meet financial goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Created financial models to analyze and evaluate investment strategies.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Implemented exit strategies for clients to transition out of investments.
Business Specialist - Manager on Duty
JPMorgan Chase Bank
01.2019 - 03.2020
- Provide leadership to the branch staff
- Provide a high level of service and to increase the performance of the bank branch
- Ensure that the staff is aware of the branch's objectives and performance standards
- Performed account opening and maintenance for personal and business Account
- Consistently built long-term relationships with existing and new customers.
- Established strong relationships with key stakeholders through effective negotiation and collaboration techniques.
- Managed vendor relationships effectively through regular communication updates and performance evaluations, ensuring high-quality products and services were provided at competitive prices.
- Led cross-functional teams to successfully execute complex projects on time and within budget constraints.
- Proactively addressed escalated customer issues with timely resolutions that also identified root causes for preventative action in the future.
- Achieved higher customer satisfaction ratings by streamlining communication processes between departments.
- Evaluated employee performance through regular feedback sessions, identifying opportunities for growth and providing necessary support to help team members meet their professional goals.
- Delivered comprehensive financial analysis reports to inform budgeting decisions, leading to more accurate forecasting and resource allocation.
- Served as a liaison between executive leadership and departmental staff, ensuring clear communication channels were maintained at all times.
- Conducted thorough market research to gain valuable insights into competitors'' strategies and industry trends, informing future strategic decisions.
- Implemented cost-saving measures, reducing overhead expenses and boosting overall profitability.
- Identified opportunities for process improvement, implementing changes that led to increased efficiency and productivity across all departments.
- Spearheaded the implementation of innovative marketing campaigns, resulting in increased brand awareness and customer acquisition.
- Conducted research to identify customer needs.
- Created detailed project plans outlining scope, timelines, resources required, and potential risks involved in each project phase.
- Coordinated multidisciplinary team meetings to discuss project progress regularly while addressing any concerns or obstacles in a timely manner.
- Prepared and maintained records of sales and revenue.
- Promoted a culture of continuous learning by providing ongoing training opportunities for team members, leading to improved skill sets and increased employee retention rates.
- Developed new business strategies for increased revenue generation and market expansion.
- Championed diversity and inclusion initiatives within the workplace, creating a more welcoming environment for employees from all backgrounds to thrive.
- Streamlined operational workflows by identifying inefficiencies within existing systems, recommending improvements that resulted in significant time savings while maintaining quality standards.
- Conducted risk assessments for potential business ventures, weighing the pros and cons before making informed decisions on whether to pursue new opportunities or not.
- Assisted in the development of company policies related to personnel management, fostering a positive work environment where employees felt valued and supported.
- Developed growth strategies based on customer satisfaction and financial gain.
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Led restructuring of organization internal processes, resulting in improved performance.
- Performed as consultant for startup business in areas of marketing, logistics, and training to various behavioral healthcare service professionals.
- Developed complete business plans and operational strategies for new and existing business.
- Generated reports detailing findings and recommendations.
- Devised and implemented processes and procedures to streamline operations.
- Evaluated customer needs and feedback to drive product and service improvements.
- Conducted regular reviews of operations and identified areas for improvement.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Educated staff on organizational mission and goals to help employees achieve success.
- Created and managed project plans, timelines and budgets.
- Observed packing operations to verify conformance to specifications.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Maintained database systems to track and analyze operational data.
- Collected, arranged, and input information into database system.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Gathered, organized and input information into digital database.
- Developed effective improvement plans in alignment with goals and specifications.
- Frequently inspected production area to verify proper equipment operation.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
- Trained employees in essential job functions.
- Responded to customer concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
- Handled employee-related issues to improve performance, professional conduct, and attendance reliability.
- Provided exceptional customer service, addressing concerns promptly and ensuring repeat business from satisfied clients.
- Enhanced customer satisfaction through consistent monitoring of service quality and staff performance.
- Collaborated with other managers on strategic initiatives, sharing best practices to achieve common goals across the organization.
- Mentored junior team members for career development, offering ongoing guidance on goal setting, skill-building, and performance improvement strategies.
- Improved team productivity by implementing efficient scheduling and task delegation processes.
- Reduced employee turnover by fostering a positive work environment and offering professional development opportunities.
- Ensured compliance with company policies, industry regulations, and safety standards by conducting regular audits and providing necessary training to employees.
- Increased sales revenue by identifying growth opportunities and implementing effective marketing strategies.
- Initiated plans to improve customer relations, quality standards, and service efficiency.
- Proactively identified potential issues within the workplace, taking corrective actions to maintain seamless operations at all times.
- Managed inventory effectively by regularly tracking stock levels and placing orders as needed to minimize waste or shortages.
- Established clear lines of authority within the team hierarchy which contributed towards improved collaboration amongst colleagues.
- Evaluated employee performance fairly during annual reviews using measurable criteria based on job responsibilities.
- Led successful cross-functional projects to drive business growth and improve operational efficiency.
- Streamlined operations, optimizing resource allocation and prioritizing high-impact tasks.
- Developed and implemented strategies to increase sales and profitability.
- Developed comprehensive reports for senior management, highlighting key performance metrics and areas for improvement.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Developed detailed plans based on broad guidance and direction.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Defined clear targets and objectives and communicated to other team members.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Managed senior-level personnel working in marketing and sales capacities.
- Launched quality assurance practices for each phase of development
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
Personal Banker
JPMorgan Chase Bank
10.2016 - 05.2019
- Consistently strived to deliver a great customer experience
- Performed account opening and maintenance for customers
- Accurately processed credit applications
- Initiated international and domestic wire transfers
- Provided online and mobile banking assistance to customers
- Monitored ATM machine to replenish cash as needed and process deposit settlement
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Processed deposits, withdrawals and ACH transfers accurately.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Followed up with customers to gather feedback and provide additional assistance.
- Facilitated workshops on financial literacy for clients, empowering them with knowledge for better financial decisions.
- Increased branch revenue by cross-selling banking products tailored to individual client needs.
- Negotiated favorable terms for clients in loan restructuring, providing financial relief.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
- Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
- Conducted comprehensive needs assessments to match clients with optimal banking products, boosting customer satisfaction.
- Trained new personal bankers, elevating team performance and service quality.
- Spearheaded community outreach programs, increasing brand awareness and client base.
- Identified opportunities for business growth by analyzing client feedback and market trends.
- Achieved recognition for outstanding customer service, setting benchmark for colleagues.
- Maintained high accuracy in transaction processing, ensuring client trust and financial security.
- Enhanced client investment portfolios with personalized financial advice and product recommendations.
- Delivered personalized banking solutions to high-net-worth clients, solidifying trust and satisfaction.
- Optimized account management practices, leading to improved client retention rates.
- Pioneered adoption of new CRM system, enhancing client data management and service personalization.
- Streamlined loan application processes, reducing wait times and improving client experience.
- Enhanced digital banking adoption among clients with targeted education initiatives.
- Conducted regular portfolio reviews with clients, aligning financial strategies with changing needs and goals.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Greeted customers and delivered information about new account processes.
- Implemented financial strategies that significantly reduced client debt levels.
- Presented new and additional products and services to existing customers.
- Collected customer information and completed new account forms.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Maintained customer records and updated account information.
- Explained account terms and conditions to customers.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Activated new accounts and issued customer identification numbers.
- Monitored accuracy of customer information in system.
- Reconciled customer accounts and balanced daily transactions.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Processed customer payments and account setup charges.
- Tracked and processed customer account requests and applications.
- Provided customers with additional information regarding account services.
Faculty Support Services
Franklin University
09.2017 - 04.2019
- Providing administrative support for Faculty Development offerings, programs, and special projects
- Notify students of class assignments, room changes, class cancellations, media services, and set up class recording requests
- Maintaining security of materials and equipment
- Assist the Moot Court students to finalize, copy and distribute briefs
- Answering phones, responding to emails, delivering faculty mail, assisting with photocopying
- Improved customer satisfaction by addressing and resolving support issues promptly and professionally.
- Facilitated communication between clients, vendors, and internal departments to resolve complex problems quickly.
- Handled sensitive customer information securely following strict protocols established internally regarding data privacy protection measures such as encryption standards required when transmitting files electronically via email attachments sent from company email accounts only.
- Mentored junior associates joining the organization who lacked prior experience working directly with clients needing assistance troubleshooting problems related mainly towards computer systems hardware/software components causing operational inefficienci
- Conducted regular audits of support case data, identifying areas for improvement and recommending corrective actions.
- Maintained a high level of service quality with consistent attention to detail and thorough documentation of client interactions.
- Organized weekly team meetings to review performance metrics, discuss ongoing projects or initiatives related specifically towards improving overall departmental efficiency levels while also providing an opportunity where each member could voice any concerns they may have about current workloads which might require additional resources be allocated accordingly.
- Demonstrated strong analytical skills required in determining root causes behind recurring technical issues reported frequently by end-users, leading to more effective long-term solutions being implemented through software updates or hardware upgrades as necessary.
- Enhanced team efficiency by streamlining workflow processes and implementing best practices in support services.
- Reduced response times for support inquiries, prioritizing tasks effectively and managing workload efficiently.
- Provided exceptional technical assistance through phone calls, emails, or remote access tools as needed by customers seeking help with various software applications or hardware devices used in their workplace environment.
- Assisted colleagues in troubleshooting difficult cases, sharing knowledge and expertise to drive collective success.
- Proactively identified potential challenges within the support services function, developing strategies to mitigate risks before they became critical issues.
- Achieved timely resolution of escalated cases by coordinating efforts with subject matter experts across the organization.
- Collaborated with cross-functional teams to provide comprehensive solutions for client needs, resulting in increased satisfaction rates.
- Developed training materials for new support associates, ensuring a smooth onboarding process and successful integration into the team.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Delivered prompt service to prioritize customer needs.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Maintained up-to-date knowledge of product and service changes.
- Educated customers about billing, payment processing and support policies and procedures.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Responded proactively and positively to rapid change.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Promptly responded to inquiries and requests from prospective customers.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Trained new personnel regarding company operations, policies and services.
- Managed timely and effective replacement of damaged or missing products.
- Sought ways to improve processes and services provided.
- Identified and resolved discrepancies and errors in customer accounts.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Cross-trained and provided backup support for organizational leadership.
- Trained staff on operating procedures and company services.
- Increased efficiency and team productivity by promoting operational best practices.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Investigated and resolved accounting, service and delivery concerns.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Cross-trained and backed up other customer service managers.
- Implemented and developed customer service training processes.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
- Created and maintained detailed database to develop promotional sales.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Associate Banker
JPMorgan Chase Bank
01.2016 - 10.2016
- Examined checks for identification and endorsement
- Entered member transaction data into the online banking software
- Reported daily averages and shortages to the operations department
- Balanced daily cash deposits and vault inventory with a zero-error rate
- Delivered prompt, accurate and excellent customer service
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Improved referral rates from satisfied clients by building strong relationships based on trust transparency.
- Fostered a positive work environment by actively contributing to team meetings sharing ideas on improving operational efficiency.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted clients in achieving financial goals through comprehensive financial planning and investment advice.
- Educated customers on features and benefits of banking products and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Referred customers to other banking departments for specialized services.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Monitored and verified suspicious activity on customer accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Established rapport with new clients to increase satisfaction and loyalty.
- Executed wire transfers, stop payments and account transfers.
- Received loan and utility payments, sending funds to correct destinations.
- Processed applications for new accounts.
- Cross-sold credit cards, loans and other bank products.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Handled various accounting transactions.
- Calculated fees due, interest and change for customer transactions.
- Trained new hires on customer service policies and procedures.
- Generated monthly reports on customer activity and customer feedback.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Wrote and distributed customer correspondence.
Customer Service Analyst
Worldwide Marketing
05.2014 - 08.2014
- Responsible for obtaining sales and budgeting
- Calculated sales commissions for employers
- Conducted break even analysis
- Responsible for campaign sales for AT&T U-verse
- Boosted sales revenue by skillfully promoting diverse service options.
- Answered constant flow of customer calls with minimal wait times.
- Cultivated customer loyalty, promoted repeat business, and improved sales.
- Provided information regarding charge accounts and loyalty programs.
- Evaluated account and service histories to identify trends, using data to mitigate future issues.
- Implemented targeted training programs based on individual performance assessments, addressing identified skill gaps effectively.
- Assisted in user acceptance testing for new software implementations, ensuring seamless integration into daily operations without negatively impacting customers'' experience.
- Streamlined processes for improved efficiency, implementing new CRM systems and training protocols.
- Managed escalated customer complaints to successful resolution, ensuring satisfaction and continued loyalty.
- Maintained up-to-date knowledge about industry trends and best practices in order to provide relevant guidance when required.
- Identified trends in customer inquiries, providing insights to improve products or services accordingly.
- Demonstrated flexibility in handling varying workloads by adapting quickly under changing circumstances while maintaining focus on results.
- Enhanced customer satisfaction by swiftly resolving complex issues and providing tailored solutions.
- Contributed positively to the company''s reputation by consistently delivering excellent service experiences across all touchpoints.
- Conducted thorough root cause analyses for recurring issues, implementing preventive measures to minimize future occurrences.
- Actively participated in company-wide initiatives to promote a customer-centric culture, consistently striving for excellence in service delivery.
- Improved overall team morale through open communication channels and fostering a supportive work environment.
- Developed comprehensive reports on key performance indicators, presenting findings to senior management for informed decisionmaking.
- Boosted team productivity through effective coaching, performance monitoring, and regular feedback sessions.
- Reduced call wait times by optimizing staffing schedules and implementing callback options.
- Proactively anticipated potential customer concerns, developing strategies to address them before they escalated into larger issues.
- Coordinated closely with sales teams to ensure accurate information dissemination and timely support for account-related matters.
- Achieved high customer retention rates with exceptional communication skills and a deep understanding of client needs.
- Increased first-call resolution rates by creating an extensive knowledge base for quick reference during interactions with customers.
- Collaborated cross-functionally to develop strategies for continuous improvement in service quality.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Delivered prompt service to prioritize customer needs.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Maintained up-to-date knowledge of product and service changes.
- Educated customers about billing, payment processing and support policies and procedures.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Responded proactively and positively to rapid change.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Promptly responded to inquiries and requests from prospective customers.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Trained new personnel regarding company operations, policies and services.
- Managed timely and effective replacement of damaged or missing products.
- Sought ways to improve processes and services provided.
- Identified and resolved discrepancies and errors in customer accounts.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Cross-trained and provided backup support for organizational leadership.
- Trained staff on operating procedures and company services.
- Increased efficiency and team productivity by promoting operational best practices.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Investigated and resolved accounting, service and delivery concerns.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Cross-trained and backed up other customer service managers.
- Implemented and developed customer service training processes.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
- Created and maintained detailed database to develop promotional sales.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Payment Processor
CGA Company General D'Assurance
02.2014 - 05.2014
- Responsible for processing payment claims
- Analyzed accounting operations
- Responsible for all data entry utilizing Excel
- Managed high-volume payment processing tasks, consistently meeting deadlines without compromising accuracy or quality.
- Monitored outstanding balances, following up on overdue payments to minimize loss or delay in revenue collection.
- Streamlined payment processing by implementing efficient systems and organizational strategies.
- Evaluated emerging technologies and software applications to determine potential benefits for enhancing the payment processing function, recommending new tools or upgrades as appropriate.
- Strengthened security measures for sensitive customer information by adhering to strict guidelines and protocols.
- Provided exceptional customer service by resolving inquiries related to payments, account balances, and transaction discrepancies.
- Optimized payment processing department performance by establishing and monitoring key performance metrics, identifying areas for improvement, and implementing targeted solutions.
- Collaborated with the accounting team to ensure proper posting of payments to appropriate accounts.
- Conducted regular reviews of internal controls within the payment processing function, recommending improvements as necessary for compliance purposes.
- Enhanced customer satisfaction with timely and accurate payment processing, addressing any issues promptly and professionally.
- Negotiated favorable terms with banking partners for improved cash flow management and reduced transaction fees.
- Assisted in the development of training materials for new Payment Processors, ensuring a smooth onboarding process.
- Increased accuracy in payment processing through meticulous attention to detail and thorough data entry.
- Utilized software tools for effective tracking, analysis, and reporting on key performance indicators within the payment processing function.
- Reduced errors in payment transactions by regularly reviewing and reconciling financial records.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Monitored accounts to verify compliance with payment terms and schedules.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Handled day-to-day accounting processes to drive financial accuracy.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Matched purchase orders with invoices and recorded necessary information.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Input financial data and produced reports using [Software].
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Inspected account books and recorded transactions.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Entered figures using 10-key calculator to compute data quickly.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Implemented new accounting processes to decrease spending and work flow downtime.
Financial Processor/Customer Service Representative
BSIC Bank
08.2011 - 12.2011
- Provided excellent customer service by cash handling and processing customer transactions
- Assisted clients and potential clients to succeed financially by implementing bank products and services
- Met and exceeded daily and quarterly goals by way of referrals for product placement and financial services
- Followed daily compliance and regulations
- Improved financial processes by implementing innovative software tools and streamlining data entry procedures.
- Provided ongoing support to internal departments by addressing financial inquiries and offering guidance on best practices, ultimately improving overall organizational performance.
- Efficiently managed client portfolios, regularly reviewing investment performance to ensure alignment with individual goals and risk tolerance levels.
- Enhanced customer satisfaction with timely resolution of inquiries and efficient handling of financial transactions.
- Assisted in the preparation of accurate financial reports for senior management, contributing to informed decisionmaking.
- Contributed to improved cash flow management by monitoring accounts receivable and following up on overdue payments.
- Conducted thorough risk assessments for new investments, supporting prudent decision-making throughout the organization.
- Proactively identified potential issues within accounting systems; implemented corrective actions that minimized operational disruptions.
- Developed strong relationships with clients, fostering trust and promoting long-term business partnerships.
- Participated in process improvement initiatives, driving efficiencies across various financial functions within the organization.
- Managed high-volume transaction processing, maintaining accuracy while consistently meeting deadlines.
- Supported audit preparations by organizing financial records and gathering all necessary documentation, resulting in successful audit outcomes.
- Implemented cost-saving measures through careful analysis of expense reports and identification of potential areas for improvement.
- Reduced processing errors by establishing clear guidelines and providing thorough training for new team members.
- Optimized payment processing procedures, enhancing both internal efficiency and external vendor relations.
- Collaborated with cross-functional teams to develop and implement strategies for optimizing financial operations.
- Maintained strict adherence to regulatory requirements, ensuring company compliance with industry standards.
- Prepared detailed budget forecasts, allowing management to make strategic decisions based on accurate financial data.
- Played a key role in facilitating mergers and acquisitions by preparing comprehensive due diligence reports on target companies'' finances.
- Streamlined account reconciliation process, enabling faster identification of discrepancies and prompt resolution.
- Provided exceptional customer service to internal and external customers.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Input financial data and produced reports using [Software].
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Inspected account books and recorded transactions.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Entered figures using 10-key calculator to compute data quickly.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Boosted team morale by consistently recognizing colleagues' contributions and achievements.
- Led quarterly customer service meetings to review performance and set goals for improvement.
- Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
- Fostered positive customer service culture within team which led to higher customer satisfaction rates.
- Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
- Implemented rewards program that encouraged repeat business and strengthened customer relationships.
- Conducted training sessions for new hires, ensuring consistent level of service across team.
- Participated in training programs to enhance product knowledge and customer service skills.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
- Participated in cross-functional teams to discuss ways to improve overall customer satisfaction across company.
- Customized support strategies for high-priority clients to ensure their specific needs were met.
- Coordinated with logistics department to expedite shipping for urgent customer orders.
- Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
- Maintained detailed records of customer interactions, contributing to comprehensive database for future reference.
- Collaborated with product team to communicate customer feedback, resulting in product enhancements.
- Analyzed customer service metrics to identify trends and develop strategies for improvement.
- Updated company's FAQ section to include answers to common customer questions, reducing inquiry volume.
- Developed feedback system for customers to share their service experience, leading to actionable improvements.
- Addressed customer inquiries to ensure satisfaction and foster positive service experience.
- Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
- Improved resolution time with effective problem-solving for customer complaints.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered prompt service to prioritize customer needs.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Maintained up-to-date knowledge of product and service changes.
- Met customer call guidelines for service levels, handle time and productivity.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Educated customers about billing, payment processing and support policies and procedures.
- Responded proactively and positively to rapid change.
- Promptly responded to inquiries and requests from prospective customers.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Trained new personnel regarding company operations, policies and services.
- Sought ways to improve processes and services provided.
- Managed timely and effective replacement of damaged or missing products.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Cross-trained and provided backup support for organizational leadership.
- Investigated and resolved accounting, service and delivery concerns.
- Trained staff on operating procedures and company services.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Increased efficiency and team productivity by promoting operational best practices.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Implemented and developed customer service training processes.
- Cross-trained and backed up other customer service managers.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Created and maintained detailed database to develop promotional sales.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
- Identified and resolved discrepancies and errors in customer accounts.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
Education
Master of Business Administration - MBA
Franklin University
05.2019
Bachelor of Science - Financial Management
Franklin University
05.2016
Associate Degree - Banking and Finance
University de L'Entreprise
09.2011
Skills
- MS Office, Outlook
- Claims Processing, Basic Accounting
- Bloomberg, MarketAxess, Vista, SafeGui, Salesforce
- Vista Trading, Alert, Qwest, Inbox Manager
- Project management,
- Knowledge of pertinent IT financial systems
- Audit skills
- Data analysis
- Operational efficiency
- Problem-solving
- Project coordination
- KPI development
- Market research
- Analytical thinking
- Process optimization
- Performance metrics
Certification
Notary Public for the State of Ohio – Columbus, Ohio – Feb2017- Jan2022
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Languages
English
French
Wolof
Fulani
Timeline
Clients Operation Analyst - ISG Fixed Income
Morgan Stanley
03.2022 - Current
Virtual Client Solutions - Wealth Management
Morgan Stanley
03.2020 - 03.2022
Business Specialist - Manager on Duty
JPMorgan Chase Bank
01.2019 - 03.2020
Faculty Support Services
Franklin University
09.2017 - 04.2019
Personal Banker
JPMorgan Chase Bank
10.2016 - 05.2019
Associate Banker
JPMorgan Chase Bank
01.2016 - 10.2016
Customer Service Analyst
Worldwide Marketing
05.2014 - 08.2014
Payment Processor
CGA Company General D'Assurance
02.2014 - 05.2014
Financial Processor/Customer Service Representative
BSIC Bank
08.2011 - 12.2011
Bachelor of Science - Financial Management
Franklin University
Associate Degree - Banking and Finance
University de L'Entreprise
Master of Business Administration - MBA
Franklin University
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