Paula Meriwether

paulameriwether1@gmail.com http://www.linkedin.com/in/paulameriwether

CLIENT SERVICES REPRESENTATIVE FINANCIAL SERVICES / BANKING

Versatile, high-energy finance services professional with demonstrated expertise in managing high profile multimillion dollar client portfolios. Possesses excellent communication, analytical and portfolio management skills. Delivers strong and sustainable effectiveness with equal expertise in capturing efficiency through process redesign and performance management. Consistently applies critical thinking skills to develop new systems and enhance existing operations and skilled in adapting to new business climate changes. Proficient in multiple areas of technology, including Lotus Notes and Microsoft Office: Word, Excel and PowerPoint. Relevant skills include: High-Profile Client Portfolio Management | Custodian Account Movement | Cash & Non-Cash Securities Global Security Movement Systems | Foreign Exchanges & Money Transfers | Billing Issue Resolution

PROFESSIONAL EXPERIENCE
THE BANK OF NEW YORK, New York, NY Client Service Representative 1998 - 2010

Progressive record of accomplishments based on strong performance in process optimization and productivity improvement. Leveraged broad competencies in operations management and relationship-building, responsible for settling client portfolio transactions, wiring/receiving funds in accordance with daily market fluctuations and balancing accounts ensuring accurate transfer of funds. Tracked transactions and generated financial reports for presentation to management and effectively communicated with clients to resolve any issues. Developed procedures for opening and closing accounts, significantly improving operational efficiency 90 %. Innate ability to problem solve and troubleshoot quickly and accurately while resolving a wide range of issues. Established and developed the clients procedure for processing Reverse Repos within industry market and banks policies, successfully addressing clients request for assistance processing for this type of transaction. 1990 - 1998

CHASE MANHATTAN BANK, New York, NY Account Administrator, 1990-1998

Provided high-level evaluation for specific market conditions, settled clients portfolio transactions, analyzed corporate actions on securities, compiled investment notes and distributed to Money Market instrument. Placed orders for securities on the open market and subscription market. Closed out monthly general ledger income account, opened and closed accounts and trained new personal. Trained team members with all updates to new internal system during a transition of processing systems. Demonstrated excellent problem-solving and troubleshooting skills. Example: Handled difficult client request that wanted to change a response after companys cutoff but before agents cutoff. Held conference call with operations agent and quickly accommodated the client making the change to the response.

PREVIOUS EXPERIENCE
CHASE MANHATTAN BANK, New York, NY General Clerk to 2nd Vice President Data Entry Operator

EDUCATION
BBA, Management, Pace University, New York, NY AAS, Aiken Technical College, Aiken, SC