Shane Moore Email & Phone Number

Victor, New York, United States

Rochester, New York Area

-Develops and maintains comprehensive knowledge of all applicable Paychex products and their corresponding systems to assist clients or other Paychex departments with resolution of funding issues while mitigating potential losses.-Works with external banking partners to resolve check exceptions caused by fraudulent activity on Paychex bank accounts, miscoding of check information by financial institutions, pre-negotiated checks being presented for a second time, and related product system issues. Corresponds with external bank partners to receive credits for these transactions to eliminate losses.-Performs client due diligence on transactions that have been held in Risk Management edits due to NSF, out of pattern, or significant dollar amounts, and for all products that move funds from Paychex to the client in order to mitigate risk and reduce client fund losses.-Contacts client’s financial institution to verify that all collections have cleared. Makes decisions based on due diligence performed for all processes and communicates decisions to the branch and client if necessary. Negotiates with clients to determine the best way to meet payroll objectives while mitigating potential client fund losses. -Reviews and releases refunds up to $50,000 per client for ancillary products to ensure that no other balances are outstanding and that refund is due to prevent loss to Paychex.

• Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.• Opens and performs account maintenance on certificates of deposit, consumer and business accounts; assists with courtesy and collection calls as needed.• Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.

• Effectively communicated complex information to clients to help them make informed financial decisions.• Conduct in-depth reviews of client’s financial goals. • Learned extensive life and health insurance products and policies and passed regulated exams regarding them on first try each time.• Communicated with prospective clients through effective networking.

Canandaigua, New York

• Represented Campus Gate resolving resident complaints and situations that required immediate resolution.• Received and resolved over 20 customer issues every day.• Created a digital filing system first week of promotion which effectively increased productivity of both the leasing/marketing manger and the property manager.• Created spreadsheets for records which are still used by Campus Gate to this date.• Managed company’s social media and craigslist account for marketing purposes.

Canandaigua, New York

Victor, New York

Bachelor Of Applied Science (B.A.Sc.), Finance

Education record