Teresa Cloninger is seeking a position that values strong work ethic and exceptional customer service. She has over 15 years of experience in customer service and administrative roles, most recently as a Customer Outreach Analyst at Citibank where she updated customer profiles and achieved performance targets. Prior to that, she worked for 15 years as a Registered Sales Customer Relationship Associate at UBS Financial Services, managing 2500 accounts and $250 million in assets. She has a BA in English from Queens University and holds Series 7 and 66 licenses.

1. T E R E S A G C L O N I N G E R
3131 Balkan Drive York SC 29745 704-898-1763
teresacloninger55@gmail.com www.linkedin.com/in/teresa-cloninger-9aba6bb1
_____________________________________________________________________________________
Available to contribute my professional experience with an employer that values a
strong work ethic, exceptional customer service, multi-tasking administrative skills,
while surpassing goals and expectations
EMPLOYMENT
Citibank, Ft Mill, SC Nov 2015 – June 2016
Customer Outreach Analyst, Consumer Banking Support Unit
Customer outreach to obtain Know Your Customer (KYC) and anti-money laundering
information (AML), heavy phone volume, e-mail and letter correspondence to update
customer profiles. Use various research systems to verify missing information.
Formulate and analyze results to assist in resolution while achieving performance
targets and core competencies.
Virtual Assistant with Outsource, temporary assignments Jan 2015-Oct 2015
Online classes in Microsoft 2010 and Writing
UBS Financial Services, Inc. Charlotte NC April 2000 – Jan
2015
Registered Sales Customer Relationship Associate
Associate working with four VP-Financial Advisors, acquiring and maintaining
approximately 2500 accounts and increasing total assets to 250 million with annual
production of 1.3 million. Managed all aspects for these Wealth Management producers
with accommodation to each advisors’ unique investment philosophy.

2. T E R E S A G C L O N I N G E R
3131 Balkan Drive York SC 29745 704-898-1763
teresacloninger55@gmail.com www.linkedin.com/in/teresa-cloninger-9aba6bb1
_____________________________________________________________________________________
PROFESSIONAL
• Calls and Correspondence In: Independently handled and resolved with only major
issues escalated to appropriate area; answered proprietary on-line services
questions as well as investment and tax questions
• Calls and Correspondence Out: Made follow-up calls and service requests, created
and edited letters and emails via regular mail, Priority Mail or Courier Express,
desktop faxing and scanning
• Communication skills: verbal & written, used to build and retain customer
relationships
• Computer Programs: Dbase, WordPerfect, AS400, Turbo Tax downloads, Acrobat,
Sharepoint, Java, Lotus Suite, Multiple proprietary programs including financial
planning
• Database Management-constant update of client databases, using mail-merge to
prepare large P.O. and email (including hand addressed birthday and Christmas
cards)
• Event Planning: Open houses, luncheons, cocktails, dinners, weddings, retirement
parties, charity events and company socials
• Marketing: Creation of Ads, Brochures, Invitations, Profiles, Business cards and
website design
• Microsoft Excel: Compiling reports, analyzing data, preparing expense reports,
budget maintenance, estate evaluations
• Microsoft Outlook, Coordinate calendars, appointments, travel arrangements
• Microsoft Word: Correspondence, Charts, Workflow Tables

3. T E R E S A G C L O N I N G E R
3131 Balkan Drive York SC 29745 704-898-1763
teresacloninger55@gmail.com www.linkedin.com/in/teresa-cloninger-9aba6bb1
_____________________________________________________________________________________
• Organization: Multi-task to manage workflow, while prioritizing to meet deadlines
• Skill level: Typing 65 wpm, Data Entry 6700 wpm, use and maintenance of office
machines, ordering office supplies, Avaya phone system including switchboard
• Time Management: meet constantly changing priorities in fast paced environment
EDUCATION
Queens University, Charlotte NC: BA English, Summa cum laude (3.85)
Who’s Who among Students in American Universities and Colleges, Dean’s List
and Ginter Fellowship; Secretary/Treasurer New College SGA; New College
Writing Award; Includes transfer credits from Gaston College and CPCC
 National Association of Securities Dealers – Series 7 and 66, Jan 2001
Financial Advisor License with FINRA through Jan 2017
 SC Notary 2/5/10-2/5/20