Charles Schwab - New Accounts Clerks Resume Example

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XXXX X XXXX XXXX, Phoenix, AZ 85035
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Ph: XXXXXXXXXXXX
Aaliyah Griffin
Professional Summary

Service-oriented Financial Analyst with 10+  year background in Customer Service. Core competencies include business management, information specialist and advance computer skills as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

Skills
  • Judgment and Decision Making
  • Computers and Electronics
  • Administration and Management
  • Customer and Personal Service
  • Production and Processing
  • Quality Control Analysis
  • Learning Strategies
  • Reading Comprehension
Lucy Wilson
New Accounts Clerks Jul 2013Present Charles Schwab Phoenix, AZ
  • Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and retirement accounts.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Process loan applications.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
  • Interview customers to obtain information needed for opening accounts.
Document Control Specialist Jul 2012Jul 2013 Charles Schwab Phoenix, AZ
  • Search electronic sources, such as databases or repositories, or manual sources for information.
  • Prepare and record changes to official documents and confirm changes with legal and compliance management staff, including enterprise-wide records management staff.
  • Operate data capture technology to import digitized documents into document management system.
  • Exercise security surveillance over document processing, reproduction, distribution, storage, or archiving.
Finacial Consultant Sep 2010Jul 2012 Student Loan Debt Helpers Phoenix, AZ
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective customers to present information and explain available services.
  • Prepare forms or agreements to complete sales.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
Information Specialist Jun 2008Jan 2010 Vangent Phoenix, AZ
  • Coach client representatives in effective communication with the public or with employees.
  • Use computers for various applications, such as database management or word processing.
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
  • Complete forms in accordance with company procedures.
  • Provide information or refer individuals to public or private agencies or community services for assistance.
  • Assist clients with preparation of forms, such as financial aid and student loan applications
  • Assist in planning annual departmental budgets, using charts or invoices.
Education
Associate of Arts: Business Management Glendale Community College Glendale, AZ
Community Service
Affiliations

Member, New York State Nurses Association, 2002-Present

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About this resume

New Accounts Clerks FROM Phoenix , Arizona RESUME

This is a resume for a New Accounts Clerks in Phoenix, Arizona with experience working for such companies as Charles Schwab and Charles Schwab. The grade for this resume is 0 and is one of hundreds of New Accounts Clerks resumes available on our site for free. Use these resumes as templates to get help creating the best New Accounts Clerks resume.

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School Attended
Glendale Community College