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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

phone: (xxx-xxx-xxxx



motivated, resourceful, and productive professional eager to contribute dynamic administrative, financial, and client relations expertise toward supporting an organization in optimizing performance.

professional experience


federal reserve bank of boston, 2002 to 2005

wholesale specialist

  • proactively assisted federal reserve member banks with outgoing wire transfers and securities (ginnie mae, fannie mae) in a call center environment.
  • leveraged sharp problem solving skills to research and swiftly resolve bank issues for members involving settlements or missing transactions.

         contributed strong leadership skills toward delivering quality new hire training.

         actively collaborated with management in defining and executing strategies to boost operational efficiency and productivity through strategic streamlining.


fleet boston financial, 1999 to 2001

senior financial service specialist

  • expeditiously processed incoming/outgoing toa (transfer of assets) requests for liquidation and in-kind transfers.
  • proficiently administered toa database, and exercised outstanding multi-tasking expertise to enter account adjustments, rectify outstanding transfers and issues with us clearing/nfcc, and verify specific shares or dollar amount prior to processing transfer request.
  • contacted and cooperated with registered representatives to resolve issues on clients application.
  • compiled performance statistics marketing data vital to improving and optimizing business performance.  
  • processed boston 1784 funds trade and provided related investment information to clients and financial advisors.
  • consistently ensured and maintained shareholder confidence by providing sensible and customized needs assessment information for portfolios.
  • applied excellent managerial acumen to train new employees in use of computer applications and departmental policies/procedures.


boston financial data service inc., 1993 to 1999

account spec ii            (1998 to 1999)

  • demonstrated exemplary organizational strengths in preparing new accounts, redeeming investment wire transfers, and processing exchanges.
  • accurately inputted adjustments to shareholder accounts, effectively correcting history and tax statements.


correspondence & tele-servicing specialist           (1993 to 1998)

  • maintained shareholders accounts by investigating and responding to shareholder inquiries.



cambridge college, cambridge, ma c    master of education in psychology

bachelor of science in human service


bunker hill community college, charlestown, ma c   associate of science in executive office administration

computer skills


microsoft office, dst office application, awd, adp, fbsi, federal reserve system: rumba & hotline, type 50 wpm


yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

phone: (xxx-xxx-xxxx









hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.


as indicated in the accompanying resume, i bring to you significant experience in the financial services industry, excellent talents in account administration, and proficiency in personnel training and management. to complement these qualifications, i offer a strong a blend of expertise in client service, data analysis/troubleshooting, and database management which should prove instrumental as <insert job title/name of position>.


as a proactive contributor to your organization, you will find me to be a diligent and ambitious professional committed to supporting you in achieving your objectives through an impressive work ethic and dedication to customer/client satisfaction. i am confident that i could be a valuable asset to your company, and look forward to interviewing with you in the near future.






yyyyyy x. yyyyyy

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