Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Roxanne Gitau

Quincy,MA

Summary

Over 5 years of Sales, retail as well as banking experience delivering exceptional service and adding value to the customer, employer as well as all other stakeholders involved. Completed a Retail Management internship at Nordstrom in Irvine, California. Experience with cross selling, up selling and customer service Working at Huntington National Bank in Columbus, OH. Completed a project while working at Lowe's that analyzed customer spending behavior based on the utilization of the company issued MyLowes card. Experience working at large national retailers including Nordstrom, Lowe's, The limited, Gymboree and Belk Team Player with exceptional communication and organizing skills. Completed various school projects that focused on Transportation, Supply Chain Mgmt, Purchasing and Quantitative methods in Mgmt. Authorized to work in the US for any employer Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Accomplished retirement services specialist skilled at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition.

Overview

7
years of professional experience

Work History

AVENU & ANALYTICS
Quincy, MA

Client Service Analyst

Job overview

  • Present
  • Handles all escheated securities for the state of Delaware, including foreign securities.
  • Works with the state and brokers to receive and transfer securities to the appropriate claimant as wells as sell securities including worthless securities.
  • Balance DRP's for the state of Virginia.

Capital Management Partners
Peabody, MA

Retirement Services Specialist
06.2021 - 08.2021

Job overview

  • Assisted advisors with 401k plans as well as retail accounts with distributions, exchanges, preparing annual reviews and preparing invoices as well.
  • Assisted clients with distributions, account lockouts, and forms
  • Provided exemplary customer service to the clients and accomplished administrative tasks.
  • Reviewed performance of mutual funds and used morning star as well as other platforms to assist the advisor in picking funds that were best for our clients portfolios.

MFS INVESTMENT MANAGEMENT
Quincy, MA

Client Service Representative
01.2020 - 02.2021

Job overview

  • Responded to incoming phone calls from existing and potential MFS clients about MFS products.
  • Processed a variety of routine and financial and non-financial transactions such as distributions, exchanges, account opening while meeting quality.
  • Resolved basic account problems and questions such as cost basis inquiries, corporate actions, use of forms.
  • Initiated research on more complex problems by directing to appropriate work area for resolution.
  • Communicated by telephone, fax or email to shareholders, participants, broker/dealer, plan administrators and others to verify information or clarify requests or provide appropriate documentation to customers as requested
  • Maintained proper documentation of telephone calls and performed additional duties as requested.
  • Interacted with other departments within the service center to solve problems and answer questions.

Michael Kors
Wrentham, MA

Specialist
11.2019 - 01.2020

Job overview

  • Drive results by delivering an elevated customer experience
  • Perform operational tasks with excellence
  • Foster customer relationships by continually developing knowledge of current trends and styling techniques
  • Brainstorm with management to create innovative ways in order to maximize personal sales results.

JET TRANSPORTATION
Worcester, MA

Coordinator/Dispatcher
08.2019 - 01.2020

Job overview

  • Set schedules for drivers and use modern routing software in order to develop, alter and optimize delivery routes
  • Effectively communicate and serve as the liaison between customers and drivers
  • Prepare invoices
  • Hire and train driving personnel.
  • Managed over 50 customer calls per day.

ALLIANCE DATA
Westerville, OH

Customer Solutions Analyst
08.2018 - 02.2019

Job overview

  • Collected overdue payments on charge accounts, credit accounts and department stores such as Z-
  • Gallerie, Restoration Hardware, Ikea, Wayfair amongst others, airlines and other credit card issuing companies
  • Ensured production goals were met, complying with customer standards and Federal collection laws
  • Approved settlements, payment options and interest rate adjustments
  • Managed a customized on line collection system which provided documenting, scheduling, tracking and billing for both clients and debtor contract
  • Re-engineered company policies and procedures to improve efficiency
  • Consumer Escalations

JP MORGAN CHASE
Columbus, OH

customer service
04.2017 - 06.2018

Job overview

  • Provided excellent, by de-escalating calls and providing the best resolution possible in regards to consumer, business and wealth management accounts
  • Collaborated across multiple teams, to deliver on going requirements for reporting and monitoring compliance with regulatory standards
  • Planned and implemented initiatives that continuously improved the AML/KYC soundness of our products, services and information flow for our consumer and community banking consumer base
  • Pre-filled account opening documentation based upon input from bankers or directly from client
  • Acted as a subject matter expert and provided strategic guidance on required legal documents and process to onboard and/or renew client to PB platforms.

JCPENNEY
Columbus, OH

Customer Service
08.2016 - 12.2016

Job overview

  • Provided great customer service to customers by placing orders and ensuring the customers got their penny's worth
  • Cross selling and upselling merchandise to meet customers' needs
  • Tracked customers' orders being delivered via the fulfillment centers and the manufacturer
  • Made billing adjustments for merchandise that there was a shortage on or that had been damaged
  • Answered questions in regard to customers' rewards account and worked with the credit card department to assist customers with their payments.

HUNTINGTON NATIONAL BANK
Columbus, OH

Customer service
09.2015 - 06.2016

Job overview

  • Provided outstanding service and build relationships with over 100 customers' every day
  • Recognized cross-selling and up selling opportunities to suggestively sell and refer customers to our personal banking team
  • Worked individually and as a team to meet and exceed established goals
  • Maintained up to date knowledge of Huntington products, services, technologies and procedures
  • Compiled documentation necessary for effectively fulfilling customer needs
  • Received a quality award certificate for delivering excellent customer service
  • Prepared statements, reports and other financial documents upon request, using Huntington's data processing software.

NORDSTROM
Irvine, CA

Retail Management intern
06.2015 - 08.2015

Job overview

  • Helped customers become more informed and take advantage of savings by helping them open a
  • Nordstrom
  • Rewards account
  • Worked with management and employees on day to day tasks and initiatives such as stocking, re- merchandising, display, price markdowns and merchandise transfers
  • Completed a project for Nordstrom Retail Management Internship and made a presentation to a panel of managers
  • Located barriers to the customer experience, such as product placement, customer service, and communication issues, and work with stakeholders to develop strategies for overcoming these barriers
  • Received award for highest sales- per-hour (SPH) volume and most rewards opened of all retail management interns
  • Monitored customer preferences to determine focus of sales efforts.

LOWE'S
Conway, AR

Retail Salesperson
12.2012 - 05.2015

Job overview

  • Resolved customer complaints regarding sales and service
  • Delivered good customer service while conducting sales and ensuring that there is always adequate cash at the registers to conduct transactions
  • Maintained customer service to Lowe's standards and enhance customer experience by being knowledgeable on store items, their location and other related questions
  • Promoted My Lowe's program and Lowe's credit card
  • Process returns and internet orders
  • Monitored customer preferences to determine focus of sales efforts
  • Conferred or consulted with department heads to plan advertising services and to secure information on equipment and customer specifications
  • Conferred with potential customers regarding equipment needs and advise customers on types of equipment to purchase.

GYMBOREE
North Little Rock, AR

Sales Lead
06.2013 - 08.2013

Job overview

  • Provided exemplary customer service by identifying and responding to customer issues and needs
  • Maintained an outstanding buying experience for the customer by enhancing the visual look of the store
  • Executed floor leadership by setting the ideal example of an exceptional sales associate
  • Coached and developed sales associates
  • Worked with store manager in opening, closing and operating the retail facility including and not limited to cash handling and deposits as governed by operations control standards and completed other HR duties.

Education

UNIVERSITY oF CENTRAL ARKANSAS
Conway, AR

Bachelor's from Marketing & Supply Chain Management
05.2015

University Overview

FRANKLIN UNIVERSITY
Columbus, OH

MS from Marketing & Communications

University Overview

Skills

  • Risk management
  • Marketing automation
  • Data visualization
  • Excellent communication skills
  • Bilingual
  • Team player
  • Excel
  • Conflict management
  • Customer Service
  • Analytics
  • Email Marketing
  • Supply Chain
  • Data Analysis
  • Digital Marketing
  • Salesforce
  • Market Research
  • Tech Savvy
  • Leadership
  • Data Interpretation
  • Banking experience
  • Comparative Analysis
  • Retail experience
  • Reporting
  • Detailed and Organized
  • Supplier Relationship
  • Research
  • Analytical
  • Risk Management
  • Conflict Management
  • Microsoft Office
  • Spreadsheets
  • Data Visualization
  • Marketing Automation
  • Social Media
  • Mutual funds
  • Investment planning

Timeline

Retirement Services Specialist
Capital Management Partners
06.2021 - 08.2021
Client Service Representative
MFS INVESTMENT MANAGEMENT
01.2020 - 02.2021
Specialist
Michael Kors
11.2019 - 01.2020
Coordinator/Dispatcher
JET TRANSPORTATION
08.2019 - 01.2020
Customer Solutions Analyst
ALLIANCE DATA
08.2018 - 02.2019
customer service
JP MORGAN CHASE
04.2017 - 06.2018
Customer Service
JCPENNEY
08.2016 - 12.2016
Customer service
HUNTINGTON NATIONAL BANK
09.2015 - 06.2016
Retail Management intern
NORDSTROM
06.2015 - 08.2015
Sales Lead
GYMBOREE
06.2013 - 08.2013
Retail Salesperson
LOWE'S
12.2012 - 05.2015
Client Service Analyst
AVENU & ANALYTICS
UNIVERSITY oF CENTRAL ARKANSAS
Bachelor's from Marketing & Supply Chain Management
FRANKLIN UNIVERSITY
MS from Marketing & Communications
Roxanne Gitau