Melinda McManus has over 15 years of experience in operational analysis and finance business support roles within the brokerage industry. She has held several roles at Bank of America Merrill Lynch including Sr Operations Rep and Operations Analyst. In these roles, she assisted financial advisors and managers, processed accounts and requests, generated reports, and helped resolve technical issues. McManus also has experience training associates and guiding them on compensation, incentives, and referrals processes. She is proficient in communication, organization, and software skills.
Administrative professional with strong analytical and critical thinking skills
Identified and resolved service related issues
Extensive sales and customer service experience
Call center expertise, handling up to 120 calls per day
Interviewed, hired, managed and coached up to 15 staff members
Administrative professional with strong analytical and critical thinking skills
Identified and resolved service related issues
Extensive sales and customer service experience
Call center expertise, handling up to 120 calls per day
Interviewed, hired, managed and coached up to 15 staff members
A dedicated, results-oriented business professional that is capable of managing multiple projects at once. Great ability to communicate clearly and concisely. Great ability to establish and maintain effective relationships with clients, employees and management. Demonstrated ability to gain customer trust and provide exceptional follow-up, leading to increased repeat and referral business. Expertise in handling escalated situations. Resolve complaints and concerns at first point of contact. Great listening skills, very dependable, reliable and organized. Works well independently, or as part of a team and always lead by example: excellent team leadership and supervision skills.
1. MELINDA M R MCMANUS 8555 BAYMEADOWS WAY # 115/ JACKSONVILLE FL
e-mail: Rayshell9@yahoo.com 980.333.3307
Professional Summary:
A highly collaborative and enthusiastic Sr Operational Analyst and Finance Business Support with excellent
Interpersonal and Organizational skills. Well rounded individual with more than 15 years’ experience
knowledge of the brokerage industry. Strong communication skills with extensive PC skills and software
knowledge; Able to interface with all levels of management. Well-versed in developing reports, creating
materials and delivering effective training. Strong problem solving and analytical skills.
Education: Dobyns-Bennett High School
Kingsport, TN
Related
Experience:
July 2010– Bank of America Merrill Lynch (Jacksonville, FL)
July 2016 Sr Operations Rep
Researched/Responded to all incoming emails regarding various product lines from Worldwide
branches
Approved Financial Advisor applications which allowed financial advisor can enroll the clients
account within a certain product that the client wishes to be enrolling into
Assisted the “sister team” in India with notifying and terminating accounts for different products
per Audit findings
Assisted various Financial Managers with enrolling and terminating accounts within products
Served as liaison between Operations and Information Systems to identify and resolve technical
issues
Generated and managed multiple reports for Internal purposes
November 2007 – Bank of America GWIM Operation Analyst (Charlotte, NC)
July 2010 Cashiering/Securities Processing
Performed Retail Journal Requests, Interest Adjustments, Write off’s, Fee Reversal’s, ETF (Electronic
Funds Transfer), and EMM (Brokerage Account Earnings Disbursement)
Processed different types of request from Full Service to Self-Direct request
Ensured that all forms have been completed correctly along with the correct paperwork
2. October 2006 – Bank of America GWIM Compensation Admin (Boston, MS)
November 2007 Finance Business Support
Managed and replied to all inquiries and request to the Private Bank Referrals and Private Bank
Outbound Forms mailboxes
Assisted various Lines of Business by providing guidance and instructions regarding the Private
Bank Referral Process
Provided direction and support to ensure associates understand the compensation process and
how it relates to referrals
Research credit request, assist associates in receiving the correct incentive via the research and
adjustment process
Processed credit adjustments and exceptions, respond to inquiries regarding the referral process
to and from the Private Bankers
Managed and update outbound referral data for tracking, reporting and compensation purposes
Provided monthly Outbound Report to LOB (Lines of Business) and PFG Representatives
Assisted with the process of creating the 2007 BAI Sales Incentive Manual
August 2005 – Banc of America Investment (Boston, MA)
October 2006 Sales Incentive and Referral Administration
Assisted and guided lines of business on how to read production reports and enter referrals
Ensured associates understood how referrals affected their compensation
Relocated and trained all new associates in the Boston Office on Series 6 the Client Manager
Incentive Credit Process
Trained Financial Advisors on the use of the MiComp application and on how to read their
production reports and how to review the responds to Cross Referral
Trained Series 6 and Unlicensed Associates in BIL Application, Communicated the Business Rules
as it related to compensations and referrals
Assisted with the process of creating the 2006 BAI Sales Incentive Manual
Qualifications:
AssistedwithcreatinganInternal Manual
Coach/TrainedassociatesanddifferentLinesof Businessonhow toprocessand understand
requestandcompensation.
Strongcommunication skills
Extensive PCskillsandsoftware knowledge
Strongproblemssolvingandanalytical skills
Over15 yearsof brokerage industryknowledge
References available upon request.