Sierra Orlando
Conshohocken,PA
Summary
Motivated, highly organized financial services specialist with over ten years' experience servicing BNY's clients, consistently driving successful outcomes. Adept at multi-functional team collaboration and flexible in adapting to changing needs. Known for reliability, accuracy, and a strong dedication to client satisfaction through upholding BNY's Strategic Pillars and Principles.
Overview
11
11
years of professional experience
Work History
Subaccounting Specialist IV
The Bank of New York Mellon
03.2017 - Current
- Collaborated with 3-5 different transfer agencies to resolve rejected mutual fund NSCC trades and reported data for 10-50 trades to clients daily
- Multitasked by analyzing and reprocessing trades via phone calls, emails and faxes, liaising between 3-5 teams internally and externally
- Conducted daily research and resolution on 100-300 trade variances, including trades placed in foreign markets
- Contributed to client meetings/calls to discuss process improvements, ongoing projects, and risk mitigation opportunities
Shareholder Services Specialist III
The Bank of New York Mellon
05.2015 - 03.2017
- Interpreted and processed 10-20 mail-in requests daily pertaining to financial transactions, account openings, account transfers, and account maintenance for key shareholders and brokers
- Subject matter expert on written correspondence- drafted letters pertaining to financial transactions and deceased account holder legalities to shareholders, brokers, and attorneys
Shareholder Services Specialist II
The Bank of New York Mellon
10.2013 - 05.2015
- Fielded up to 50-60 inbound calls daily from shareholders, brokers, and attorneys on behalf of over ten mutual fund companies
- Serviced retirement, individual, corporate, and trust accounts
- Processed financial transactions and assisted with tax forms, account transfers, account maintenance, and online login inquiries, demonstrating ability to set callers at ease and de-escalate frustrations.
Education
Bachelor of Science - Business Administration
Millersville University
Millersville, PA05.2013
Skills
- Operational Risk Management
- Data analytics and reporting
- Training and mentoring
- Excellent written and verbal communication skills
- Superb customer relations
- Analytical thinking and problem solving
- Quality assurance
- Time management and multitasking
- Process improvement
- Meticulous attention to detail
RECOGNITION
- "Shout-Out" from Vanguard on 2024 Q3 scorecard call for proactivity and commitment
- Three consecutive Employee-of-the-Month awards for above-average call scores
- “Super Call” awarded by AMG Funds for outstanding shareholder service
Timeline
Subaccounting Specialist IV
The Bank of New York Mellon
03.2017 - Current
Shareholder Services Specialist III
The Bank of New York Mellon
05.2015 - 03.2017
Shareholder Services Specialist II
The Bank of New York Mellon
10.2013 - 05.2015
Bachelor of Science - Business Administration
Millersville University
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