Summary
Overview
Work History
Education
Skills
Accomplishments
Responsible for all Next gene 529 self directed accounts.
Timeline
Generic

Ruth Davis

Levittown,PA

Summary

Diligent accounting professional with superior account reconciliation skill and passion for continuous improvement. Bringing ten years of excellent performance in Accounting Manager roles and commendation for providing consistent empowering leadership.

Driven accounting professional aiming to leverage years of experience in accounting roles. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Personable New Accounts Representative with years' experience. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.

Overview

10
10
years of professional experience

Work History

New Accounts Officer

Merrill Lynch
05.2010 - 07.2020
  • Enhanced customer satisfaction by providing personalized banking solutions and maintaining a professional demeanor.
  • Developed comprehensive knowledge of all bank products, enabling tailored recommendations based on individual customer needs.
  • Utilized analytical skills to evaluate potential risks associated with each new account application.
  • Provided prompt resolution of customer issues, demonstrating commitment to exceptional service standards.
  • Assisted in training new employees on company policies, procedures, and software systems related to new accounts.
  • Received numerous customer compliments
  • Handled in danger customers situations with positive outcome.


Education

High School Diploma -

Neshaminy High School
Langhorne, PA
06.1966

Skills

  • Banking regulations knowledge
  • Goal-oriented mindset
  • Client Confidentiality
  • Compliance Monitoring
  • Documentation expertise
  • Banking operations knowledge
  • Trust fund regulations
  • cash management accounts
  • Ira's, Roth and Inherited iras
  • Next gen 529 college funds

Accomplishments

  • Supervised country wide onboarding associates on account set up.

Responsible for all Next gene 529 self directed accounts.

All applications for these accounts were processed for the clients who chose this type of account.

Received application reviewed for errors and missing information. Submitted to fraud for review.

If everything was in order proceeded with account entry.

If not in good order contacted client for missing detail.

If automatic deposit was required entered and set up the information needed.

Timeline

New Accounts Officer

Merrill Lynch
05.2010 - 07.2020

High School Diploma -

Neshaminy High School
Ruth Davis