Calvin Phillips Email & Phone Number

New Jersey, Nj

SALES: • Generate new business by optimizing sales opportunities to existing and walk-in customers. • Counsel clients in the selection of financial products and services that match their specific financial needs. • Turn complex service sessions into profitable sales oriented opportunities for new business. SERVICE :• Provide a quality customer service interaction to ensure accounts retention and deepening of client relationships. • Proactively identify and manage risk in every business, product, and service transaction. BRAND AWARENESS :• Understand and live the values that support the bank's culture.

New York,Ny

CUSTOMER SERVICE : :• Deliver outstanding customer service by executing financial transactions in accordance with company policies and procedures.(Wire transfers,Check Reconciliations,Utility Processing) • Demonstrate a positive can-do attitude and develop a customer first culture• Drive efforts in retail branch to identify and implement service behaviors that improve the overall customer experience.• Resolve account service issues and respond to customer inquires promptly and effectivelySALES :• Participate in daily sales activities and sales promotions to peak customer interest and awareness in order to increase sales• Proactively educate customers on utilizing available access channels – Retail, Corporate, In Person and Direct Deposit.RISK MANAGEMENT :• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and company assets..TEAMWORK :• Support sales/service activities within the Branch by participating in seminars, micro-marketing events, promotional campaigns, product initiatives, etc..

New York,Ny

ADMINISTRATION :• Managed graduate Emerging Leaders certificate programs for executive officers of Greater New York premier non-profit institutions.• Administered, tracked and evaluated program curriculum to ensure on specific client needs and requests. were adhered to.• Facilitated administration of director’s briefing and college open houses. Created promotional literature highlighting the unique benefits to be accrued with the institution training expertise/model.• Assists faculty members and course coordinators in sourcing the appropriate textbooks,publications and up-to-date computers and ancillary hardware• Managed and conducted Blackboard instructional programs for the University's Continuing Education clients. • Primary coordinator for programs scheduled at offsite locations.

New York,Ny

SERVICE OPERATIONS :• Reconcile the agency’s 24 hr. operations, balance-sheet position & utilities transfers at shift closure. • Supervise/audit daily financial transactions and wire transfers, (Western Union,Utility Payments• Maintain an acceptable difference and findings record utilizing problem identification & resolution.COMPLIANCE :• Ensure that federal guidelines relating to the Bank Secrecy Act on money laundering and compliance were practiced and adhered to. CUSTOMER SERVICE :• Administer customer focused policies designed to increase customer base & mitigate customer issues

New York,Ny

SUPERVISION :• Managed the operations of the 2004 internship program comprising fifteen (15) interns.• Input & track data to facilitate online training & assessment based on the intern’s particular scope of learning./training.ON-BOARDING PROCESS :• Manually assessed / match resume attributes with open positions to facilitate the appropriate hiring decision.• Participated in college recruiting events to represent the company and identify potential candidate.RESEARCH :• Conducted job analyses on staff designations to facilitate adherence to FLSA regulations.• Research and collect data for various HR initiatives • Update various databases including the grievance log, applicant flow, HRIS, etc. • Network with external resources

New York,Ny

TELLER ROLE :• Process customers’ bank transactions in a timely, accurate & efficient manner, paying foremost attention to quality customer service.• Maintain an above average standard of accuracy and detail while functioning in the a teller role.• Function as ATM and treasury custodian ensuring efficient operation of the electronic banking outlet. SERVICE :• Resolve any customer complaint/problems and provide financial solutions to facilitate a unique customer experience.• Maintain a detailed inventory for the Bank's incentive and rewards program.• Solicit and market the bank's products and services -up-selling and cross selling depending on the customer's financial needs.

Port-Of-Spain, Trinidad,W.I

ADMINISTRATION :• Formulated the operational procedures, reporting,personnel structure of the Bank’s Collections Unit. • Provided detailed analysis & account resolution of delinquent accounts for the bank network.• Identified and corrected deficiencies in the application of legal remedies and methods to ensure fairness in client interaction as well as minimize risk to the bank and its assets.• Evaluated and perfected securities in addition to documentary credit portfolios.TRAINING :• Conducted training modules and performance evaluations for the bank’s arrears officers.• Supervised and coordinated weekly team strategy meetings for the bank's geographically dispersed officers.• Created innovative support methods to reduce arrears portfolios- reduced reliance on outside consultants.LEGAL :• Liaised with bank,s attorneys in the application of security realization and renegotiationCOMMUNITY OUTREACH :• Instrumental in enhancing Bank’s brand thru Community involvement and outreach programs Positions held during tenure at First Citizens Bank :-•Foreign Exchange Clerk/Teller/C.S.R•Customer Service Champion•Audit/Proof Teller•Supervisor- Credit Administration/FOREX•Supervisor- North Region Collections Unit

Cetificate In Professional Human Resources Management, Professional Human Resources Management, Completed

Activities and Societies: Certificate in Professional Human Resources ManagementCertificate course for Professional Human Resources.

Bachelor'S Degree, Human Resources Management , Industrial & Organizational Psychology, 3.79/4.0

Activities and Societies: Society of Human Resource Managers, Sigma Alpha Delta Honor Society, Golden Key International Honor Society.

G.C.E O-Level Certificate , Caribbean Examination Council, General Education, Passes (5) Cambridge G.C.E O Level : Passes (3) C.X.C General Proficiency

Successful completion Cambridge G.C.E O Level Examination Successful completion Caribbean Examination Council