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Charles
1rhall636@gmail.com
904-483-6297
245 Pine St.
Atlantic Bch, FL 32233
Customer Support Representative
15 years experience
W2
0
Recommendations
Average rating
60
Profile views
Summary
Experience
Customer Support
Banking/Financial
Sep 2019 - present
Jacksonville, FL
Assisted customers with making mortgage payments
Helped troubleshoot different repayment options with customers
Established effective relationships with key employees to resolve customer issues
No skills were added
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SME
Banking/Financial
Jun 2015 - May 2019
Jacksonville, FL
Provide training and guidance as a Subject Matter Expert in deepening to new hires.
Managed a book of business of upwards of $500 Million
Managed relationships of over 300 high-net worth clients
Secured relationships and procured new assets to the firm.
Assisted clients with complex trading strategies involving equities and debt markets
Assisted clients with opening all different kinds of accounts from simple equity accounts to trusts and estate accounts
Explained how different technical indicators affect the timing of market activity
Assisted clients with complex margin requirements on placing orders
Project Management
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Sales Agent
Banking/Financial
Jun 2007 - Jun 2010
Jacksonville, FL
Developed new accounts and maintained old accounts
Sales area covered Florida, south Alabama, South Mississippi
Face-to-face sales environment selling construction materials to large suppliers
No skills were added
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Edit Skills
Non-cloudteam Skill
Education
Finance
University of North Florida 2015
Record has not been verified.
Skills
Project Management
2019
4
Awards
Finance and Investment Society at UNF
, 2011