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.

• 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.
• 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