OBJECTIVE
An account management, buyer or advertising position focused on building
existing relationships, developing new business, servicing client
needs.________________________________________
QUALIFICATIONS
• Achievement-oriented with a record of superior performance, creativity, and
career advancement
• Demonstrated sales, customer service, and problem solving ability regarding
client and account issues
• Team player with strong interpersonal skills capable of working with diverse
individuals and groups
• MS Office Word; PowerPoint; Lotus Notes; research; and preparing formal RFP
(request for proposal) responses
________________________________________
ACHIEVEMENTS
• Recipient of numerous firm-wide recognition awards for excellence, service and
performance
• Featured for the JPMorgan Chase PIP Award Video (2003) and interviewed
additional awardees
• Participated in the development of customer service delivery processes for
innovative new products
• Many of my ideas and findings have been incorporated into websites and
procedures used at two call centers
• Helped create program brochure kits for product “petty cash” and payroll debit
card products
• Spent three weeks in Tampa, Florida call center to help launch new help desk
• Attended CardTech SecureTech (CTST) Convention in Orlando, Florida (2003)
• Attended Navy Cash Training at Norfolk, VA Naval Base (2004)
________________________________________
EXPERIENCE
Automated Data Processing (ADP), Clifton, NJ
NATIONAL ACCOUNTS SOLUTION CENTER CONSULTANT 1/2008-6/2008
• Performed routine research and executed corrective action on client issues and
questions concerning product or ADP services.
• Assumed ownership for inquiries made by the client until such time the "issue"
is dispatched to another entity.
• Performed special projects as determined necessary by Client Services
management. Estimated time and cost of project and communicated this and expected
timeframes to the client.
• Followed standard process for obtaining proper client approvals.
• Recognized potential client technical issues and refers them to the
appropriate technical support representative.
• Ensured client payrolls and other related products and services are processed
in an accurate and timely manner.
• Investigated, analyzed and resolved problems on a timely basis.
JPMorgan Chase Bank - Treasury Services Sales – Public Sector, Jersey City, NJ
SALES STRATEGY/SUPPORT ANALYST, BANK OFFICER 9/2005 – 1/2008
• Sales Analyst for International Agencies Banking
• Identified potential clients within The United Nations, non-government
agencies (NGOs), microfinance and international not-for-profit companies.
• Prepared formal RFP responses, presentations, set proposal pricing, routine
product, client and competitor research
• Sold TS Cash Management Services: (credit and debit cards; banking services;
reporting systems; and document management solutions)
• Assisted Commercial Bank with existing, new, and potential client
relationships
Treasury Services - Operations, Secaucus, NJ
SENIOR CLIENT ACCOUNT SPECIALIST 4/2000 - 9/2005
Support for debit and smart-card products, website applications and clients:
? Navy Cash SmartCard - payroll smart-card for US Naval Ships
? E-funds - Payroll/PettyCash/Transportation (ATM-only; Visa; Master Cards)
• Created and maintained parent and sub accounts per contract for both Navy Cash
and E-funds products
• Diffused escalated client and cardholder concerns
• Researched and remedied challenging issues (client, cardholder, website,
product, financial and fraud)
• Assisted Disbursing Officer requests for Navy Cash via phone and email
• Performed RSA and web-site security administrator roles
• Team Lead for E-funds Direct product
• Completed projects and prepared presentations related to: training; pilot
products; implementation; and operations
• Trained and coached: specialists; CSRs; supervisors; and clients via phone and
in person
• Worked closely with Product and Operations; Level-3 support for Tampa
call-center
• Highlighted problem areas and communicated ideas for policies and procedures
• Tested websites for introduction of new builds and applications; communicated
ideas for product websites
• Liaison between Operations and System Support; Assisted Implementation, Sales
and Marketing teams
*Started as a Customer Service Rep (CSR), was promoted to a Client Account
Specialist and then to a Senior Client Account Specialist I, II, and III.
*Career originated at Chase Manhattan Bank. Successfully progressed with
promotions through (2) bank mergers; JPMorgan and Bank One.
Sears Roebuck & Co., Hackensack, NJ
SALES TEAM LEAD 7/1999 - 4/2000
• Sold home and small business electronic equipment in the Home Office
Department
• Sold maintenance and product protection plans
• Accepted applicants for credit
• Consistently exceeded sales goals
AT Trained new representatives
________________________________________
EDUCATION
Berkeley College of Business, West Paterson, NJ Business/E- Business
(Continuing)
________________________________________
INTERESTS
Advertising; Internet; Focus Groups; Product Reviews; Product Research
________________________________________
AFFILIATIONS
Assistance in Marketing, Inc., Hackensack, NJ 2003 - Present
Consumer focus group member – interactive discussion which focuses on overall
product and advertising
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