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Skills

  • Collaborating with banking partners for custom solutions
  • International sales support
  • Account management
  • Receiving support
  • Jira support
  • Key holder experience
  • Strategic sales knowledge
  • Foreign Exchange Rate Analysis
  • Customer retention strategies
  • Report preparation

Work Experiences

  • Provided primary customer support to internal and external customers in a fast-paced environment.
  • Achieved Top Performer for exceeding sales targets.
  • Achieved a 16% faster turnaround rate.
  • Achieved results within the past year.
  • Achieved a 66% higher close rate on fx transactions.
  • Achieved results over 6 months.
  • Achieved Outstanding Service Award for exceeding quarterly foreign exchange sales targets by 21% in 2016.
  • Analyzed fluctuating exchange rates.
  • Analyzed fluctuating exchange rates and provided expert recommendations to customers, leading to a 18% higher close rate on fx transactions.
  • Collaborated with cross-functional teams to launch new fx products, increasing market share by 26% in the Southeast.

Summaries

  • When counseling students and interacting with parents and administrators, I am a respectful active listener.
  • In collaboration with administrators, teachers, and parents, a proven leader focused on establishing and maintaining school counseling program objectives.
  • Dedicated to exceeding expectations and leading the team to success.
  • Passionate about ensuring long-term customer satisfaction by providing exceptional service and support.
  • Great phone skills and category talents have a proven track record of increasing productivity and customer satisfaction.
  • Hardworking Customer Representative, Foreign Exchange with 3 years of telecommuting experience meeting customer needs.
  • Dedicated to meeting and exceeding system objectives through effective communication and program abilities.
  • Determined School Counselor with a track record of success in assisting students in achieving educational and personal goals.
  • Customer Representative, Foreign Exchange is a service-oriented Customer Representative, Foreign Exchange with unrivaled customer service, task prioritization, and time management skills.
  • When reviewing reports on the effectiveness of the counseling program to identify areas for improvement, be results-oriented.

Accomplishments

  • Assisted in integrating Workday into the FX transaction platform, reducing manual processing effort by 84% and minimizing errors.
  • Monitored and reported daily exchange rate shifts, advising 14 high-net-worth clients to secure favorable rates and protect against market volatility.
  • Efficiently handled high-value currency conversion requests within strict timeframes, earning the trust of 11 corporate clients.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Identified and leveraged upsell opportunities for cross-border payment services, increasing overall foreign exchange sales by 27%.
  • Documented and resolved initiative which led to process.
  • Provided timely recommendations to clients for exchanging local currencies during periods of significant rate fluctuation, boosting overall transaction volume by 45%.
  • Resolved product issue through consumer testing.
  • Achieved top-tier performance metrics for client satisfaction by resolving complex FX-related queries with a 26% first-contact resolution rate.
  • Provided detailed analysis of exchange rate fluctuations, driving a 41% increase in customer adoption of forward contracts and hedging strategies.

Affiliations

  • Society of Human Resource Management
  • Family Office Exchange (FOX) - Currency Risk Management
  • Foreign Exchange Commission (FEC)
  • International Federation of Accountants (IFAC)
  • Association for Computing Machinery
  • Financial Services Institute (FSI)
  • FX Markets Best Practices Group
  • Global Association of Risk Professionals (GARP)
  • Project Management Institute
  • Toastmasters

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Remittance and Money Transfer Principles Certificate by Vantage
  • Salesforce
  • Certificate in Foreign Exchange Operations (IFM) Harbor & Co.
  • NASD Series 3 - National Commodity Futures Examination
  • Customer Experience Specialist (CXS) Certification
  • Certified Foreign Exchange Professional (CFEP) – Brightline
  • Cisco Certified Network Associate (CCNA)
  • Certified Currency Risk Manager (CCRM) Certification
  • Project Management Professional (PMP)

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