Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Certification
Timeline
Generic
WHITNEY DOUGLAS

WHITNEY DOUGLAS

QUEENS VILLAGE,NY

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Experience RELATIONSHIP BANKER

CHASE BANK
08.2019 - Current
  • Advised customers on bank products, services and financial planning options
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling
  • Developed culture of success rewarding performance, productivity and sales results
  • Reduced bank losses by setting successful risk management policies
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues
  • Improved decision-making by using current data on market conditions and individual financial situations
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.

CUSTOMER SERVICE REPRESENTATIVE

Slomin's
11.2017 - 08.2019
  • Demonstrated excellent communication skills in resolving product and consumer complaints
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
  • Upheld quality control policies and procedures to increase customer satisfaction
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification
  • Answered inbound calls, chats and emails to facilitate customer service.

Asset Management Intern

University Center, International Trade, UCEDIT
08.2015 - 08.2016
  • Aided senior leadership by researching and updating material requirement
  • Developed financial analysis reports and presentations by applying acquired financial principles
  • Built optimum financial packages based on market conditions and clients' capital needs
  • Created detailed technical reports highlighting findings to diverse stakeholders
  • Utilized financial analysis to prepare plans of action for investment
  • Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses
  • Interpreted data on price and yield future investment-risk trends, economic influences and other factors affecting investment programs
  • Analyzed budgets and implemented action plans to rectify issues
  • Reviewed costs, expenses and revenues associated with construction projects.

Education

Master of Science - Public Administration

WILMINGTON UNIVERSITY
New Castle, DE

Bachelor of Science - Business Management

DELAWARE STATE UNIVERSITY
Dover, DE

High School Diploma -

High School For Law Enforcement And Public Safety
Jamaica, NY

Skills

  • Excellent managerial, leadership and communication
  • Interpersonal skills, self-motivated
  • Record and Bookkeeping
  • Marketing and Sales
  • Planning & Organizing skillset
  • Data Management
  • Business Development
  • Financial Processes Understanding

Accomplishments

  • Consistently maintained high customer satisfaction ratings
  • Created highly effective new program that significantly impacted efficiency and improved operations
  • Customer Service - Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts
  • Customer Assistance - Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed

Additional Information

I welcome the opportunity to relocate to another state to further my career goal.

Certification

Certifications

· Licensed FINRA SIE

· Licensed Series 6

· Licensed Series 63

· Licensed Life and Health Insurance

Timeline

Experience RELATIONSHIP BANKER

CHASE BANK
08.2019 - Current

CUSTOMER SERVICE REPRESENTATIVE

Slomin's
11.2017 - 08.2019

Asset Management Intern

University Center, International Trade, UCEDIT
08.2015 - 08.2016

Master of Science - Public Administration

WILMINGTON UNIVERSITY

Bachelor of Science - Business Management

DELAWARE STATE UNIVERSITY

High School Diploma -

High School For Law Enforcement And Public Safety

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WHITNEY DOUGLAS