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[Address Not Published Online] [St. Louis Park, MN 55416] [jennifer DOT derner AT yahoo DOT com]
[ph: Phone Not Published Online] [cell: Cell Not Published Online]
Jennifer Derner
| Objective |
- To bring my experience as a customer service oriented individual to a new environment where I will successfully interact with others in a diverse setting and provide support accurately and efficiently
| | | | Skills |
- Highly proficient with Microsoft Office applications including Word, Outlook, and Excel
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Excellent verbal and written communication skills demonstrated on a daily basis through use of telephone, fax, and email correspondence
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Extremely flexible and open to new ideas and changes in a fast-paced work environment
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Superior attention to detail ensures tasks are completed correctly in a timely manner
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Extensive experience with Pershing's Net Ex 360 brokerage back office operating system
| | | | Experience | Questar Capital | Minneapolis, MN 55416 | April 2011 until October 2011 | | | Senior Securities Service Representative | | | - Served as primary link for the broker-dealer by fielding incoming phone calls from affiliated financial advisors and their clients
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Initiated outbound phone calls to advisors and their clients for any required follow-up and issue resolution
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Directed phone calls to appropriate individuals or departments as necessary
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Documented all phone calls into Salesforce, the CRM system utilized by our broker-dealer to enhance the accuracy and detail of all calls received by our team
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Worked cooperatively with all departments across the broker-dealer to answer all inquiries promptly
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Monitored our Customer Service team's fax/email inbox and distributed requests amongst team members to ensure completion of inquiries
| | | | | Questar Capital | Minneapolis, MN 55416 | March 2007 until April 2011 | | | Trade Desk/Account Services Representative | | | - Reviewed incoming paperwork from sales representatives bringing new business to the broker-dealer and promptly notified representatives of any missing requirements
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Served as primary contact for brokerage account transfer inquiries, handling all issues in a timely manner and providing prompt follow up to our sales representatives
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Established and maintained both computerized and hard-copy client files and records effectively by way of the firm's Bonus software system
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Utilized Internet Explorer web browser for researching complex advisor/client inquiries
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| | | | | TCF Investments | Minneapolis, MN | May 2006 until March 2007 | | | Investment Operations Specialist | | | - Worked cooperatively with many departments within TCF Investments to ensure that sales reports were completed accurately and problems within departments were handled effectively
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Retrieved and distributed incoming faxes to the proper individual, department or management team
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Communicated with external TCF sales representatives via phone, fax, and email to ensure proper procedures were followed when submitting new business
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Extensively used Microsoft Word and Excel, as well as several in-house computer systems, for tracking accounts and client files
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| | | | | TCF Bank | Coon Rapids, MN | November 2005 until May 2006 | | | Personal Banker | | | - Provided excellent customer service in a retail bank environment by assisting management with opening, closing, and maintaining various bank products
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Processed routine teller transactions, such as checking deposits and withdrawals, quickly and accurately
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Resolved customer disputes in a timely and efficient manner
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Ensured that customers' needs were met with the bank product(s) most suitable for their current situations
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Contacted current and prospective customers via telephone and mailings regarding new products and services
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Regularly attended training to provide enhanced customer service by honing my sales techniques and broadening my knowledge of our bank products and services
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| | | | Education | St Cloud State University | St Cloud, MN | June, 2005 | | | Bachelor's of Science, Finance | | | | | | References Available Upon Request
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