Robert Carter
Palatine,IL
Summary
Complex problem-solver with analytical and driven mindset. Dedicated to achieving demanding development objectives according to tight schedules while producing impeccable code.
Overview
9
9
years of professional experience
Work History
Investment Retail Banking Senior Solution Specialist
Merrill
01.2017 - Current
- Manages and oversees financial advisors for investment banking compliance regulations purposes
- Assists with document remediation by making critical account changes and/or updates, Document processing, Investment transfer processing
- Outbound call support for internal and external clients to rectify any issues to ensure bank regulations and compliance is being always met
- Delivering high quality customer service, stressing client focus, product knowledge, and problem resolution
- Provide internal and external clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel
- Promotion from Retail Relationship Manager of Bank of America to Merrill investment banking in 2019.
Retail Relationship Banker
BMO Harris
01.2015 - 01.2017
- Managed and expanded client portfolio through exceptional relationship building and client management
- Analyzed and managed large volumes of customer data and inquires
- Led audit applications for accuracy and ensure regulatory compliance for yearly and semiannual bank audits
- Ability to make sound decisions during time constrains to assist clients and business needs
- Trained and developed new market talent to become Retail Relationship Banker
- Lead the Bank at Work initiative to expand the bank footprint in the community
- Lead teller drawer and balanced bank vault with selling and ordering money for the bank
- Promoted from a Universal Banker to a relationship banker.
Education
Bachelor of Arts in Business and Economics -
University of Illinois at Springfield
05.2013
Skills
- Data Entry
- Salesforce
- Microsoft office
- Banking Servers and Technology
- Bank Compliance and Regulations
- Audit
- Investment banking Servers and Technology
- Leadership
- Management and coaching development
- Analytical
- Customer oriented
- Training
- Problem-Solving
- Project Management
- Technical Support
- Documentation Management
- Best Practices Implementation
- Innovative
- Teamwork and Collaboration
- Customer Relationship Management
- Performance Improvement
- Process Improvement
- Cross-Functional Teamwork
- Stakeholder Management
Timeline
Investment Retail Banking Senior Solution Specialist
Merrill
01.2017 - Current
Retail Relationship Banker
BMO Harris
01.2015 - 01.2017
Bachelor of Arts in Business and Economics -
University of Illinois at Springfield
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