Financial Services Specialist Resumes in US: See Resume

Financial Services Specialist Resume

Contact Candidate

Name:

See Resume

Location:

Experience:

10+ yrs

Most Recent Job Title:

Financial Services Specialist

Objective:

To secure a part time or full time position that encompasses most of the skills I have acquired throughout my career history.

Resume Text:

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the Glendora branch

· Developed filing system to be compliant with Patriot Act and other state/country audits

· Responsible for troubleshooting discrepancies on accounts

· Updated business and legal files

· Updated corporate loan and deposit rate sheets

· Cross sold various bank products – CD’s, Money Market Accounts, IRA’s, on-line banking, Visa debit cards, safe deposit boxes, business accounts, savings accounts and consumer checking

· Assisted customers with their accounts

· Sold SBA, HELOC’s, commercial loans, construction loans, auto loans and PRA’s

5/02 to 8/02

EXECUTIVE ASSISTANT

Syratech Corporation, Mira Loma, CA

Assistant to the Distribution and Warehouse Director

· Supported Director and Managers in corresponding to selected vendors and suppliers

· Tracked freight status on incoming vessels

· Responsible for distributing minutes for all corporate meetings and assigning follow up to appropriate individuals

· Processed invoices and follow up on Purchase Orders

· Followed up with management on all OSHA requirements

· Contributed to weekly safety meetings in warehouse

· Worked in conjunction with HR completing payroll weekly

· Fulfilled all other administrative duties

10/01 to 5/02

SELLING SPECIALIST/VENDOR/DEMONSTRATOR

Estee Lauder Corporation, New York, NY and Santa Ana, CA

Responsible for Men and Women’s fragrance territorial sales in Orange and Los Angeles Counties.

· Accountable for customer service in all Estee Lauder fragrance lines including: Tommy, Tommy Girl, Donna Karan, DKNY mens/womens, Aramis and Lab Series

· Projected monthly productivity ($75.00-$100.00 p/h)

· Designed special event promotions including engraving and skin care events

· Trained Macy’s West sales associate and management staff in fragrance and skin care line – three locations

10/00 to 10/01

Administrative Assistant

Ryder Integrated Logistics, Alpharetta, GA and San Francisco, CA

Supported West Coast Director of Hi Tech Telecom Logistics Division.

· Responsible for all administrative duties via telecommuting

· Provided support to eight regional contract project managers

· Accountable for budget, expense accounts, payroll, Human Resource duties and travel itineraries for west coast division

· Traveled to various accounts with director to assist in administrative services

2/00 to 10/00

Marketing Manager

AuriQ Systems, Inc., Pasadena, CA

Directed Marketing department for company that developed Internet Infrastructure business tools.

· Created marketing plan including advertising, promotions, and trade show schedule

· Interacted with IT department on software design and implication

· Researched and analyzed competition

· Interacted with industry trade editors and writers

· Developed trade show booth and theme

12/98 to 1/00

Marketing Administrative Assistant

Ready Pac Produce, Irwindale, CA

Professional support experience in all facets or corporate marketing - public relations, promotions, advertising and strategic positioning.

· Assisted Vice President of Marketing, Senior Vice President of Retail

Sales and Director of Trade Marketing/Brand Marketing

· Team member of New Products/Fruit Committee

· Introduced new product and existing line changes to committee

· Accountable for new products process authorization routing – R&D spec development, item and packaging costing, capital authorization requests, operational expense and sales approval

· Supplied information and input to R&D regarding product and packaging specification development

· Initiated and scheduled sensory taste and visual tests of potential and competitive products

· Accumulated competitive products, promotions, ads and selling materials for analysis

· Assisted Graphics Coordinator as well as outside vendors on packaging art (design, layout and color), POP materials, sell/spec sheets, brochures, broker and company newsletter

· Developed broker training programs, presentations and materials with Broker Manager

· Distributed IRI data to sales force

· Daily contact with national sales force

· Trained and supervised marketing clerks and coordinators

· Corresponded with various vendors for coupon tie-ins, consumer promotions and ad placement

· Daily communication with trade editors regarding press releases and information on new and existing products

· Team member of Crisis Management – plan updated annually

· Developed and edited company press releases

· Supervised new product photo shoots on location

· Responsible for development of consumer coupons along with tracking and forecasting by redemption house

· Responsible for Marketing check book/budget and creating appropriate spreadsheets – purchase orders and invoices

· Prepared attended and supervised industry trade shows, consumer shows and other company related events

4/98 to 12/98

Marketing Assistant/Specialist

Magnus & Company, Arcadia, CA

Responsible for marketing needs for various B2B clients

· Market research/data-base marketing

· Strategic marketing plans and sales programs

· New product/service introductions

· Corporate image-building campaigns/ customer service initiatives

· Sales training & support and lead generation

· Direct mail/advertising/ sales promotion

· Public relations/special events/trade shows

· Direct support to principal of company

6/96 to 10/97

Account Manager

Cee-Jay Research and Sales, Irwindale, CA

· Maintained over 800 accounts in sales of automotive service supplies

· Responsible for giving phone customer service to my accounts as well as customers of other Account Managers.

· Inventoried all shipments before leaving the facility

1/93 to 11/95

Department Sales Manager

The Broadway Stores, Inc., Brea and Whittier, CA

· Responsible for staffing and merchandising

· Designed effective planograms to adhere to needs of consumer

· Corresponded with buyers

· HR – recruited, counseled and terminated

12/90 to 1/93

Medical Secretary

Dialysis Centers of Upland, Pomona and Fontana, CA

· Maintained data base programs for three units

· Designed unit and medication schedule forms

· Maintained current and archived patient information

8/87 to 12/90

Regional Training Director

May Department Stores, S. California Region

· Trained associates and management in customer service, point of sale and loss prevention

· Assisted HR in recruitment, interviewing, counseling and termination

EDUCATION

The Fashion Institute of Design and Merchandising, Los Angeles, CA

Associates of Arts Degree in Marketing – 1987

St. Lucy’s Priory High School, Glendora, CA

Diploma – 1983

CAPABILITIES

Microsoft – Word, EXCEL,PowerPoint, ACT,

Internet Explorer

Outlook/Outlook Express

Access

FrontPage

Bankers Insight

Crystal/Seagate – Lotus Notes

Adobe PageMaker and Illustrator

PhotoShop

Typing –70wpm/Ten key touch

REFERENCES

Available upon request

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