dc3e19b5-3179-4b95-bd41-c00d3daa7926

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Client-centric finance professional with over 15 years of experience working within world-renowned banking institutions as a wealth management specialist.  Committed to providing first-class customer service to deepen relationships with consumers and engage them in the products and services offered.  Expert in loans, deposits, investments, financial planning, and mortgages.  Enthusiastic, results-driven leader with extensive success collaborating with subject matter experts to develop and execute creative solutions.

Employment history

Senior Dealer, Howell, Fritsch and Mitchell. West Roxie, Washington
Jul. 2017 – Present
Equity dealers buy, sell and give advice on investment and financial instruments, such as stocks, bonds, commodities and mutual funds. They research the companies producing these investments and make recommendations to their clients, which can consist of individuals, money managers, pension fun
  • Contact prospective customers to present information and explain available services.
  • Complete sales order tickets and submit for processing of client-requested transactions.
  • Determine customers’ financial services needs and prepare proposals to sell services that address these needs.ds, government agencies or corporations.
  • Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.
Export Billing, Price-Walsh. Walshberg, Mississippi
Jan. 2004 – Jul. 2004
  • Maintain metrics, reports, process documentation, customer service logs, or training or safety records.
  • Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping.
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
  • Compile, copy, sort, and file records of office activities, business transactions, and other activities.
  • Compute, record, and proofread data and other information, such as records or reports.
  • Review files, records, and other documents to obtain information to respond to requests.
  • Resolve customer complaints or answer customers’ questions regarding policies and procedures.
  • Provide clerical support to other departments.
Account Assistant, Carroll-Jenkins. South Destiny, Connecticut
Mar. 2001 – Oct. 2001
  • Compiled general ledger entries on a short schedule with nearly 100% accuracy.
  • Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
  • Establish tables of accounts and assign entries to proper accounts.
  • Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
  • Receive payments and post amounts paid to customer accounts.
  • Locate and monitor overdue accounts, using computers and a variety of automated systems.
  • Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.
  • Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
Account Assistant, Pacocha, Nikolaus and Kiehn. New Joy, Georgia
Apr. 1996 – Oct. 1998
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
  • Create, maintain, and enter information into databases.
  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Compile, sort and verify the accuracy of data before it is entered.

Education

Mosciski College, Grahamberg, Massachusetts
Finance, Feb. 2008
North Labadie College, West Kendallfurt, Pennsylvania
High School Diploma, Finance, Aug. 1991

Skills

Ability to meet the deadline of the work
Proficiency in Microsoft Office
Remarkable patience with reliability and responsibility
Strong problem solving capabilties
Strong work ethics with remarkable customer handling skills

2681fd8b-4e27-43c9-b92a-b71cb271a803

Andrew Smith

287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000

Professional Summary

Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies.  

Enthusiastic and ambitious customer service specialist with wide-spread transferable skills in management, sales, and operations.  Exceptional ability to connect with people and understand their wants, needs, and desires and delivering legendary service on every interaction.

Employment history

Dealer, Rosenbaum Group. Gottliebberg, North Carolina
Sep. 2019 – Oct. 2019
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Solicit sales of new or additional services or products.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Accounts Executive, Paucek, Walter and Weimann. Rooseveltshire, Tennessee
Oct. 2014 – Jun. 2015
  • Arrange for debt repayment or establish repayment schedules, based on customers’ financial situations.
  • Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
  • Receive payments and post amounts paid to customer accounts.
  • Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.

Skills

Diploma in Computer Application ( DCA )
TALLY 7.2 Accounting Package
NISM Series V-A Mutual Fund Distributors Continuing Professional Education Program
NISM Series VIII Equity Derivatives Continuing Professional Education Program

Languages

Hindi, English, Telugu, Kannada

Education

Southern Murphy, South Arnold, Utah
Bachelor of Commerce, Commerce, Jun. 2013
Hamill Institute, Casiemouth, Kentucky
Mathematics, Economics & Commerce ( MEC ), Accounts, Nov. 2007
Rath Academy, Port Cristahaven, Oklahoma
SSC, Nov. 2004

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Andrew Smith

287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000

Professional Summary

Front desk agent with 5 years of experience providing memorable experiences to guests from a multitude of backgrounds and cultures.  Expert at communications, registering guests, assigning rooms, and accommodating special requests.  
Personable, dependable, honest leader offering 5 years of success as a guest service agent within a million-dollar, worldwide hotel organizations.  Passion for delivering excellent customer service at every interaction; dedicated to progressing my career within the hospitality industry.  Currently seeking a leadership role within a Hilton brand property.

Employment history

Bartender, Runolfsdottir, McClure and Roob. South Carl, California
Jan. 2017 – Present
  • Attempt to limit problems and liability related to customers’ excessive drinking by taking steps such as persuading customers to stop drinking, or ordering taxis or other transportation for intoxicated patrons.
  • Take beverage orders from serving staff or directly from patrons.
  • Clean bars, work areas, and tables.
  • Mix ingredients, such as liquor, soda, water, sugar, and bitters, to prepare cocktails and other drinks.
  • Supervise the work of bar staff and other bartenders.
  • Slice and pit fruit for garnishing drinks.
  • Ask customers who become loud and obnoxious to leave, or physically remove them.
  • Create drink recipes.
  • Collect money for drinks served.
  • Check identification of customers to verify age requirements for purchase of alcohol.
  • Clean glasses, utensils, and bar equipment.
Dealer, Bednar Group. Jamarshire, New Hampshire
Aug. 2017 – Sep. 2017
  • Receive payment by cash, check, credit cards, vouchers, or automatic debits.
  • Issue receipts, refunds, credits, or change due to customers.
  • Assist customers by providing information and resolving their complaints.
  • Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
  • Greet customers entering establishments.
  • Answer customers’ questions, and provide information on procedures or policies.
  • Calculate total payments received during a time period, and reconcile this with total sales.
  • Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans.
  • Sort, count, and wrap currency and coins.
  • Stock shelves, and mark prices on shelves and items.
  • Compute and record totals of transactions.
Operator, Connelly-Murphy. Rayfordville, Missouri
May. 2016 – Jun. 2016
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
  • Hear and resolve complaints from customers or the public.
  • Schedule appointments and maintain and update appointment calendars.
  • File and maintain records.
  • Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
  • Analyze data to determine answers to questions from customers or members of the public.
  • Schedule and confirm appointments for clients, customers, or supervisors.
Night Audit, Herman-Nolan. Lake Victorinamouth, Idaho
Feb. 2013 – Feb. 2014
  • Greet, register, and assign rooms to guests of hotels or motels.
  • Verify customers’ credit, and establish how the customer will pay for the accommodation.
  • Contact housekeeping or maintenance staff when guests report problems.
  • Make and confirm reservations.
  • Issue room keys and escort instructions to bellhops.
  • Keep records of room availability and guests’ accounts, manually or using computers.
  • Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
  • Post charges, such those for rooms, food, liquor, or telephone calls, to ledgers manually or by using computers.
  • Compute bills, collect payments, and make change for guests.
  • Record guest comments or complaints, referring customers to managers as necessary.
  • Transmit and receive messages, using telephones or telephone switchboards.
  • Advise housekeeping staff when rooms have been vacated and are ready for cleaning.
  • Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment.
  • Prepare for basic food service, such as setting up continental breakfast or coffee and tea supplies.
  • Deposit guests’ valuables in hotel safes or safe-deposit boxes.
  • Clean and maintain lobby and common areas, such as restocking supplies and watering plants.
Coordinator, Collins, Halvorson and Ratke. Marshallbury, Oregon
May. 2011 – Jun. 2012
  • Provide training direction, encouragement, motivation, and nutritional advice to prepare athletes for games, competitive events, or tours.
  • Plan, organize, and conduct practice sessions.
  • Instruct individuals or groups in sports rules, game strategies, and performance principles, such as specific ways of moving the body, hands, or feet, to achieve desired results.
  • Develop and arrange competition schedules and programs.
  • Hire, supervise, and work with extended coaching staff.
  • Complied annual recommendations for end of fiscal year budgets.
  • Organized all new volunteers, security, and temporary paperwork.
  • Offered constructive feedback and contributed ideas at weekly staff meetings.
  • Developed positive relationships with parents, schools and the community.
Front Desk Clerk, Kozey, Wehner and Howell. North Larisamouth, Hawaii
Apr. 2005 – May. 2005
  • Greet, register, and assign rooms to guests of hotels or motels.
  • Verify customers’ credit, and establish how the customer will pay for the accommodation.
  • Contact housekeeping or maintenance staff when guests report problems.
  • Make and confirm reservations.
  • Issue room keys and escort instructions to bellhops.
  • Keep records of room availability and guests’ accounts, manually or using computers.
  • Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
  • Post charges, such those for rooms, food, liquor, or telephone calls, to ledgers manually or by using computers.
  • Compute bills, collect payments, and make change for guests.
  • Review accounts and charges with guests during the check out process.
  • Transmit and receive messages, using telephones or telephone switchboards.
  • Advise housekeeping staff when rooms have been vacated and are ready for cleaning.
  • Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment.
  • Prepare for basic food service, such as setting up continental breakfast or coffee and tea supplies.
  • Deposit guests’ valuables in hotel safes or safe-deposit boxes.
  • Clean and maintain lobby and common areas, such as restocking supplies and watering plants.
  • Date-stamp, sort, and rack incoming mail and messages.
  • Arrange tours, taxis, or restaurant reservations for customers.

Education

Hayes University, Shannanchester, New York
Medical Office Specialist, Medical, Dec. 2015
Rutherford College, Streichside, Nebraska
High School Diploma, Basic, Sep. 2012

Languages

English
Fluent
Spanish
Fluent

Skills

Customer Service Skills
Experienced
General Office Skills
Experienced
Strong Oral and Communication Skills
Experienced

dealer

  • Acquire new clients
  • Place the orders on behalf of client
  • Guide the clients about stock market
  • Motivate client to make trade as well as to invest. 

dealer

  • Working on Assets under management of the clients.
  • Cross distribution of different financial instruments.
  • Resolving the query of clients.
  • Handling the terminal for  execution of transactions related to buy-sell of securities. (BONDS,NCDS,EQUITIES,MUTUAL FUNDS, Equity Futures)
  •  Responsible for all Clients Operation like Risk Management, Settlement.
  • Portfolio Management 

dealer

  • Receive cash wagers.
  • Compute players’ winnings and losses.
  • Answer questions about game rules and variations.
  • Watch for scammers or cheaters and have them removed from table if necessary.

dealer

  •  Play house hands from behind a gaming table. 
  •  Check players’ bets. 
  •  Announce winner and begin new game.
  • Exchange money for chips to be used in games.
  • Conduct gambling games such as  roulette, blackjack.
  • Inspect cards to ensure compliance with gaming standards.
  • Inspect gaming equipment.

dealer

  •  Dealing with Guest competent in the following games : 3 Major games ( Blackjack, Roulette, baccarat)and Paradise Pontoon, Three card poker, Caribbean stud poker, Sic Bo, Money Wheel 
  • Managed daily operations, sales activities and controlled inventoryManagement includes maintenance of 16 petroleum products and gasoline station equipment such as pumps and  station forecourts.
  • Oversaw the daily, weekly and monthly promotional and marketing activities of the station.
  • Trained and direct supervision of 12 employees in compliance with company policy.

dealer (wholesale/retail currency & treasury)

  • Setting competitive Daily Rates for all Branches, e-Forex (Online Money Changing)  and e-Currencies.
  • Revenue generation.
  • Responsible for daily Sourcing and Clearing of Foreign Currencies for Company’s Branches throughout Malaysia for daily Operational needs.
  • Manage daily cash levels for business units and ensuring all partners are funded with the required level.
  • Liaise with counterparties on daily exchange rates.
  • Keep track of exchange rate movements in local and international markets via Reuters and other service providers.
  • Maintaining contact with key players in the industry and gathering information that is likely to affect financial markets.

dealer (investment service centre)

  • Generate trading and investment ideas based on analyst reports, fundamental and technical analysis
  • Execute trades for Global Equities in Singapore, Hong Kong, Malaysia and US markets
  • Manage credit risks by monitoring client’s positions, contra matters and trading limits
  • Establish & develop excellent relationship with clients
  • Activate dormant accounts to increase revenue growth
  • Assist clients with trading and settlement issues involving payment, outstanding positions, and corporate actions such as dividends and rights issues
  • Troubleshoot any technical queries with regards to online platform

dealer

  • Good Casino skills: card dealing, chip cutting, chip counting, etc… 
  • Responsible for game security;
  • Announces winning number or hand to players. Compute payable odds to pay winning bets. Collects losing bets. Pays winning bets;
  • Controlling the table, gaming rules, announcement on the table, etc.. 
  • Fill and credit chip on the table, opening and closing table;
  • Have good customer service;
  •  Trustworthy and good money-management; 

dealer

  • Responsible for setting and maintaining appointments.
  • Familiarized with product and correct demonstration techniques. 
  • Cleaned equipment and made sure inventory was in stock.
  • Conducted paperwork for budget sales and payment plans.

dealer

  • Energetic and Self- motivated.
  • Ability to adapt quickly to challenges and new invironment.
  • Fast learner and ready to meet expections on the job.
  • Equally effective working on self-manage projects or as a team member.
  • Provide a friendly costumer service.
  • Adhering and following company rules and regulations.
  • Resolved complaints competently.

dealer / promoter

  • Learn to be confident in front customer
  • Must know the product knowledge
  • Do a demonstration of product
  • Make them know how to using our product
  • Make them feelings love with the product