Perry Freeman Email & Phone Number

United States

Wilmington, De, United States

· Day to day responsibilities involve process and managed failed settlement trade (nostro breaks)· Ensuring that all payments are settled correctly, and any breaks are followed up on a timely manner.· Set up weekly and monthly meetings with the team to go over daily issues or training.· Identifying and investigating any root causes problems and then resolve them· Establishing an excellent relationship with internal partners and external client· Knowledge of the lifecycle of a Trade· Participating in process improvement initiatives· Monitor and document any issues that are need to be escalated to the upper management within an appropriate time frame· Work with the team's members from other countries and other department groups to quickly and efficiently in assisting client needs

· Assist customers with traditional banking needs by providing expert knowledge in self-service and digital platform options, including the Chase mobile app, Chase.com and ATMs.· Provide proactive customer outreach by offering new tools to help meet their consumer banking and investment goals.· Help build lasting relationships with customers by connecting them with team members who can address their financial needs.· Ensure banking transactions are completed accurately and efficiently while complying with all policies, procedures and regulatory banking requirements.· Focus on results while acting in the best interest of the client by helping them make the most of their money.· Has knowledge in writing and preparing Suspicious Activity Reports (SARs)· Process and verify wire transfers· Experience and knowledge of AML

· Acted as the liaison between the customer and the financial institution to support clients’ financial goals and objectives.· Assisted, educated and trained customers on methods to resolve banking issues through self-service technologies, including on-line banking and mobile applications.· Maintained communication with potential clients to provide information on available account options and banking services, contributing to increased business.· Promoted sales culture within the branch including cross-selling of bank products· Process and verify wire transfers· Consistently maintained a pace of exceeding monthly quotas for new account openings.

· Delivered excellent customer service, operational standards and compliance in all areas of sales activity to support a Customer First culture.· Engaged customers in conversation to understand their needs and buying preferences.· Presented merchandise and shared detailed information on features and benefits of products to maximize sales and department profitability.· Worked alongside inventory team to manage product movement and ensure store was stocked.· Provided guidance and support to fellow team members and managed the reciprocal relationship between staff and the organization so that each was successful.

Bachelor Of Arts, Graphic Design

Bachelor Of Arts, Graphic Design