Seth Bonvouloir
Derry
Summary
Detail-oriented professional with five years of experience in financial services and client relationship management. Skilled in verbal and written communication, financial literacy education, and efficient multitasking to support organizational goals and deliver exceptional member experiences.
Overview
5
5
years of professional experience
Work History
Member Service Representative
Service Credit Union
Derry
06.2024 - Current
- Supported members with account inquiries, processed transactions, and resolved issues to enhance member satisfaction
- Delivered quality service to members, fostering long-lasting relationships that contribute to member retention
- Educate members on financial topics, increasing their financial literacy
- Matched products and services to members based on financial goals and needs, ensuring tailored solutions for improved financial well-being
- Participant in the Leaders of Tomorrow Program
Armored Truck Driver
Loomis Armored US
Manchester
01.2024 - 06.2024
- Operated armoured vehicles on designated daily routes transporting cash
- Conducted thorough safety checks, confirming vehicle readiness for safe operation.
- Secured pickup locations, prioritizing safety for team during cash transport.
High Net Worth Representative
Fidelity Investments
Merrimack
06.2023 - 11.2023
- Managed client relationships for high net worth individuals.
- Processed more complex transactions such as international wires, QCDs, and large stock trades
- Collaborated with financial advisors to ensure the client's financial needs were met
Customer Relationship Associate
Fidelity Investments
Merrimack
03.2021 - 06.2023
- Executed stock, mutual fund, ETF, and option trades for clients
- Collaborated with internal departments to secure compromised client accounts, ensuring client trust and safety
- Educated clients on investment topics, enhancing their understanding of IRAs, trading, and brokerage accounts
- Provided account maintenance such as adding beneficiaries, processing RMDs, and assisting clients to link external bank accounts
Education
High School Diploma -
Campbell High School
Litchfield, NH06.2018
Some College (No Degree) - International Relations
Saint Michael's College
Colchester, VTSkills
- Customer relationship management
- Product matching
- Financial education
- Problem Solving
- Multitasking and organization
- Verbal/Written Communication
Timeline
Member Service Representative
Service Credit Union
06.2024 - Current
Armored Truck Driver
Loomis Armored US
01.2024 - 06.2024
High Net Worth Representative
Fidelity Investments
06.2023 - 11.2023
Customer Relationship Associate
Fidelity Investments
03.2021 - 06.2023
High School Diploma -
Campbell High School
Some College (No Degree) - International Relations
Saint Michael's College