CLS Investments, LLC - New Account Processor, Level II Resume Example

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Isaac Wright
XXXX X XXXXX XXX, OMAHA, NE 68135
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Ph: XXXXXXXXXXXX
Professional Summary

Responsible New Account Processor proficient in attention to detail and time management. Passionate and motivated, with a drive for excellence. Two and half years experience in third party financial management company and account processing positions.

Skills
  • Time Management
  • Critical Thinking
  • Judgment and Decision Making
  • Complex Problem Solving
  • Customer and Personal Service
  • Troubleshooting
  • Active Listening
  • Management of Personnel Resources
Experience
CLS Investments, LLC Omaha, NE New Account Processor, Level II Oct 2011Present My job duties include but are not limited to processing new account paperwork and incoming transfers. Review paperwork to verify all required information is present. Enter account into systems and forward on custodial paperwork to establish accounts and initiate transfers. Complete daily follow up to track account process from opening to completion of transfer or rollover and send account onto trading department. 
Anderson Mercandiser Omaha, NE Retail Media Merchandiser May 2011Oct 2011 My job duties included but were not limited to traveling to area Best Buy stores to maintain the media departments. This involved receiving, pricing and positioning the products in the store. Setting up area displays around the store. Provide assistant to Best Buy employees and customers.  
Core Bank formaly know as Centennial Bank Omaha, NE Customer Service Representative Nov 2009May 2011 My job duties included but were not limited to providing excellent customer service when processing requested transactions and opening/closing accounts. Ensure that bank compliance procedures are being followed. Maintain multiple areas such as incoming phone calls, front counter, and drive thru window. 
Gandolfo's Deli Omaha, NE Shift Leader Oct 2006Oct 2010 My job duties included but were not limited to providing excellent customer service, taking customer orders and preparing orders. Maintain inventory, preparing schedules, train new hires. Complete nightly drawer balance, and daily paperwork.
Education
Metropolitan Community College Omaha, NE Associate of Arts: General Studies Aug 2012
Metrpolitian Commuity College Omaha, NE Associate of Arts: Business May 2011

People also search for

New Account Processor, Level II

OMAHA ,Nebraska

Isaac Wright

Companies Worked For:

CLS Investments, LLC , Anderson Mercandiser

JobTitles Held:

New Account Processor, Level II , Retail Media Merchandiser

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About this resume

New Account Processor, Level II FROM OMAHA , Nebraska RESUME

This is a resume for a New Account Processor, Level II in OMAHA, Nebraska with experience working for such companies as CLS Investments, LLC and Anderson Mercandiser. The grade for this resume is A and is one of hundreds of New Account Processor, Level II resumes available on our site for free. Use these resumes as templates to get help creating the best New Account Processor, Level II resume.

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School Attended
Metropolitan Community College