際際滷

際際滷Share a Scribd company logo
Eileen L. Wagner
10523 Hickory Tree Road, Fort Wayne, IN 46845
Eileenwagner6565@msn.com
Ph: 260-433-3930
Professional Summary
Seasoned Registered Client Associate with more than 25 years of experience in fast-paced financial environment. Excellent
communication and customer service skills. Motivated leader with strong organizational and prioritization abilities.
Skills
The ability to multitask, excellent customer service skills, the ability to work independently in an office environment, proficiency with
basic computer programs such as the Microsoft Office suite, good written and verbal communication skills, and a solid underst anding
of investment and banking concepts.
Experience
Merrill Lynch Feb 2008-Jan 2016
Registered Client Associate Fort Wayne, IN
Collect appropriate documentation to set up new accounts.
Educate clients on account services and capabilities.
Responsible for interacting with customers and associates in person, on the phone and via email.
Leverage various communication channels to keep in touch with clients.
Provide sales support to financial advisors.
Place trades for clients and financial advisors.
Process account service requests and ensure appropriate documentation.
Provide support for existing customer accounts and portfolios.
Generate reports and data for accounts and portfolios.
Promoted to Branch Coach in October 2014, which included training new Client Associates (CAs), attending division
meetings and training the branch CAs when there were new policies and procedures.
Being the liaison between CAs and management.
Promoted to back-up Cashier, duties included taking deposits and reviewing incoming and outgoing correspondence.
Ensuring compliance rules were followed.
Lincoln Financial Group Aug 1999-Nov 2007
Senior Customer Services Representative Fort Wayne, IN
Answered call center inquiries in regards to products,services and administration of multiple annuity products and markets to
customers and distribution channel partners.
Researched, analyzed and resolved problems on multiple products and markets.
Understand,comply with and communicate applicable regulatory guidelines to customers on multiple markets.
Mentor and train new employees on systems and workflows.
Assist current employees with any system, workflow, procedure or regulatory questions.
Serve as liaison between business units and customers regarding sensitive service issues in a way that retains confidence of
customers, limits risk and enhances retention of business.
Negotiates and manages multiple priorities with regards to complex transactions and adjustments .
System testerfor quarterly enhancements to systems.
On team to test new visual information systemand to develop the processes and procedures to use the system.
Bank One Jun 1991-Jul 1999
Relationship Manager Nov 1998-Jul 1999 Fort Wayne, IN
Attained FINRA Series 6 and Series 63 and Life Insurance License to sell mutual funds and annuities in addition to bank
products.
Diversity Coach 1995-1996
Chosen as one of a team to teach small diversity seminars to all levels of employees in Fort Wayne.
Assistant Branch Manager (NBD Bank) May 1994-Nov 1998
Approved loans, processed small business loans,oversawtellers, reviewed tellers, hired tellers, made calls on business
clients, in addition to all customer service duties. Was on various committees across branches to provide training and
mentoring in sales due to my sales performance.
Customer Service Representative (NBD Bank) May 1993-May 1994
Open and close checking and savings account,process personaland home equity loans, assist clients with all questions and
complaints, audit the tellers and the vault, schedule tellers.
Transition Teller Trainer (NBD Bank) Dec 1992-May 1993
During the transition from Summit Bank to NBD Bank, I was chosen to leave the branch and learn the NBD systems. I then
was part of the team that trained the tellers in Indianapolis and Fort Wayne on the new teller systems.
Teller (Summit Bank) Jun 1991-Dec 1992
Rax of Indiana Oct 1989-May 1991
Assistant Manager Fort Wayne, IN
Assistant Restaurant Manager
CharkysRestaurant Jun 1983-Oct 1989
Assistant Manager Fort Wayne, IN
Waitress 1983-1987
Assistant Manager1987-1989
Education
Indiana University-Purdue University Fort Wayne Jan 1984-May 1986
Licenses
FINRA Series 7
FINRA Series 6
FINRA Series 63
FINRA Series 66

More Related Content

What's hot (19)

Resume- Shawna
Resume-  ShawnaResume-  Shawna
Resume- Shawna
Shawna Wagner
Alfredo_Resume2
Alfredo_Resume2Alfredo_Resume2
Alfredo_Resume2
Alfredo Acosta
Patricia Frost Resume
Patricia Frost ResumePatricia Frost Resume
Patricia Frost Resume
Patricia Frost
KMH Resume Real Estate
KMH Resume Real EstateKMH Resume Real Estate
KMH Resume Real Estate
Kelly Hayne
Bank teller CV template
Bank teller CV templateBank teller CV template
Bank teller CV template
Mina Gergis
Resume
ResumeResume
Resume
kimhar725
EDWARD LETTAU Resume 12-26-16
EDWARD LETTAU Resume 12-26-16EDWARD LETTAU Resume 12-26-16
EDWARD LETTAU Resume 12-26-16
Edward Lettau
Hilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTION
Hilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTIONHilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTION
Hilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTION
Hilary Conway
kristendowtinresume2015
kristendowtinresume2015kristendowtinresume2015
kristendowtinresume2015
Kristen Dowtin
M.Hedgepeth Resume 2016 1
M.Hedgepeth Resume 2016 1M.Hedgepeth Resume 2016 1
M.Hedgepeth Resume 2016 1
maurice hedgepeth
Resume Career Planning 2015
Resume Career Planning 2015Resume Career Planning 2015
Resume Career Planning 2015
Tikela Canady
hollyres
hollyreshollyres
hollyres
Holly Anderson
Domingo d malagueno jr 2
Domingo d malagueno jr 2Domingo d malagueno jr 2
Domingo d malagueno jr 2
jrmalagueno
Alexis Johnson Resume 1
Alexis Johnson Resume 1Alexis Johnson Resume 1
Alexis Johnson Resume 1
Alexis Johnson
Resume July 2015.doc - 1
Resume July 2015.doc - 1Resume July 2015.doc - 1
Resume July 2015.doc - 1
Candice Reitter
resume Adminstrative Assistant
resume Adminstrative Assistantresume Adminstrative Assistant
resume Adminstrative Assistant
Ericka Green
My Resume 3-5-2014 (1)
My Resume 3-5-2014 (1)My Resume 3-5-2014 (1)
My Resume 3-5-2014 (1)
deirdre fields
Resume 2015
Resume 2015Resume 2015
Resume 2015
Ron Sanders
2017 Resume
2017 Resume2017 Resume
2017 Resume
Christi Sherman
Patricia Frost Resume
Patricia Frost ResumePatricia Frost Resume
Patricia Frost Resume
Patricia Frost
KMH Resume Real Estate
KMH Resume Real EstateKMH Resume Real Estate
KMH Resume Real Estate
Kelly Hayne
Bank teller CV template
Bank teller CV templateBank teller CV template
Bank teller CV template
Mina Gergis
EDWARD LETTAU Resume 12-26-16
EDWARD LETTAU Resume 12-26-16EDWARD LETTAU Resume 12-26-16
EDWARD LETTAU Resume 12-26-16
Edward Lettau
Hilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTION
Hilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTIONHilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTION
Hilary Conway CV MAY 2016 FINAL VERSION FOR DISTRIBUTION
Hilary Conway
kristendowtinresume2015
kristendowtinresume2015kristendowtinresume2015
kristendowtinresume2015
Kristen Dowtin
M.Hedgepeth Resume 2016 1
M.Hedgepeth Resume 2016 1M.Hedgepeth Resume 2016 1
M.Hedgepeth Resume 2016 1
maurice hedgepeth
Resume Career Planning 2015
Resume Career Planning 2015Resume Career Planning 2015
Resume Career Planning 2015
Tikela Canady
Domingo d malagueno jr 2
Domingo d malagueno jr 2Domingo d malagueno jr 2
Domingo d malagueno jr 2
jrmalagueno
Alexis Johnson Resume 1
Alexis Johnson Resume 1Alexis Johnson Resume 1
Alexis Johnson Resume 1
Alexis Johnson
Resume July 2015.doc - 1
Resume July 2015.doc - 1Resume July 2015.doc - 1
Resume July 2015.doc - 1
Candice Reitter
resume Adminstrative Assistant
resume Adminstrative Assistantresume Adminstrative Assistant
resume Adminstrative Assistant
Ericka Green
My Resume 3-5-2014 (1)
My Resume 3-5-2014 (1)My Resume 3-5-2014 (1)
My Resume 3-5-2014 (1)
deirdre fields

Viewers also liked (15)

Plan de grupoPlan de grupo
Plan de grupo
Erikitasantos7
Nicot+scanlon es&t 12_si
Nicot+scanlon es&t 12_siNicot+scanlon es&t 12_si
Nicot+scanlon es&t 12_si
nurul fadhilla yuzia putri
Quest探es comentadas de craseQuest探es comentadas de crase
Quest探es comentadas de crase
Michell Szczpanik
1.  restauraci坦n1.  restauraci坦n
1. restauraci坦n
Alicia Santiago Tamame ( Departament d'Ensenyament de la Generalitat de Catalunya)
K12 Examview Cloud webinar
K12 Examview Cloud webinarK12 Examview Cloud webinar
K12 Examview Cloud webinar
William McIntosh
Marvel heroes mmorpg wiki
Marvel heroes mmorpg wikiMarvel heroes mmorpg wiki
Marvel heroes mmorpg wiki
tradicedar1972
Mohamed_Elnaggar-C
Mohamed_Elnaggar-CMohamed_Elnaggar-C
Mohamed_Elnaggar-C
Mohamed Elnaggar
Proyecto informaticaProyecto informatica
Proyecto informatica
GISELABENAVIDES
AppreciationCard
AppreciationCardAppreciationCard
AppreciationCard
Raj Kumar.G
QSint_Risk Brochure_2016
QSint_Risk Brochure_2016QSint_Risk Brochure_2016
QSint_Risk Brochure_2016
Neil Harrington 悋惘愃惠
Business Water Risk and Engaging the Investor Community
Business Water Risk and Engaging the Investor CommunityBusiness Water Risk and Engaging the Investor Community
Business Water Risk and Engaging the Investor Community
Graham Sustainability Institute at the University of Michigan
88.careers in microbiology
88.careers in microbiology88.careers in microbiology
88.careers in microbiology
entranzz123
Predictive Models to Improve Costal and Human Health
Predictive Models to Improve Costal and Human HealthPredictive Models to Improve Costal and Human Health
Predictive Models to Improve Costal and Human Health
Graham Sustainability Institute at the University of Michigan
Controlling the Toxicity of Harmful Algal Blooms
Controlling the Toxicity of Harmful Algal BloomsControlling the Toxicity of Harmful Algal Blooms
Controlling the Toxicity of Harmful Algal Blooms
Graham Sustainability Institute at the University of Michigan
Social Media and HS Athletics
Social Media and HS AthleticsSocial Media and HS Athletics
Social Media and HS Athletics
John Spinda

Similar to Eileen Resume (20)

Robinette Lance Resume PS
Robinette Lance Resume PSRobinette Lance Resume PS
Robinette Lance Resume PS
Robinette Lance
Kathleen McKee Resume 3
Kathleen McKee Resume 3Kathleen McKee Resume 3
Kathleen McKee Resume 3
Kathleen McKee
Melinda Resume 3
Melinda Resume 3Melinda Resume 3
Melinda Resume 3
Melinda Mcmanus
Doreen Talley Resume 2016
Doreen Talley Resume 2016Doreen Talley Resume 2016
Doreen Talley Resume 2016
Doreen Talley
Norma_Long-_Resume
Norma_Long-_ResumeNorma_Long-_Resume
Norma_Long-_Resume
Norma Long
RESUME - Ted Grosse 12.06.15
RESUME - Ted Grosse 12.06.15RESUME - Ted Grosse 12.06.15
RESUME - Ted Grosse 12.06.15
Teddy Grosse
Jorge-Kathryn 2015
Jorge-Kathryn 2015Jorge-Kathryn 2015
Jorge-Kathryn 2015
Kathy Jorge
Andrew Sales - CV july 2016
Andrew Sales - CV july 2016Andrew Sales - CV july 2016
Andrew Sales - CV july 2016
Andrew Sales
Jamie Anderson 2016
Jamie Anderson 2016Jamie Anderson 2016
Jamie Anderson 2016
Jamie Anderson
2016WendyByrneResume
2016WendyByrneResume2016WendyByrneResume
2016WendyByrneResume
Wendy Byrne
Esmeralda Garcia Resume edited 4 27 15
Esmeralda Garcia Resume edited 4 27 15Esmeralda Garcia Resume edited 4 27 15
Esmeralda Garcia Resume edited 4 27 15
Ananias Soto
Tahmina Waheed Resume 92216 (7)
Tahmina Waheed Resume 92216 (7)Tahmina Waheed Resume 92216 (7)
Tahmina Waheed Resume 92216 (7)
Tahmina Waheed
Maria's Resume 2:15:16
Maria's Resume 2:15:16Maria's Resume 2:15:16
Maria's Resume 2:15:16
Maria Fernanda Isenhower
Ed's Resume`002
Ed's Resume`002Ed's Resume`002
Ed's Resume`002
Edward Litman
NancyVBurns_Resume
NancyVBurns_ResumeNancyVBurns_Resume
NancyVBurns_Resume
Nancy Burns
Denise R. Wooldridge resume
Denise R. Wooldridge resumeDenise R. Wooldridge resume
Denise R. Wooldridge resume
Denise Wooldridge
My Resume (ursula) New
My Resume (ursula) NewMy Resume (ursula) New
My Resume (ursula) New
Ursula Flippin
resume2
resume2resume2
resume2
Denise Garcia
Kristina Resume - PM Leasing Consultant 2017
Kristina Resume - PM Leasing Consultant 2017Kristina Resume - PM Leasing Consultant 2017
Kristina Resume - PM Leasing Consultant 2017
Kristina Sosa
TzeiraFortune- Resume
TzeiraFortune- ResumeTzeiraFortune- Resume
TzeiraFortune- Resume
Tzeira Fortune
Robinette Lance Resume PS
Robinette Lance Resume PSRobinette Lance Resume PS
Robinette Lance Resume PS
Robinette Lance
Kathleen McKee Resume 3
Kathleen McKee Resume 3Kathleen McKee Resume 3
Kathleen McKee Resume 3
Kathleen McKee
Doreen Talley Resume 2016
Doreen Talley Resume 2016Doreen Talley Resume 2016
Doreen Talley Resume 2016
Doreen Talley
Norma_Long-_Resume
Norma_Long-_ResumeNorma_Long-_Resume
Norma_Long-_Resume
Norma Long
RESUME - Ted Grosse 12.06.15
RESUME - Ted Grosse 12.06.15RESUME - Ted Grosse 12.06.15
RESUME - Ted Grosse 12.06.15
Teddy Grosse
Jorge-Kathryn 2015
Jorge-Kathryn 2015Jorge-Kathryn 2015
Jorge-Kathryn 2015
Kathy Jorge
Andrew Sales - CV july 2016
Andrew Sales - CV july 2016Andrew Sales - CV july 2016
Andrew Sales - CV july 2016
Andrew Sales
Jamie Anderson 2016
Jamie Anderson 2016Jamie Anderson 2016
Jamie Anderson 2016
Jamie Anderson
2016WendyByrneResume
2016WendyByrneResume2016WendyByrneResume
2016WendyByrneResume
Wendy Byrne
Esmeralda Garcia Resume edited 4 27 15
Esmeralda Garcia Resume edited 4 27 15Esmeralda Garcia Resume edited 4 27 15
Esmeralda Garcia Resume edited 4 27 15
Ananias Soto
Tahmina Waheed Resume 92216 (7)
Tahmina Waheed Resume 92216 (7)Tahmina Waheed Resume 92216 (7)
Tahmina Waheed Resume 92216 (7)
Tahmina Waheed
NancyVBurns_Resume
NancyVBurns_ResumeNancyVBurns_Resume
NancyVBurns_Resume
Nancy Burns
Denise R. Wooldridge resume
Denise R. Wooldridge resumeDenise R. Wooldridge resume
Denise R. Wooldridge resume
Denise Wooldridge
My Resume (ursula) New
My Resume (ursula) NewMy Resume (ursula) New
My Resume (ursula) New
Ursula Flippin
Kristina Resume - PM Leasing Consultant 2017
Kristina Resume - PM Leasing Consultant 2017Kristina Resume - PM Leasing Consultant 2017
Kristina Resume - PM Leasing Consultant 2017
Kristina Sosa
TzeiraFortune- Resume
TzeiraFortune- ResumeTzeiraFortune- Resume
TzeiraFortune- Resume
Tzeira Fortune

Eileen Resume

  • 1. Eileen L. Wagner 10523 Hickory Tree Road, Fort Wayne, IN 46845 Eileenwagner6565@msn.com Ph: 260-433-3930 Professional Summary Seasoned Registered Client Associate with more than 25 years of experience in fast-paced financial environment. Excellent communication and customer service skills. Motivated leader with strong organizational and prioritization abilities. Skills The ability to multitask, excellent customer service skills, the ability to work independently in an office environment, proficiency with basic computer programs such as the Microsoft Office suite, good written and verbal communication skills, and a solid underst anding of investment and banking concepts. Experience Merrill Lynch Feb 2008-Jan 2016 Registered Client Associate Fort Wayne, IN Collect appropriate documentation to set up new accounts. Educate clients on account services and capabilities. Responsible for interacting with customers and associates in person, on the phone and via email. Leverage various communication channels to keep in touch with clients. Provide sales support to financial advisors. Place trades for clients and financial advisors. Process account service requests and ensure appropriate documentation. Provide support for existing customer accounts and portfolios. Generate reports and data for accounts and portfolios. Promoted to Branch Coach in October 2014, which included training new Client Associates (CAs), attending division meetings and training the branch CAs when there were new policies and procedures. Being the liaison between CAs and management. Promoted to back-up Cashier, duties included taking deposits and reviewing incoming and outgoing correspondence. Ensuring compliance rules were followed. Lincoln Financial Group Aug 1999-Nov 2007 Senior Customer Services Representative Fort Wayne, IN Answered call center inquiries in regards to products,services and administration of multiple annuity products and markets to customers and distribution channel partners. Researched, analyzed and resolved problems on multiple products and markets. Understand,comply with and communicate applicable regulatory guidelines to customers on multiple markets. Mentor and train new employees on systems and workflows. Assist current employees with any system, workflow, procedure or regulatory questions. Serve as liaison between business units and customers regarding sensitive service issues in a way that retains confidence of customers, limits risk and enhances retention of business. Negotiates and manages multiple priorities with regards to complex transactions and adjustments . System testerfor quarterly enhancements to systems. On team to test new visual information systemand to develop the processes and procedures to use the system. Bank One Jun 1991-Jul 1999 Relationship Manager Nov 1998-Jul 1999 Fort Wayne, IN Attained FINRA Series 6 and Series 63 and Life Insurance License to sell mutual funds and annuities in addition to bank products. Diversity Coach 1995-1996 Chosen as one of a team to teach small diversity seminars to all levels of employees in Fort Wayne. Assistant Branch Manager (NBD Bank) May 1994-Nov 1998 Approved loans, processed small business loans,oversawtellers, reviewed tellers, hired tellers, made calls on business clients, in addition to all customer service duties. Was on various committees across branches to provide training and mentoring in sales due to my sales performance. Customer Service Representative (NBD Bank) May 1993-May 1994 Open and close checking and savings account,process personaland home equity loans, assist clients with all questions and complaints, audit the tellers and the vault, schedule tellers. Transition Teller Trainer (NBD Bank) Dec 1992-May 1993 During the transition from Summit Bank to NBD Bank, I was chosen to leave the branch and learn the NBD systems. I then was part of the team that trained the tellers in Indianapolis and Fort Wayne on the new teller systems. Teller (Summit Bank) Jun 1991-Dec 1992
  • 2. Rax of Indiana Oct 1989-May 1991 Assistant Manager Fort Wayne, IN Assistant Restaurant Manager CharkysRestaurant Jun 1983-Oct 1989 Assistant Manager Fort Wayne, IN Waitress 1983-1987 Assistant Manager1987-1989 Education Indiana University-Purdue University Fort Wayne Jan 1984-May 1986 Licenses FINRA Series 7 FINRA Series 6 FINRA Series 63 FINRA Series 66