Aaron Milliner Email & Phone Number

Morris Plains, Nj, U.S.A.

Provide customers with professional advice on banking and investment services. Mortgage loan originator, NMLS ID 1325411. Control vault access. Handle teller transactions. Ran the branch in the absence of the manager.Accomplishments:Consistently maintained 5 star customer index of quality rating.As Audit Captain, led team to 95% audit score within first five months of employment.Led Sussex / Morris region in revenue production in May 2016 with over 106,000 credits.Promoted to Wealth Management Senior Client Solution Specialist.

Boston, Ma, U.S.A.

Utilized bond documents to interpret the amount and timing of cash and asset movements for multi-billion dollar trust account portfolio. Calculated and executed debt retirements, redemptions, tenders and valuations. Drew down on letters of credit. Responsible for calculating, preparing and paying requisitions and debt service. Audited bond issuances. Processed TruPS. Invested in SLGS, GICs, GACs, U.S. Treasuries, commercial paper and various mutual funds. Managed escrow and bank bond accounts. Provided instruction and guidance for account specialists. Extensive knowledge of SPANS, SEI, ACS, Bondmaster, TRACS, Livewire, FTP Pro, TFT and VIPR programs. Accomplishments:Served two years as Secretary for the New England Development Network.Promoted from Account Specialist to Trust Finance Management Analyst.Promoted from Trust Finance Management Analyst to Trust Officer.Two-time Bronze Shield Award recipient.VP of Public Relations for the USBeantown Toastmasters.

Boston, Ma, U.S.A.

Responsible for daily supervision of branch tellers. Primary resource for tellers in resolving problems, maintaining quality level of customer service and increasing sales of credit union products and services to members. Trained new personnel on teller system and procedures. Performed all teller duties as needed.Accomplishments:Recorded approximately $500,000 in credit card balance transfers within a year.Promoted from Teller to Head Teller.

Cambridge, Ma, U.S.A.

Processed cash and check withdrawals, deposits and loan payments. Converted international currencies. Fielded account inquiries. Cross-sold additional accounts. Assisted customers at the service desk. Balanced cash drawer regularly.Accomplishments:Awarded Top Performer of the Cambridge District on two occasions

Boston, Ma, U.S.A.

Executed 1035 exchanges and IRA rollovers. Primary contact for PaineWebber and Salomon Smith Barney agents. Ensured quality of annuity applications.Accomplishments:Selected for Quality Control Group membership.Received Fab Four Award.Promoted from New Business Department to Quality Assurance Department.Multiple Highest Accuracy Awards.Going Above and Beyond Recognition.

Management With A Concentration In Leadership, 4.0 Gpa

Economics

Economics

Activities and Societies: S.O.C.A. (Students of Caribbean Ancestry), Gospel Choir, Intramural Soccer, JV Basketball, Club Rugby.

High School, College Preparatory, 3.53 Gpa

Activities and Societies: Schola Cantorum, President of S.T.O.P. (Students and Teachers Opposing Prejudice), Green Wave Stock Exchange.