Lisa St. Pierre Email & Phone Number

Andover, Ma

• Processed and provided quality control oversight for all internal and external wires and ACH transactions in two bank systems to guarantee clients receive funds in a timely manner.• Assisted in the daily completion of all research, check, and wire requests received by various divisions within the business.• Collaborated with internal and external partners to ensure seamless process for check pull codes requested by clients. • Reviewed and processed manual outstanding check notices that were returned by clients to ensure they receive outstanding funds.• Maintained proper documentation to ensure audit and procedural requirements were met

Andover, Ma

• Assisted shareholders and brokers with financial requests on mutual fund accounts in an inbound call center.• Adhered to legal requirements and utilized product knowledge to facilitate financial and non-financial transactions.• Provided requirements to clients for moving assets in special circumstances.• Helped to increase customer service levels by providing world class service to shareholders

Plaistow, Nh

• Assisted management team in the daily operations of the store including merchandising, cash handling and customer service. • Delegated tasks respectively to ensure daily production and organization of store.• Trusted to oversee all daily cash activities for front store and pharmacy.• Gained management trust by serving as key holder, responsible of opening and closing store.• Directed and collaborated with vendors weekly to ensure product demands were met to maintain customer satisfaction.

Plaistow, Nh

• Addressed customer inquiries and resolved complaints to assure customer satisfaction.• Maintained inventory and stocked store merchandise to meet product demands.• Operated cash register for customer purchases, refunds and money orders.