Senior Representative Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the senior representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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D Boehm

Darien

Boehm

2543 Tavares View

Houston

+1 (555) 854 4959

2543 Tavares View

Houston

Phone

p +1 (555) 854 4959

Experience Experience

Houston, TX

Senior Representative

Houston, TX

Hilpert, Ledner and Sauer

Houston, TX

Senior Representative

Assisting in the preparation, delivery and quality controlling of IMA Disclosure reports and of management fees/ query management and IMA Disclosure reporting
Manage all electronic products returned from customers to Edwards Lifesciences by preparing and analyzing return re-processing metrics
Researches and resolves processing inquiries and facilitates or prepares correcting entries including reversals and rejects
Collaborate with pricing, marketing, product and account management to facilitate new programs, offerings, and initiatives to drive channel success
Provides day to day performance management guidance to line management (coaching, counseling, career development, disciplinary actions)
Monitors key customer buying indicators including MRO budgets and future system upgrade plans to identify new business opportunities for FMC
Actively playing a part in the quality controlling of client reports prior to dispatch for all IOO outsourced clients

Detroit, MI

ESC AP Senior Representative

Detroit, MI

Keeling-McCullough

Detroit, MI

ESC AP Senior Representative

Ensuring tax codes are properly applied during invoice processing
Project related tasks, including but not limited to system implementations and process reengineering
Support system implementation efforts and future process conversion projects including UAT (User Acceptance Testing)
Prioritizing and organizing daily workload to ensure that timeliness and quality standards are met
Work with AP supervisor to provide supporting documents for proofing and reconciliation related activities
Prioritizing and organizing daily work load to ensure that timeliness standards are met
Prioritizing and organizing daily workload

present

San Francisco, CA

Trust Accounting Senior Representative

San Francisco, CA

Turner, Nicolas and White

present

San Francisco, CA

Trust Accounting Senior Representative

present

Balance tax withholding amounts to various reports provided to the IRS
Recognize, report, and raise non-standard issues to management
Recognize, initiate, and lead improvement activities
Prepare and distribute management and board reports
Reconcile and document all bank accounts as prescribed by audited procedures
Maintain daily stabilizing of trust/fiduciary cash through the DRS system
Analyze and reconcile Positive Pay reports and take action on exception items

Education Education

Bachelor’s Degree in Business

Arizona State University

Bachelor’s Degree in Business

Skills Skills

Able to work independently and responsible, self-motivated and with good working attitude
Excellent written and verbal communication. Ability to work in a cross-functional team environment. Motivated
Valid Driver's license with acceptable driving record and a reliable means of transportation
Ability to interact professionally with all organizational levels
Excellent time management, written and verbal communication skills, and project management skills
Analytical, with an ability to identify and resolve problems
Well organized, paying close attention to detail
Strong verbal communication skills
Strong interpersonal skills
Ability to manage new initiative together with account team. Teamwork oriented

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Senior Representative Resume Examples & Samples

Minimum of 4+ years human resources generalist experience in progressively responsible roles
Experience directly supporting clients and working in an exempt level role
Experience and exposure to a variety of HR facets including organization development, employee relations, talent acquisition, learning & development and compensation
Experience working as a trusted advisor
Proven ability to build strong relationships
Excellent consulting and conflict management skills
Strong use of judgment to identify and anticipate client needs and make recommendations for implementation
Ability to effectively interact with all organizational levels in a multicultural environment and build trusted relationships
Advanced computer skills including proficiency with Microsoft Word, Excel, Powerpoint
Excellent analytical skills and the ability to interpret data, identify trends and recommend multiple solutions
Excellent interpersonal and communication skills
Strong organizational, motivational, communication and problem solving skills
Ability to manage multiple conflicting priorities
Ability to function independently with minimal supervision
Strong team player and ability to function in a matrixed co-leadership environment
Basic knowledge and application of federal and state employment laws
Experience working in a large, corporate, matrixed environment
Bachelor’s degree from an accredited college in Human Resources, Business Administration or related field or combination equivalent work experience

Temporary SSC Senior Representative Resume Examples & Samples

Serve as an answer point for General Representatives’ questions and concerns and an escalation point for scorer issues
Send “Quality Alert” emails to the Shift Supervisor distro for any observed conduct, attendance or performance issues
Knowledge of MS Office. Proficiency in Knowledge of Excel and Word is required
Working knowledge of ePEN and our scoring support processes is preferred
Previous supervisory or leadership experience is preferred

Ssc Senior Representative Resume Examples & Samples

This position will include shifts which cover center hours from 7am to 11pm Monday through Friday and between 9am and 5pm on Saturday and Sunday
Perform a high amount of problem resolution, troubleshooting and diagnosing various scorer issues
Monitor, handle and escalate open Service Manager Tickets to ensure timely resolution of issues
Monitor and help manage the email and chat queues and assign daily schedules for the email queues to be cleared within an appropriate turn time
Handle calls, emails or chats during periods of heavy call volume or as instructed by your immediate Supervisor or Manager
Help train new and existing employees on processes, procedures, policies, quality, call-center tools, and metrics
Review and revise knowledgebase articles as processes change
Assist with updating project website content as needed
Perform other duties as assigned
Strong communication, interpersonal, teamwork and organizational skills are required
Ability to prioritize and complete tasks to meet team and project needs
Ability to provide after-hours support, including weekends, as needed

Senior Representative, Account Services Resume Examples & Samples

Answer inbound calls from customers regarding all facets of their deposit and IRA account(s)
Research and respond to requests and discuss options regarding various aspects of the policy; for example, policy provisions, values, and basic procedures
Process transactions and fund transfers
Efficiently access multiple electronic systems to provide complete response
Make use of problem solving/decision making skills to achieve the highest level of customer satisfaction
Cross-sell the appropriate products to our customers at every opportunity
Embrace new products being tested as a cross-sell opportunity
Meet established goals for all metrics, including call quality, productivity, and customer acquisition
Work at all times to enhance and strengthen the relationship with the customer
Other call center responsibilities as required
6+ months of sales experience
Excellent customer service skills, including listening skills
Strong change orientation
Demonstrated ability to learn quickly and a willingness to obtain functional knowledge and understanding of company products as well as administrative, claims, underwriting, and marketing organizations
Strong organizational skills with the ability to manage multiple tasks simultaneously
Must have excellent written and verbal communication skills
Prior Sales experience; ability to meet or exceed individual and team sales goals
Ability to articulate ideas
Excellent PC skills, including navigating multiple applications/systems and experience with Microsoft Office
Ability to handle confidential and often sensitive information
Ability to work shifts that meet business needs, including weekends, nights and holidays
Must have been in current position for at least 6 months and have at least a "consistently meets expectations" performance rating
Ability to comply to compliance/telemarketing rules and other federal/state regulations

Senior Representative Resume Examples & Samples

Processes paper applications to open new account and performs various updates to customer data
Prepares checks for processing in the forward presentment process and completes the daily branch proof
Handles inbound and outbound wire transfer processing, including OFAC verification, customer callback, teller posting to customer accounts, preparing and mailing customer printed notification, and keying data into online payment system
Posts customer mail deposits to accounts; posts entries created within Central Operations needed to reconcile the General Ledger accounts as well as fraud prevention and asset recoveries
Processes incoming documentation for non-standard account processing (trusts, guardianships, powers of attorney, name changes, etc.); conducts 60 and 90 day reviews of revocable trusts and Irrevocable trusts
Reviews account processing activities in conjunction with items posted via vendor services (newly funded CD rates, customer account maintenance & documentation changes, new account documentation, deposit exceptions, form transmittals for scanning, etc.)
Performs all Customer Service Center functions related to mail received necessary to successfully complete customer requests; corresponds with customers via phone or in writing as appropriate to resolve service requests
Uses Case Management System to identify accounts that have had documentation sent to customers for completion; sends cases to obtain additional information to complete the process
Processes all items/requests in accordance with regulatory standards and bank procedures to ensure compliance with the maintenance of accounts, and maintains necessary documentation accordingly
Processes account verification requests from mortgage companies on customer accounts
Processes deposit return transactions; interfaces with Fraud team for identification of suspicious activities
Meet established goals for all metrics, including call quality, productivity, and time on system
Reviews & establish external customer account transaction relationships based upon bank policies
Other related duties as assigned or required
Minimum of 6 months experience in the banking industry
Minimum of 6 months of experience with bank processing systems (i.e. Fidelity, E-Funds, or similar systems) and bank products & services
Minimum of 6 months of experience with related regulations including Reg CC and UCC, Patriot Act, Reg. D. Reg. E and
Work experience with MS Office including Outlook, Word, PowerPoint and Excel
1-2 yrs. of relevant experience
Detail-oriented; able to review & understand account, and file documentation, correspondence, etc
Previous related work experience in a bank or other financial services company
Basic knowledge of accounting
Associate's or Bachelor's degree in business or related field

Senior Representative Resume Examples & Samples

Minimum of 6 months of experience with related regulations including Reg CC and UCC, Patriot Act, Reg. D. and Reg. E
Respond to customer inquiries with accuracy of grammar, spelling, and punctuation; clarity of writing; and appropriateness
Proficiency in Spanish and English, a plus

Senior Representative Resume Examples & Samples

Acts as the escalation point for complex issues by conducting thorough investigation and providing resolution/ recommendation to internal/external clients as well as Team members as applicable
Main point of contact for “Not In Good Order” communication either by fax, email or outbound call
Respond to incoming email correspondence (i.e. adhoc reports request, QTS request and Image and workflow items etc)
Coordinate the resolution of clients requests, system issues and improvements to processes as required
Other outbound calls as required
All Hands on Deck – log onto the queues as directed
Participation in Client meetings as required
Develops a detailed understanding of clients’ businesses to ensure SHS interacts with the clients operations effectively
Review processes and procedures to identify gaps and suggest improvements
Ensures that all work assigned to them is completed accurately, on target and within regulatory standards
Participates in or leads projects as required from time to time
Assist in monitoring and managing the workflow within their team
Co-ordinate price revisions that impact FundSERV
Co-ordinate mass client communications (i.e. Year End clean up, HST requirements, statement insert
Support all Operational areas as required
Monitor, update and clear BPM items (workflow) within Service Level Agreements (SLA) daily

Senior Representative Resume Examples & Samples

Programs Management (60%) - hands on management of the planning and execution of department programs and projects that further learning and talent solution goals, to include
The ideal candidate will possess at least 4 years of experience in high-profile program/operations/event planning and management
Experience with budgets, vendor relations and client satisfaction analysis
Advanced Microsoft Office Project (or similar project management software) Word, PowerPoint and Excel
Proven ability to independently manage multiple projects while delivering high quality results on time and in a fast-paced, dynamic environment
Ability to collaborate, influence and direct without authority with team members and partners to ensure integrated execution of project deliverables, especially in situations of change and ambiguity
Excellent verbal and written communication skills with the ability to articulate a succinct and compelling point of view that incorporates business language with relevant examples
Proven ability to work independently and in a team based environment
Demonstrated willingness to be flexible and adaptable to changing and sometimes competing priorities
Experience in Organizational Learning, Micro, Social and/or eLearning

Senior Representative Resume Examples & Samples

Handle inbound consumer applications
Review and Analyze credit applications and credit bureau information in order to make credit decisions, as per set underwriting system guidelines
Effectively communicate credit decisions
Exercise loan authority of $5,000 to $20,000 within compliance and risk guidelines
Provide guidance and education on various application channels
Maintain and improve partner relations in a fast pace retail environment
Handle inbound calls from customers, developing and maintaining a positive relationship between the customer and Synchrony Financial
Determine customers' needs and respond to those needs by answering questions and resolving complaints with first-call resolution in an efficient and productive manner
Maintain and improve customer relations in a call center environment
Consistently improve overall activation and retention of cardholders
Must be able to work overtime, evenings and weekends
1+ years of customer service experience in any industry or equivalent military experience
Strong level of technical aptitude, including PC proficiency within a Microsoft Windows environment
Ability to perform in a fast-paced environment and adaptable to change
Prior call center environment or high call volume experience preferred
Relationship Building - Effective interpersonal skills, demonstrated affinity for building and maintaining rapport with client and customers
Self-motivated with solid organizational, creative problem solving, decision-making and time management skills
Adaptability to change behaviors based on constructive
Previous work experience in a fast-paced customer service environment
Previous experience utilizing Microsoft Windows
Ability to speak clearly, be understood easily, and be polite and professional

Senior Representative Resume Examples & Samples

1 year+ previous customer service experience within a financial services industry or bank
1 year+ experience using computer software such as Microsoft Office Suite including: Outlook, Word, Power Point and Excel
Ability to read and comprehend simple instructions and short correspondence from customers and peers
Basic knowledge of accounting - ability to add, subtract, multiply and divide in all units of measure by use of a calculator and spreadsheets
Experience within a metrics environment where individual and team goals were monitored
Associate’s or Bachelor’s Degree in business or related field

Temporary PSC Senior Representative Resume Examples & Samples

This position will include shifts which cover center hours from 7am to 11pm Monday through Friday and from 9am to 5pm on Saturday and Sunday
Maintain an advanced understanding of common and uncommon scorer issues and of the normal processes of the Scoring Support Center
Perform a high amount of problem solving, troubleshooting and diagnosing various scorer issues
Monitor, handle and escalate open ServiceNow Tickets to ensure timely resolution of issues
Monitor and help manage email and chat queues, check daily schedule for chat coverage across shifts, and insure email queues are cleared within an appropriate turn time
Monitor phone coverage and notify shift supervisor of excessive out of queue time
Handle calls, emails and/or chats during periods of heavy volume or as instructed by your immediate Supervisor or Manager
Assist with training new and existing employees on processes, procedures, policies, quality, call-center tools, and metrics
Review and suggest knowledgebase article updates as processes change
Monitor Call Center Support distro mailbox and alert shift supervisor to issues that have may have not been addressed
Assist with continuous improvement initiatives as needed

Accounts Receivable Senior Representative Resume Examples & Samples

Responsibility for billing and timely collection of standby letter of credit fees
Process payments related to IRB’s and foreign bank charges
Daily reconciliation of A/R reports(TPS) to Accounting platform(IBUK) & (IAS)
Work closely with the accounting department in resolving queries related to A/R
Work closely with clients and lines of business
Work closely with other members of the standby team providing assistance
Responsibility in monitoring and handling Auto-renewal report
Handling consolidated billing to clients
Excellent knowledge of excel spreadsheets, word documents
Knowledge of Microsoft Access is a bonus
Working knowledge on TPS and payment systems
Knowledge of Accounting practices and General ledger functions
Knowledge of FX booking and execution
Experience, working in a fast paced environment with good communication skills, (written and verbal)

Senior Representative Resume Examples & Samples

Providing oversight for production/delivery of monthly/quarterly valuations and investment review reports to agreed client deadlines for IOO clients produced by offshore teams in Bangalore and Manila, ensuring timelines are met and accuracy is maintained
Assisting in the preparation, delivery and quality controlling of IMA Disclosure reports and of management fees/ query management and IMA Disclosure reporting
Adhering to the data privacy policy and making sure that all emails are sent accurately
Respond effectively to internal and external queries received in relation to client reports (valuations, quarterly investment reports, IMA Disclosure reports & factsheets)
Assisting the team with more complex client enquiries and escalate as necessary
Being involved with ongoing projects, testing and implementation as appropriate
Experience delivering to tight deadlines
Roles reliant on accuracy
Problem resolution
Stakeholder management
Pressure resistance
Service focused
Influence and persuasion

ESC AP Senior Representative Resume Examples & Samples

Responsible for quality and timely processing of non-PO invoices and PO invoices on P2P and eCBS
Prioritizing and organizing daily workload to ensure that timeliness and quality standards are met
Support Procure to Pay (P2P) implementation efforts
Assist in audit and compliance efforts for the department
Any other assignment given by supervisor related to AP operation
Execute and comply FA/GL activities of the countries involved
Execution of fund transfer request using Citi Payment systems. Understanding of SWIFT and IBAN standards
Working knowledge of MS Office, especially Excel (pivot table, V-lookup, functions)
At least intermediate level of English and Hebrew (written and spoken) preferably bi or multilingual in any of supported countries languages

Senior Representative, CS Invest Ops Resume Examples & Samples

Focuses on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes
Analytically and procedurally competent, representing the team on cross-function process or project deliverables; emerging as an expert in a specific skill set but remains focused primarily on daily execution
May have direct interaction with committees and/or Senior Management
May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)

Senior Representative Resume Examples & Samples

Anticipate and identify Investment Manager and/or client needs
Serve as a resource to partners and team in understanding and awareness of Investment Manager Relationships
Identify service efficiency enhancements, process improvements and facilitates service delivery using creative and proactive measures to enhance the Investment Managers service experience with Northern Trust
Responsible for the training of new hires
Extensive knowledge of partner groups and roles involved in custody operations. Documented experience in working with these partner groups in inquiry resolution and process enhancement
Extensive technical knowledge of all systems required to perform the job. Including but not limited to, Fundmaster, IMS (Information Management System), Lotus Notes, Passport Reporting and Sherlock, and TLM (Transaction Life Management) United Kingdom and United States
Extensive knowledge of the departmental control processes, procedures, and Service Level Agreements (SLAs)
Knowledge of general finance concepts, usually acquired through formal education or experience, is preferred
Ability to multitask in a hectic environment is required to maintain high quality of service delivery

Senior Representative Resume Examples & Samples

The Senior Representative is responsible for leading the day to day servicing with the flexibility and commitment necessary to meet the Investment Manager and client expectations/requirements
Integrates intimate knowledge of IMLG and custody operations to service Investment Managers
Anticipates and identifies Investment Manager and/or client needs
Serves as a resource to partners and team in understanding and awareness of Investment Manager Relationships
Participates on Investment Manager service calls, and subsequent documentation and follows up on servicing issues
Identifies service efficiency enhancements, process improvements and facilitates service delivery using creative and proactive measures to enhance the Investment Managers service experience with Northern Trust
Minimum 1 year of Custody Operations or similar experience in client servicing and/or financial service operations
Experience working in fast-paced, deadline-oriented environment preferred
IMLG Representative experience preferred, but not required
Extensive knowledge of partner groups and roles involved in custody operations
Documented experience in working with these partner groups in inquiry resolution and process enhancement
Extensive technical knowledge of all systems required to perform the job. Including but not limited to, Fundmaster, IMS, Lotus Notes, Passport Reporting and Sherlock, and TLM UK and US

Senior Representative, Hrsc Resume Examples & Samples

Research, take action and monitor adverse background issues to completion
Meet established quality and service level agreements at the Senior Representative level
Provide the highest level of internal and external customer service and provide coaching/training to others
Meet project and reporting deadlines, ad provide performance manager with timely feedback regarding project status
Engage in Employer of Choice initiatives, and foster a positive work environment by being actively engaged
Minimum three years of background administration or HR environment experience
Associate’s degree from an accredited college or university or equivalent work experience
Working knowledge of background administration processes and procedures
Excellent customer service, problem solving, and issue resolution skills
Ability to work with confidential information
Proficient with Microsoft Office Suite applications including Word, Excel and Outlook

Senior Representative Customer Contact Center Resume Examples & Samples

Responds to audit requests as required
Research and retrieve backup that requires dedicated time lines
Co-orinate mass client communications (i.e. Year End clean up, HST requirements, statement insert)
Support all operational areas as required
Pre-screen, prepare and input all financial and various non-financial transactions by standard cut off times

Senior Representative Resume Examples & Samples

Develops new customers or introduce new products for growth
Has attention to details and has good business acumen
Understanding of competitor's offerings and able to develop proposals and quotation to compete
A minumin of 5 years sales experience, with OEM/ODM experience is a plus
Excellent at English communication and negotiation skills, both in writing and conversation
Able to work independently and responsible, self-motivated and with good working attitude
Strong computer skills with Excel, Powerpoint, outlook

Senior Representative Resume Examples & Samples

Functions as primary focal point of contact for assigned customer related inquiries and represents the voice of the customer within the facility
Performs contract review of all orders for customer requirements to ensure that orders are processed per negotiated requirements including importing and exporting requirements
Accountable for ensuring orders are entered into the ERP system and/or other support databases. Accountable for ensuring demand alignment and accuracy of demand plan for assigned customers
Accountable for ensuring that the customer’s supplier web-based purchasing systems’ requirements are being fulfilled
Provides continuous feedback to the customer on order status throughout the production cycle by providing proactive communication with the customer in anticipation of customers’ needs
Monitors key customer buying indicators including MRO budgets and future system upgrade plans to identify new business opportunities for FMC
Assesses market channel delivery options (direct or through distribution)
Develops sales support materials, promotion, and training for global campaigns on targeted aftermarket programs
Manages Customer Metrics - Customer Complaint Process and keeps customer database updated with all activities and maintains all records for account responsibility
Represents the company at customer review meetings (potentially at off-site meetings). Not more than 10% travel
Fundamental understanding of regulatory processes around Aerospace and Export Controls and assures compliance with all export control regulations- ITAR
Manages the new opportunity pipeline in ensure a high quality portfolio of opportunities is available to FMC in the aftermarket. Provides accurate and timely market and competitive intelligence, including pricing and competitive standing, in support of FMC momentum and new business capture
Bachelor’s Degree from an accredited institution preferred
Minimum 2-years’ experience interfacing with customers
Proficient in reading and writing English
Must be authorized to work in the United States without company sponsorship
Relocation assistance is not provided. Candidates must reside within 50 miles of Grand Rapid, Michigan to be considered for this role
Experience within the Surplus Trading companies
2 years’ experience with Digital Marketing
3-5 years’ experience interfacing with customers
This position typically deals with a mix of low dollar, high complexity; or high dollar, medium complexity. This position will also require expedited turnaround of a high volume of quotes
Computer Skills: Excel, MS Outlook, PowerPoint, MRP Systems (e.g., MFGPro, SIEBEL, EDGE, Customer360)
Forecasting; leadership skills/experience; product knowledge; Aftermarket Product Lifecycle and forecasting
Strong Sales experience required in the Aftermarket Arena. Attention to detail, accuracy, organizational skills, follow-up, ability to learn and apply new concepts, ability to follow detailed work instructions, ability to confirm contractual agreements/terms are met through utilization of contracts matrix, effective communication skills (verbal and written), presentation skills, data analysis skills

Senior Representative, Accounting Resume Examples & Samples

Problem identification, analysis, and resolution related to vendors and accounts payable systems
Performance of other related duties as assigned and requested
Process 3 way P.O. matching invoices, up to 20 plus line items
Review all invoices for appropriate documentation, compliance and approval
JD Edwards a plus, ERP system experience preferred
Proficiency in Excel
Detail oriented and excellent organizational skills necessary to meet deadlines and balance multiple projects
Strong interpersonal communication skills and the ability to influence change

Data Center Operations Senior Representative Resume Examples & Samples

Provide general support by collecting and keying charges and credits into the billing systems
Work with hospital units to enter and balance daily hospital census
Provide first-level support as needed in support of IS systems

Senior Representative Resume Examples & Samples

Manage all electronic products returned from customers to Edwards Lifesciences by preparing and analyzing return re-processing metrics
Ensure that all returns are processed in a timely manner, potential risks are proactively identified, and control measures are implemented
Drive issue resolution for all returned products by
A High School Diploma is required, an Associate’s or Bachelor’s Degree is preferred
A minimum of 4 years of work experience analyzing and managing product data and driving issue resolution is required. Experience within the medical device industry is highly preferred
Must be extremely organized and detail oriented
Proficient in Microsoft Word, Excel, Project, PowerPoint

Senior Representative Resume Examples & Samples

Destination Support: Partner with Manager, CBM (Theme Parks) to fully leverage the assigned theme park to drive the overall Universal Orlando Resort destination and maximize attendance, average park visit (APV), and repeat visitation. Assist in the continuous improvement of existing initiatives and the creation of new ones for the assigned theme park. Assist in the development and reinforcement of a brand charter for the assigned theme park
Implementation: Partner with Manager, CBM (Theme Parks) in the strategic development and cross-channel implementation of attraction launches, events, and broadcast product input for the assigned theme park. Assist in proactively garnering key partner input, engagement, and alignment for all assigned theme park initiatives. Assist and/or lead in the on-strategy, on-time, and on-budget implementation of marquee events under the direct supervision of the Manager CBM (Theme Parks)
Lead performance tracking and reporting for all assigned theme park attraction launches, marquee events, guest facing broadcast events, and cross-property initiatives
3-5 years of marketing experience with record of exceeding targets and objectives
Proven collaboration skills, with prior experience working in cross-functional teams
Analytical, planning, forecasting and budgeting/financial skills
Critical decision-making and communication skills
Understanding of consumer and brand research
Self-starter and multi-tasker comfortable in a fast-paced and complex environment
Experience in developing cohesive, engaging, concise, fact-based presentations
Problem solving skills with an ability to anticipate project needs.LI>Proficiency with MS Office programs, especially Excel, PowerPoint, and Outlook
Energetic and extremely detail oriented and resourceful
Experience/Knowledge Preferred

Senior Representative Resume Examples & Samples

Meet/Exceed Revenue Sales Quota & Market Share
Develop and implement sales and engagement strategies to achieve optimum channel coverage and growth market share and brand equity for Seagate
Create & Execute Go-To-Market Channel Sales plans for assigned territory
Plan and execute channel motivation and enable programs to grow resellers base and sales per reseller through the distributors. Work closely with the Programs, Pricing and Marketing resources to drive regular reseller marketing programs
Manage through strong discipline around business reviews, sales forecasting and sell-out/sales-through programs
Define/drive improvements to the channel sales process
Collaborate with pricing, marketing, product and account management to facilitate new programs, offerings, and initiatives to drive channel success
5 - 8 years of channel sales experience, preferably in MNC consumer IT, Retail or CE
In-depth understanding of business dynamics and complexity of channel management
Excellent relationship management, communications and interpersonal skills
Strong influencing and negotiations behaviours
Excellent business ethics and integrity
‘Can do’ attitude and Sense of Urgency
Highly Motivated; can work in a rapidly growing company and industry

Senior Representative Resume Examples & Samples

Team supervision of daily operation. Closely monitor orders from order entry to billing for on-time delivery. Ensure system data integrity. Coordinating with SABIC internal teams & customer, take proper action to minimize any potential service failure impact to customer & maintain customer satisfaction
Drive operation process standardization & optimization to improve team productivity. Initiate/involve cross-functional improvement projects
Take responsibility for team members’ performance & competence development by training & coach
Review & update monthly closing files and try best to meet S&OP number
Reduce ACR (Abandoned call rate), provide one call solution to customer. Join inbound/outbound call audit to improve call quality
Drive effective balance between company KPIs. Work with commercials to clear AFG, and finance to clear past due. Support inventory management. Control DTW cost. Improve company return on investment

Senior Representative Resume Examples & Samples

Superior verbal and written communication skills
Strong interpersonal and relationship-building skills
Strong, ethical negotiation skills
Confidence, tact, and a persuasive manner
Good ‘people skills’, for working with a range of colleagues and clients
A willingness to work long hours, often under pressure
A professional manner
Ability to make good business decisions related to contract pricing on behalf of the company
SMB Advertising Sales experience
Proven experience closing annual agreements
Formal sales training and/or applied experience in sales methodologies
Possession of a Bachelor’s degree required; sales, communications, business or related field strongly preferred
3+ years of inside sales or call center experience
5-7+ years of sales experience
LI-LL1

Senior Representative Resume Examples & Samples

4 years of previous related experience required
Proven event management experience, CMP preferred
Strong interpersonal and relationship building skills
Excellent time management, written and verbal communication skills, and project management skills
Proven expertise in Word, Excel, PowerPoint, Adobe, and ability to operate general office machinery
CVENT Event Management Software knowledge required
Ability to manage confidential information with discretion
Completes tasks in resourceful and effective ways
Ability to interact professionally with all organizational levels
Must be able to work in a team environment, including inter-departmental teams, with supervisory guidance provided as needed in the execution of routine tasks
General instructions given with assignment of new lines of work or complex special assignments

Senior Representative Resume Examples & Samples

Manage day to day activities between Edwards and the contract manufacturer and global service centers relative to product return processes (ex: how many units are being returned, when will they be repaired, what are the priorities, etc)
Prepare and analyze product and process performance metrics for returns (Ex: how long units were at the supplier site, average cost of repair, etc)
Ensure that all returns are processed in a timely manner, potential risks are proactively identified, and control measures are implemented. Execute prioritization initiatives consistent with business needs
Review documentation (Ex: quotes, complaint evaluations, etc) from our third party service provider for thoroughness
Document vendor investigations into our quality management system
Identify and drive process improvements within your work area to ensure that processes are operating in a lean fashion
Participate with the team in improvement initiatives
A minimum of 4 years of work experience is required. Experience with data and using software solutions (access databases, enterprise systems, etc) to monitor is preferred. Some experience in delivering standard reports to management is recommended
Experience within the medical device industry is preferred, but not required
The ideal candidate will be organized, detail oriented, passionate, and willing to learn and go the extra mile
Strong critical thinking and problem solving skills
Excellent written and verbal communication. Ability to work in a cross-functional team environment. Motivated

Senior Representative Resume Examples & Samples

Integrate intimate knowledge of IMLG and custody operations to service investment managers
Experience working in fast-paced, deadline-oriented environment preferred. IMLG Representative experience preferred, but not required
Client Service Experience a must. Extensive knowledge of partner groups and roles involved in custody operations
Extensive technical knowledge of all systems required to perform the job Including but not limited to, Fundmaster, IMS (Information Management System), Lotus Notes, Passport Reporting and Sherlock, and TLM (Transaction Life Management) United Kingdom and United States

Materials Senior Representative Resume Examples & Samples

Job Duty-Knowledge in all job processes within a functional production area
Offers solutions to immediate line problems and issues
SPM, diploma or equivalent required
Knowledge of basic principles, methods, technologies and practices of a technical field
General knowledge of procedures and activities within own work area
Focused on learning the key aspects and duties of the job being performed

Data Entry & Conversion Senior Representative Resume Examples & Samples

Review patient & insurance information such correct plan ID/payor/network, insurance and patient responsibility based on explanation of benefits received and contract
Analyze and initiate adjusments/refunds process based on the business rules and contract/benefit information of the insured
Ensures that insurance claims are posted correctly according to policy holder agreements stipulated on their contract
Checks if the claims are processed correctly based on the benefit of the insured
Ensure that the correct benefit is applied
Requests adjustments and process refunds based on contract review/determination
Sends accounts back to NIC/NPAC if after review, accounts needs assistance and payment posting corrections
Must be a Bachelor's Degree holder
Highly analytical and flexible
Good English written communication skills

Senior Representative Resume Examples & Samples

High school diploma and three years of relevant experience or College diploma and one year of relevant experience
Sales and customer service experience
Experience as a receptionist, an asset
Experience in agenda management, an asset
Good knowledge of banking products and services
Command of Word, Excel, Microsoft Outlook and intranet
Bilingualism (spoken and written) - English and French

Senior Representative Resume Examples & Samples

Provide administrative support to Conference Management team for all major annual US conferences, Irvine Customer Visits, and other smaller regional conferences
Assist in driving program development in coordination with Sales Reps & Product Managers for all THV customer visits. Includes establishing program dates, creating agendas, and scheduling executive speakers from Edwards’ Advanced Tech, R&D, Manufacturing and executive leadership teams. Follow up with schedule changes and alternate speakers as needed
Provide the highest level of customer service to visiting Sales Reps, Customers, and Physicians
Assist with creating online CVENT registration for conferences/meetings when needed
Assist with managing room blocks at conferences/meetings when needed
Assist with Restaurant Reservations for all Annual US Conferences
Assist with TVT Live Feed Logistics (Room Reservations, AV request and on-site support for day of event logistics
Additional support for other conferences as needed or demand increases. (Pulmonic, CT, etc.)
Order Supplies, Ship Items, etc. 15%
Collaborate with Document Administrator to ensure timely processing of POs and Invoices
Additional Administrative duties as needed
High School Diploma or equivalent required; Bachelor’s degree preferred
Minimum of 4 years’ of previous related experience is required
Experience in Corporate or Hospitality event planning background preferred
Event coordination and travel/meeting planning experience required
Attention to detail and organization
Thrives in a fast-paced environment and is solution-oriented
Responsibility for independent inquiry/follow-up when a system/process slows down or stops. Tenacity
Strong individual contributor who takes full responsibility and ownership of multi-tasking

Senior Representative Resume Examples & Samples

High school diploma or GED certififcate required
Responsible for order entry
Responsible for inbound and outbound customer calls
Research and resolve order issues
Process customer orders, follow up as necessary
Customer-service role in a call center environment
Effectively applies knowledge of job and company policies and procedures to complete a variety of assignments
In-depth knowledge in technical or specialty area
Applies advanced skills to resolve complex problems independently
May modify process to resolve situations
May provide general guidance or technical assistance to less experienced team members

Senior Representative Resume Examples & Samples

Serves as the main reporting contact for the client; full ownership for one or more processes, reports and/or procedures
Carries out complex activities with significant financial, client, and/or internal business impact
Analytical and problem solving skills are required

Senior Representative Resume Examples & Samples

Problem resolution for customer orders
Outbound calls
Inbound calls

Senior Representative Resume Examples & Samples

Manages existing business base. Leverages relationships with large and complex existing accounts to grow and retain business and meet or exceed sales goals
Conducts regular status and strategy meetings with management to understand products and services needs
Identifies upsell opportunities from existing clients and new sales leads for revenue generation to promote business growth
Analyzes clients' business needs and develops solutions and product enhancements and new development opportunities to maintain and grow business
Maintains awareness of market and industry trends to understand competitive environment. Participate in sales conferences and events
Coaches and mentors junior team members on internal systems and policies/procedures
6-8 years of sales and marketing experience and broad industry knowledge
Ideally experience in a sales or a client facing role (inside sales, prospecting, sales support, customer support)
Goal and action orientated, with ability to work towards revenue targets within a business development environment
Experience in dealing with challenging situations, i.e. objection handling, overcoming gatekeepers etc
Solid organization, multi-tasking and prioritization skills
Strong communication skills, both verbal and written with the ability to engage a senior level audience
Strong MS office (Word, Excel, PowerPoint) skills are required, and any knowledge of CRM databases (such as Salesforce.com) would be advantageous

Senior Representative, WFM RTA Resume Examples & Samples

Monitor site to support SLAs
Resolve escalated issues and requests from site management
Monitor real-time agent IEX schedule adherence
Follow up real-time actual performance vs RTA Thresholds and take immediate actions on any abuse of auxiliaries
Monitor site adherence
Key daily exception requests and report update schedules
Cross-train with Scheduling Analyst
Optimize breaks the day of or day before the actual schedule
Schedule ADHOC intra-day training requests and update schedules
Attend centralized and/or site management meeting, as required

Senior Representative, Account Resume Examples & Samples

Maintain open communication with members of the location originations team/management, sharing all relevant information, particularly those relating to grain movement in trading area. Make suggestions and recommendations for improvements in customer service
Carry out procedures and programs which will improve the quality and efficiency of the customer service offered by The Andersons Sales Department
Develop and maintain avenues of contact with both established and new customers to encourage them to use The Andersons' facilities and services in the following ways
Cash grain purchase
Forward contracting
Delayed price and delayed price reservations
Storage and storage reservations
Basis and HTA contracting
Basic fob and direct ship marketing
Anderson marketing tools
Selling crop insurance
Freedom Products
Other marketing services offered by The Andersons
Enter all contracts, accurately and immediately into the system and ensure performance of contract maintenance functions such as pricing/unpricing and rolling of contracts (may be performed through Purchasing Representative)
Actively maintain contact with the Regional customer base and ensure the maintenance of complete, timely, and accurate customer information within CRM and ECC tools
Effectively communicate current rules, regulations and marketing limitations to customers, escalating any requests for marketing exceptions to the appropriate level of management
If applicable, be a licensed crop insurance sales person and provide appropriate crop insurance information to customers, and provide annual crop insurance projections for each customer
Perform various routine duties as assigned by relevant management, such as originations idea generation and managing various cash and hedge positions
If required, manage daily flows and backup other Account Representatives, Senior Account Representatives and Executive Account Representatives during absences
Assist in the preparation and presentation of messages for taped and live radio/TV broadcasts in a professional manner
Assist in training and education of new account representatives in the location
Work toward a greater understanding of grain marketing, crop insurance sales, flex contract application, fob and arbitrage opportunities, and a professional sales process
LI-JH1

Senior Representative Print Resume Examples & Samples

Must have one or more years of print, setup, and/or bindery experience OR two or more years of any combination of previous fulfillment, mail services, shipping and receiving and/or equivalent experience. Experience in multiple areas preferred
Must be able to stand, bend, stoop, climb, kneel, walk, and sit for extended periods of time
Must be able to lift and carry 40 pounds on a regular basis
Must be able to work outdoors in various weather conditions as needed
Work requires repetitive hand and foot motions
Must be able to work flexible work schedules and shifts, including off-peak work hours and occasional weekends
Must demonstrate an extremely high regard for confidential and sensitive information

Credit & Collections Senior Representative Resume Examples & Samples

Contracted Customer Care Center Management Assistance – provide support and assistance to contracted partner supervisor, trainer, quality assurance with UGI initiatives relating to company goals and objectives; complete representative call monitoring evaluations as required; provide direction and assistance for handling escalated customer calls
Contracted Customer Care Center Representative Mentoring – provide leadership and assistance to such representatives by answering questions, developing trainees, and handling challenging customers or inquiries; monitor such representatives performance through silent call monitoring, responding to questions, and providing feedback or direction; keep such representatives current on UGI procedural changes
Other Duties as Assigned – travel as required to provide direct support to contracted Customer Care Center site; process all P&L or suspension memos; augment the Customer Care team as needed by providing phone support during high volume periods; assist with account investigations and document collection activities associated with theft of service investigations, subpoenas, or other court provide request
Non-Cash Deposits and Other Credit-Related Documents – maintain pertinent information and documentation associated with non-cash deposits such as surety bonds, letters of credit and third-party guarantors – add deposit amount to the account and place originals in department safe; process all bankruptcy documents received via postal mail, fax or email; forward scan of received documents to UGI Customer Care representatives responsible for preparing proof of claim filing documents and supporting information
Minimum of two-years full credit experience, and billing experience
Ability to understand and utilize personal, centralized, or other computing, database, and information technology equipment, and software including but not limited to Microsoft Excel, Word, and Outlook, and Skype
Knowledge of and ability to interpret the Pennsylvania Public Utilities Comimission Title 52, Chapter 56, Standards and Billing Practices for Residential Utility Service; knowledge of and ability to interpret UGI Utilities, Inc., and UGI Corporation company policies, instructions, tariffs and other documents
Full credit skillset training and experience with aspects including but not limited to commercial accounts, residential accounts, landlord/tenant accounts, payment arrangements, shut-off for non-payment, customer assistance programs, protection from abuse orders, medical certifications, and ability to effectively communicate credit issues and requirements to other departments within and outside of UGI
Decision making ability with and without assistance, customer management and communication skills, ability to accommodate extended business travel (air, train, ground), and the ability to professionally communicate with and engage UGI management and external third-parties
Keyboarding input skills; professional communication skills; telephone techniques and etiquette

Senior Representative Resume Examples & Samples

Identifies, maximizes and closes sales opportunities with a strong emphasis on identification of new business and growth opportunities within an assigned territory
Negotiates pricing and samples
Manages targets/leads. Builds and maintains strong customer relationships
Analyzes erosions and forecasts, volume, revenue and variance
Resolves customer issues

Client Field Technical Service Senior Representative Resume Examples & Samples

Role is to process incoming calls to the Help Desk via both telephone and e-mail. Their objective is to resolve computer and software related issues which do not require assistance from an I.S. specialist. The Help Desk is to ensure customer satisfaction while providing high quality service and support for all customer requests. They will utilize request handling & escalation policies and procedures for all request submissions. This position will also follow all Help Desk policies and procedures
Provide first level support to the hospital departments supporting various hospital and Microsoft Office applications. It will also provide training for end users on hospital based systems (Cerner Power Chart, PACS, HPF and Physician Portal) and other duties as assigned
1-3 years of experience in a helpdesk environment
Working knowledge of computers and computer software with emphasis on hospital supported software applications and Microsoft Applications
Experience monitoring system backups and the changing of backup tapes
Proven analytical and problem-solving abilities
Exceptional interpersonal skills, with a focus on listening and questioning skills
Experience working in a team-oriented, collaborative environment with minimal supervision

Senior Representative Resume Examples & Samples

Prompt response to customer sales and service inquiries
Monitor the replenishment of inventory for service parts
Responsible for receiving and entering orders into JDEdwards system
Process service contract renewals, billings and tracking of these contracts
Coordinate all service repairs including billing
Track warranty for instruments and systems sold
Follow up on pending repairs with service technicians to update customers
Arrange returns of any defective parts to supplier
Minimum 3 years of senior customer service experience
Bilingualism (French & English) is mandatory
Strong interpersonal, oral and written communication skills
Must exhibit professional and polished telephone manner
Ability to handle multiple tasks at once, work under pressure, and meet deadlines
Highly organized and detail focused
Expertise in Microsoft Office (Word, Excel, PowerPoint, E-Mail) JD Edwards and SAP experience an major asset

Senior Representative Resume Examples & Samples

Functions as a primary focal point of contact for assigned customer related inquiries and represent the voice of the customer within the facility
Performs contract review of orders for customer requirements to ensure Order Administration is processing orders per negotiated requirements, including export requirements
Accountable for ensuring demand alignment
Accountable for ensuring customer portal requirements are being fulfilled
Assures compliance with all export control regulations – ITAR / Commerce
Provides continuous feedback to the customer on order status throughout the production cycle by providing proactive communication to the customer in anticipation of customers’ needs
Coordinates and supports in negotiating contract pricing, delivery, administration requirements and conditions ensuring compliance with Eaton’s policies, terms and conditions from proposal through shipment
Prepares quotations and longer term agreement pricing for legacy business
Interfaces with customers and works closely with the operations support staff, engineering, and sales and marketing
Provides backup where necessary for Customer Service and assumes other duties as assigned
Coordinates the internal activities of all departments involved in achieving customer commitments
Coordinates resolving issues by achieving a mutually acceptable solution between Eaton and the customer – Represents Eaton in delivering plant recovery plans
Manages Customer Metrics and Customer Complaint Process – keeps customer database updated with all activities, maintains all records for account responsibility and supports performance improvement initiatives
Coordinates and supports customer visits (travel up to 5% of time)
Bachelor’s Degree from an accredited institution required
Minimum 3 years’ experience in customer service, contract administration, or inside sales position within an industrial manufacturing environment either commercial or government focused
Must be able to work in the United States on a permanent and on-going basis without requiring company sponsorship
This position requires use of information or access to hardware which is subject to the International Traffic in Arms Regulations (ITAR). All applicants must be US persons within the meaning of ITAR. ITAR defines a US person as a US Citizen, US Permanent Resident (Green Card Holder), Political Asylee, or Refugee
No relocation benefit being offered for this position. Only candidates that currently reside within the immediate geographical area (50 miles) of the Glenolden, PA facility will be considered
Bachelor’s Degree in Business from an accredited institution
Experience managing the customer website portal
Aerospace industry experience
Team oriented and problem solving skills required
Negotiation Skills required
Computer: Excel, MS Outlook, PowerPoint, Website Portals, MRP Systems; basic understanding of accounting principles, contract language, and standard terms & conditions
Attention to detail, accuracy, organization and time management skills, follow-up skills, ability to learn and apply new concepts, ability to follow detailed work instructions, ability to confirm contractual agreements/terms are met through utilization of contracts matrix, effective communication skills (verbal and written): (1) presentation skills, (2) data analysis skills: must be able to function in a fast-paced, demanding environment in an efficient and professional manner

Senior Representative Resume Examples & Samples

Develop and deliver effective training for each ESC – HR Ops Representative. Serve as mentor and coach for all team members. Develops departmental processes and continually update department policies to ensure ESC – HR Ops staff has the appropriate information to provide exceptional customer service
Assist managers with data analysis and reports to determine trends, develop performance metrics and determine continuous improvement opportunities and problem solving resolutions
Provide assistance on difficult situations with the goal to improve efficiency, productivity, and delivery of hassle-free service to employees/retirees system wide while ensuring compliance with United policy, collective bargaining agreements, all state/local laws and federal regulations
Ensure the team accomplishes operational objectives and service level agreements are met in a customer focused manner by responding to inquiries within 16 business hours. Ensure all wires are funding on the due date
Assist mgrs. with special projects such as Reduction-In-Force, Early-Outs, Special Leave of Absence, Management Voluntary Separation
Case Mgr and presenter of United We Care cases for Grant panel review. Coordinate with the Business Unit on special programs, such as, Vacation Buy, Performance Management, Merit Programs, etc
Achieve 100% regulatory and SOX compliance
Increase annual overall customer service performance
Manage overall Absence Management costs through work process completion within 8 to 16 business hours
Meet expectations for processing HR/PSC “back-office” processes in a timely, efficient and accurate manner
Respond to inquiries from co-workers at all levels of the organization in an efficient and accurate manner
Deliver training, update Knowledge base articles
Meet department’s training goals as part of professional development
Year over year reduction in average lost work days for OCC, leaves and medical absences and year over year increase in transitional duty
2-4 year of experience in a fast paced operational environment/lean cell
Training delivery experience, organizational ability and customer service
Demonstrate excellent customer service skills, high productivity and proficiency in all systems

Admin Ops Senior Representative Resume Examples & Samples

This role works within our inbound mail team to open and sort incoming mail, and uses scanning and imaging technology
Mon-Fri 7:30 am to 4:00 pm
1 to 2 years of experience in an office environment working with document handling and computers required
Intermediate computer skills and a working knowledge of Microsoft Excel and Word are required
Ability to be able to lift 30 lbs is required

Senior Representative, Accounts Receivable Resume Examples & Samples

Perform the application of payment/adjustment to customer accounts, reconciliation of customer receipts and the investigation and resolution of discrepancies
Maintain reports/analyses to compile critical data from multiple sources to support AR functions
Respond to requests/inquiries from multiple departments
Participate in testing/review of system requirements
2+ years relevant work experience
Efficient with Microsoft Office
Experience in the following
Dependable, reliable and punctual
Attention to detail, accountable and shows pride in work
Professional attitude and a collaborative work style
Meets commitments, gathers and analyzes information skillfully
Desire to work in environment that requires flexibility and ability to manage multiple priorities
Exhibit a positive attitude and behavior with regards to assigned tasks, co-workers and team members
Professional communication skills and confidence to interact with other departments and higher levels

Senior Representative Resume Examples & Samples

Personal accountability: A positive can-do attitude and highly collaborative mindset is key to success of this role. The ability to build excellent relationship with customers and maintain high customer satisfaction
Education: Minimum of Bachelor’s degree in business, engineering or related fields required
Experience: 5+ years of professional work experience in sales in leading IT/related companies. Has experience of developing and executing complex sales strategies and action plan
Communication: Strong communication skills as well as the ability to interface internally and externally with all levels of management and counter-partners
Language: Fluent in Japanese and business level English in both speaking and writing (TOEIC 800 or equivalent level)
Business Travel: Must be able to travel domestically and internationally
Value team-work

ESC AP Senior Representative Resume Examples & Samples

Ensuring that invoice elements are correct. For example supplier details, address, tax calculations, currency and amount etc
DEVELOPS OUR PEOPLE - Builds talent and teams for Citi by creating a culture of meritocracy and transparency, and celebrating excellence, initiative and courage
DRIVES VALUE FOR CLIENTS - Enables economic value and positive social impact for clients, companies, governments, and communities
WORKS AS A PARTNER - Works collaboratively across the firm and encourages others to achieve the best results for Citi and our clients
CHAMPIONS PROGRESS - Champions a culture of high standards, pushes for progress, embraces change and challenges the status quo in support of Citi’s vision and global strategy
LIVES OUR VALUES - Ensures systemically responsible outcomes while driving performance and balancing short and long term risks
DELIVERS RESULTS - Sets high standards and achieves performance objectives by creating a clear path toward ethical and sustainable results
Responsible for quality and timely end-to-end processing of non-PO invoices and PO invoices. Matching PO invoices to Purchase Orders and managing Purchase Order exceptions. Work closely with Procurement Operations to resolve any PO related issues
Responsible for dealing with queries and complaints from external and internal customers in relation to Invoices and employee expenses. Follow up on customer queries as appropriate and check resolution details to ensure customer satisfaction with the response. Properly handle or forward escalations further
Troubleshoot Invoice and Employee Expense problems, provide solution for processing issues, and interface with technical support to resolve systematic problems
Ensure that all Invoices and employee expenses processed are compliant to Citigroup policies and procedures, and relevant external requirements
Support system implementation efforts and future process conversion projects including UAT (User Acceptance Testing)
Accountable for MIS reporting related to AP activities as per requested by manager
Assist in audit and compliance efforts for department according to manager instructions; including risk review, Self Assessment, COB/business monitoring and documentation of policies and procedures
Maintain the expected level of knowledge related to Accounts Payable processes and supporting applications including but not limited to Oracle AP and Concur
Responsible for execution of Funds Transfers as defined in the respective procedures using Citi Payment Systems. Having appropriate level of understanding of SWIFT and IBAN standards, that is necessary for performing the job
May occasionally provide informal guidance or on-the-job-training to new team members
Actively support and deputize Team Supervisor in people managerial responsibilities
Cross-train on primary responsibilities of peers to serve as a back-up when needed (where applicable)
Leverage Citi Lean framework to optimize how we work with external and internal customers. Responsible for continuous process improvements and adaptation to new business process/procedures
Champion VOE efforts in strategic sites and support VOE activities globally

Brokerage Operations Liaison Senior Representative Resume Examples & Samples

Acts as the liaison for our clearing firm; partners with their Legal, Risk & Operational Areas to escalate cases and present our stance on exception/escalated items
Acts as the NYLSEC lead on all Audit requests that require expertise on where to access data, review the accuracy and liaise with Compliance to provide our response to the Regulators
Trains new employees on all Cashiering functions
Documents new procedures and keeps existing written supervisory procedures up to date
Performs as the back-up to the Manager for reviewing and approving all financial money movement transactions processed by the staff
Accesses the vault where client checks are stored. Responsible for the destruction of legal checks after 14 day holding period
Creates and runs management reports
Manages the workflow of the team in the absence of the Cashiering Manager
Demonstrates and shares advanced knowledge of operational procedures, company policies, industry principles with the team
Responds to Group Chat line requests
Has an expert working knowledge of multiple systems, products and services
A minimum of 3 years of related experience desired
Series 7 and 24 registration preferred
Technical Expertise: expected to become a resident expert on all the internal and external systems used by the department. Expanding technical skills is an expectation to handle special Audit requests (creating and managing spreadsheets) and management reports (department metrics). Able to train new and existing staff members on the utilization of these systems
Business Knowledge: Must have expert knowledge of financial products (stocks, bonds, mutual funds) and industry regulations/procedures. Specific NYLife Securities products and procedures is critical to understanding client requests and accurately determining if the request was processed correctly so it can be approved. Must know and be able to process all transaction types since they are the back up approver for all processing requests
Problem Solving: The Brokerage Operations Liaison will use their past experience and expert knowledge to be proactive with providing assistance to callers and staff
Communication Skills: The Brokerage Operations Liaison is a model for new hires to emulate with their customer focused attitude and demeanor

Senior Representative Resume Examples & Samples

FINRA Series 6 and 63 or Series 7, Life and Health license required or the ability to attain licenses within 90 days
Minimum 2 years relevant experience
Continually learning new products and staying abreast of product and market
Needs the ability to generate Internal Wholesaler lead generation
Creates and explains complex illustrations based on product and market knowledge

Senior Representative Resume Examples & Samples

Bachelor's Degree with more than 5 years of account management experience
On time task delivery required
Experience with the IT industry or storage industry is preferred
Experience with OEM business is preferred
Excellent communication skills and customer oriented
Ability to manage new initiative together with account team

Senior Representative Resume Examples & Samples

Responsible for developing and leading a professional talent acquisition strategy, inclusive of the management of full life cycle recruiting, for primarily management-level openings. Conduct phone interviews and one-on-one behavioral interviews for Non-Exempt and Exempt applicants and make determinations of capability and ability to succeed at Universal Orlando. Uses sound judgment in identifying proper role for candidates based on skill set, knowledge and ability
Provides counsel and expertise in the recruitment of hourly Lead, Non-Exempt, and Exempt positions. Develops recruiting strategies, recommends staffing initiatives, and writes proposals based on those initiatives to address both short and long-term business staffing needs. Monitors general staffing progress against open requisitions to determine priority and ensure effective and timely recruitment. Identifies trends, and utilizes staffing metrics to drive the staffing function and support Operators’ labor needs
Consults with and educates hiring managers in comprehensive recruitment and staffing issues including but not limited to: interviewing techniques, staffing policies and processes. Assists and educates managers in Staffing standards and the evaluation of candidates. Establishes and maintains ongoing relationships with hiring managers to understand the business unit and its recruitment needs. Attends departmental staff and other meetings as requested to acquire substantial knowledge about the department's business objectives, goals, operations and work culture. Partners with internal Human Resources partners (Human Resources Field Team, Learning and Development) to identify process improvements
Responsible for the management, direction, and development of direct reports ensuring that all company policies and procedures are consistently deployed across all teams. This can include performance management for Exempt-level and Non-Exempt-level Staffing Team Members (1-2 per team). Acts as a subject matter expert in regards to day to day staffing operations and utilizes strong decision making skills to proactively identify and resolve staffing related issues
Creates and administers programs designed to strategically recruit and select candidates for employment from both an internal and external perspective. Responsible for developing all aspects of the staffing action plans and logistics. Develops and integrates creative ways to source and recruit applicants. Builds upon existing partnerships with relevant educational and business organizations to source candidates and develop new programs
Plans, executes and participates in job fairs and/or other recruitment events to effectively source right fit candidates. Assist with Prescreens/interviews for entry-level applicants to determine applicant status to include offering an entry-level position, forwarding for a second interview or informing the applicant that there is no interest
Conduct presentations
Employment
Provides Direction
Human Resources Experience
Communication with Team
Planning & Scheduling
Writing
Conceptual Thinking
Ability to work with confidential and sensitive information, discretion is required
Ability to build credibility and trust by demonstrating high ethical standards required
2-3 years Human Resources experience required
3-5 Years Human Resources experience preferred

Senior Representative Resume Examples & Samples

Conducting safety compliance field audits and communicating findings to area management
Delivering safety training to area operations personnel in accordance with CFR 1910
Observing and mentoring company operations personnel in safe work planning and practices
Leading and managing tailgate safety meetings and area safety meetings
Performing investigations of incidents and drafting corrective actions
Participating in company safety and environmental policy and procedure development
Attending customer safety functions and acting as the company safety representative for a multi-area basis
Assessing company compliance with customer safety requirements and creating remedial plans to address deficiencies
Maintaining records for safety training sessions and presenting to the safety supervisor for consolidation and reporting
Maintaining incident and corrective action logs associated with incidents and discussing with the safety team
Assisting operational staff with the implementation of recommended safety measures
Ability to assume & perform duties and handle multiple tasks under potentially stressful and/or hazardous conditions
Work well with others and also be able to perform work independently
Demonstrate sound judgment
Have knowledge of safety rules and practices and a very good safety record
Have basic computer skills
Have a history of being dependable & reliable
Good organizational skills, good customer relations skills, and a record of very positive work performance
Prefer mechanical or instrumentation background
High School Diploma or GED. Bachelor's degree in a related field preferred
5 years general experience in the oil/gas industry
Excellent time management, communication and organization skills

LD&T Senior Representative Resume Examples & Samples

Provide exceptional customer service and be able to communicate professionally to all parties involved to resolve issues
Respond to calls and e-mails from customers/requestors ensuring execution of shipments in a timely manner
Represent total service needs of customers, by taking steps to alleviate issues and improve service efficiencies
Demonstrate excellent presentation skills to convey message to multiple teams
Produce and analyze performance reports to help drive results
Have great follow-up skills to insure highest level of customer satisfaction
Bachelor Degree required (Logistics or Supply Chain preferred)
Experience with Common Carrier industry and/or PepsiCo company fleet preferred
Intermediate Excel skills
Working knowledge of SAP, JDA Transportation Manager, and other Supply Chain applications preferred
Ability to write SQL queries is a plus

Senior Representative Resume Examples & Samples

Communicate issues and recommend solutions directly to investment managers, clients, and partners
Work efficiently to resolve client/IM issues. Initiate client/IM communication to add value to the relationship where applicable/possible
Monitors overall account status
Assesses impact of certain transactions on total account relationship. Responsible for follow-up on cash management or overdraft issues
Determines appropriate action to take and follow-up with internal and external parties as appropriate
Coordinates daily contact with Investment Managers regarding client account activities
Informs managers of any exceptions and proposed steps for resolutions
Stays abreast of changes in the various securities markets, as well as new or existing NT products or services
Researches and resolves processing inquiries and facilitates or prepares correcting entries including reversals and rejects
Adheres to all policies and procedures and assists in updating as needed in order to help identify, assess, monitor, and control risk
At least 5-7 yrs experience in client servicing within financial services
Strong communication skills – verbal and written
Having a good overall knowledge of the global custody/securities business
Be a ‘self starter’ with positive “attitude” and able to work on own initiative as well as within a collaborative team environment
IT savvy (excel, macro etc) and can pick up system application fast with knowledge on process streamlining will be a plus

Trust Accounting Senior Representative Resume Examples & Samples

Process, balance and pay taxes to federal and state entities
File monthly, quarterly and annual tax returns (including Forms 945 and 941)
Balance the house accounts supporting the Phoenix office for Medicare, local taxes, social security and NRA
Reconcile and document all bank accounts as prescribed by audited procedures
Maintain daily stabilizing of trust/fiduciary cash through the DRS system
Prepare and distribute management and board reports
Analyze and reconcile Positive Pay reports and take action on exception items
Balance tax withholding amounts to various reports provided to the IRS
Handle difficult items as well as assigned tasks that require a need for technical expertise
Write procedures for new or updated processes
Recognize, initiate, and lead improvement activities
Recognize, report, and raise non-standard issues to management
Perform other duties/responsibilities as needed or assigned
Bachelor's degree or equivalent with advanced accounting and tax experience preferred
5+ years of accounting experience preferred
Strong knowledge of retirement trust business and its particular accounting and tax reporting requirements, including experience filing 941/945 and state tax forms
Understanding of individual retirement accounts, registrations and distribution processing
Extensive use of PC and software applications

Senior Representative, Provider Services Resume Examples & Samples

Primarily provides various Provider Services functions
Trains other Provider Services Representatives, as appropriate
5+ years Customer Service/Call Center experience in medical claims

Senior Representative Resume Examples & Samples

Account plan and strategy development, including short term (quarterly business plan) and long term business strategy
Manage the account on demand/supply and roadmap so that to successfully support customer on product transition
Regular demand/supply review with customer and seize opportunities to grow short term/long term business
Customer satisfaction on all aspects from technology, quality and service
Critical issue escalation and on time close-loop communication and execution
Manage QBR meeting with customer and initiatives to improve
Schedule, Manage executives meeting with customer
Deliver quarterly assigned sales target
Ability to manage new initiative together with account team. Teamwork oriented
Mandarin and English Required
Domestic travelling required

Senior Representative Resume Examples & Samples

Responsible for the preparation of pension plan calculations and often the review of these calculations, if they are performed by other personnel
Performs reviews of distribution calculations prepared by outside actuaries
Performs detailed research of payroll records on retirement related questions and data issues. Often reviews such data when other personnel prepare it
Oversees the review of the trust statements in order to reconcile distributions, contributions and fees for the pension plan(s) and savings plan(s)
Provides extensive consulting to HFHS Service Centers on the more difficult/complex questions related to the retirement plan provisions and technical issues
Works directly with outside actuaries on data gathering for vesting and credited service for new affiliations and joint ventures. Prepares specifications regarding how and what data should be collected
Is responsible for the preparation of Form 5500s for many HFHS benefit plans. Assists HFHS Finance Group toward the completion of benefit information on Form 990 and Medicare cost reporting
Provides responses to IRS, PBGC and other governmental inquiries on retirement and benefit related issues with minimal assistance from the Director of Retirement
Assists other HFHS Retirement personnel in the preparation and review of HFHS Deferred Compensation Plan account analysis
Works closely with HFHS Treasury Department, Audit & Compliance and HFHS Accounting on retirement related distributions and account reconciliation’s. Often is called upon to participate as a team member in meetings and projects with these personnel
Responsible for working independently on special projects that require extensive problem solving skills and commitment for their completion
Reviews “Qualified Domestic Relations Orders” (QDROs)
Counsels HFHS retirement plan participants on general questions and assists them in the resolution of data errors. This often includes phone calls and personal meetings. On occasion, performs retirement plan information presentations to employee groups of five (5) to as many as one-hundred (100) people
Is the key Retirement Department contact with HR Information Systems team (“e-HR) for data administration and the ongoing data reporting used by outside actuaries
Is the key contact person for outside yearly CPA audits. This role includes developing a planning schedule and preparing reports for outside auditors. It also includes the review of audited financial statements and preparing responses to audit management letter recommendations
On occasion, performs review of pension files and approves pension files for distribution
Bachelors Degree in Accounting, Finance or related field is required
Masters Degree is highly preferred
CPA Certificate or CEBS/ACA designations, or SHRM certification designation is highly preferred
Four (4) years of experience in Pension/Retirement Plan Administration OR 6-8 years of experience in a related field such as Compensation Plans, Health & Welfare Benefit Plans or a Finance role

Senior Representative Resume Examples & Samples

Bachelor’s Degree in business or engineering with MBA desirable
Minimum 8 - 10 years of professional work experience specially with server/storage system manufacturer , Surveillance, or Solution provider to Data centre/ Telco
Go Getter who are willing to take up the challenge to grow the business significantly and win share of the market
At least handled 10M-15M USD revenue achievement in past years
Good technical understanding and knowledge of Infrastructure e.g Server/storage/networking , Surveillance etc
Strong strategic & lateral thinking plan and development skill
Outstanding presentation and influencing skills
Self starter with creative ability to problem solving

Senior Representative, Business Ops Resume Examples & Samples

Work with segment managers to deep dive on biz performance; deliver presentations/ assessments of these areas
Create and maintain various tools and models in order to report and facilitate decision making on biz performance
Provide executive decks for updates on projects/ adhocs
Partner with regional counterpart in all aspects of pricing/costing and profitability
Create automated processes for delivery of any regular reporting work
Provide Adhoc analysis and any data pulls required to support the segment
Own customer interface (communication, delivery, quality, value proposition, escalations); Takes ownership for quality of work deliverables and process adherence with guidance
Learns and applies basic knowledge in given functional area
Resolve ad hoc analysis requests

Senior Representative, E-commerce Resume Examples & Samples

Execute strategy, plans, and processes to ensure an optimal customer experience for websites. Manage and execute programs for Universal Orlando eCommerce team across assigned business channels
Assist eCommerce Manager with creation of timelines and tracking progress of website initiatives, making sure they are on time and on budget
Update ticketing systems for assigned business channels
Monitor and test website in order to ensure content accuracy and brand compliance
Create and perform UAT standards for monthly website verification, website releases and system upgrades
Monitor daily website publishing requests
Grow marketing database with qualified prospects leveraging eCommerce, lead generation and social programs
Assist eCommerce Manager to develop and maintain Universal Orlando Resort web-based interactive training modules for assigned business channels
Conduct competitive benchmarking, analysis, and monitoring
Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint and Outlook. Advanced Excel experience is a plus
Ability to make website and business improvement recommendations based on analytics and customer feedback
Proficient with online direct marketing techniques e.g. delivering relevant content / offers based on business rules and/or guest value
Able to articulate best practices and innovative ideas for serving consumers with relevant dynamic content based on segmentation opportunities
Practical knowledge of Content Management System (CMS) publishing as well as website analytics tools is preferred
Outstanding communication skills, both written and verbal with the ability to explain technical concepts to marketers and other stakeholders
Excellent organizational, multi-tasking and time-management skills
Project management or business analysis experience is preferred
Basic knowledge of HTML, Photoshop and Google Analytics is a strong plus

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