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20301 Grazing Way, Gaithersburg, MD 20886 | (240) 277-8950 | gbff1948@westpo

st.net
GRACE BENJAMIN
Banking Professional with 10+ years of experience, having held Personal Banker,
Senior Teller and Portfolio Management
Assistant positions at Bank of America. Documented track record of advancement
and roles of increasing responsibility.
QUALIFICATION
HIGHLIGHTS
* Possesses ability to assume various roles within a retail banking financial ce
nter, from a
customer facing role to a back office position.
* Skilled in the preparation of investment action plans, client investment recom
mendation
letters, performance presentations, quarterly portfolio review presentations and
various
business letters and correspondence.
* Excellent computer skills (possesses word processing certificate); possesses B
.A. degree and
am fluent in written and spoken French & English.
PROFESSIONAL
EXPERIENCE
US TRUST, BANK OF AMERICA, Chevy Chase, MD
Portfolio Management Assistant, 2006 a" 2009
* Responsible for assisting Portfolio Managers at the downtown Chevy Chase Locat
ion, a
highly valuable financial center with a large number of high net worth individua
l and business
clients.
* Assisted in assembling investment action plans, new account reviews, and other
proactive
account reviews.
* Crafted client investment recommendation letters, performance presentations (b
ooklets and
electronic media) and presentations for quarterly portfolio review meetings.
* Produced a variety of business documents, including client correspondence and
letters.
* Coordinated sales activities, including calendar management, scheduling client
meetings, and
directly addressing client phone calls and email correspondence for Portfolio Ma
nagers as
required.
BANK OF AMERICA, Rockville, MD
Senior Teller, 2004 a" 2006
* Transitioned to Senior Teller position due to my ability to manage all transac
tional operations
of the branch and supervision of teller line staff.
* Oversaw, trained and managed new tellers at the high traffic retail banking fa
cility, including
continual re-training of existing teller staff to ensure Bank of Americaas stand
ard of customer
service excellence.
* Assumed role as Vault Custodian, a position that commands a great deal of resp
onsibility.
* Processed deposits, withdrawals and loan payments.
Customer Service Specialist, 2002 a" 2004
* Assisted Customer Service Manager in overseeing all activities affecting custo
mer service and
profitability performance of the financial center.
Personal Banker, 1998 a" 2002 (Peachtree City, Georgia)
* Sold financial products and services to personal and business clients, exceedi
ng new personal
accounts, investment revenue and business credit goals.
* Responsible for the setup and maintenance of deposit/loan accounts.
Prior to Banking Career, held Administrative Assistant Positions at the Centers
for Disease Control
and Prevention and the American Red Cross. Also held Executive Secretary Positi
on at the
prestigious, 4 Star Hotel Sofitel Mammy Yoko in downtown Freetown, Sierra Leone.
EDUCATION
GEORGIA STATE UNIVERSITY, Atlanta, GA
Diploma in French/English Translation
CENTRE UNIVERSITAIRE DaETUDES FRANCAISES, Abidjan, Cote-DaIvoire
Diploma in French Language and Civilization
UNIVERSITY OF SIERRA LEONE, Freetown, Sierra Leone
Bachelor of Arts in Sociology & French (double major)
ADDITIONAL SKILLS
* Certificate in Word Processing and Computer Applications from Software Trainin
g Services
Institute; Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)

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