The document provides a summary of Charles F. Kosko's 19 years of experience in customer service for the financial services industry including his roles and responsibilities at The Bank of New York Mellon Corp. where he currently serves as Vice President and Service Director overseeing day-to-day operations and client service levels. Prior positions include Assistant Vice President of Client Service and Assistant Trust Officer where he supported clients, developed business opportunities, and ensured adherence to policies and procedures.

1. Charles F. Kosko
2392 Delo Drive
Gibsonia, PA 15044
(724) 443-4659
e-mail: cfkosko@gmail.com
SUMMARY: Over nineteen years customer service experience in the financial services industry.
Diverse responsibilities include maintenance of high-profile institutional client accounts,
support new business development efforts, lead the client on-boarding process, and assist
with cross-sell opportunities designed to elevate client satisfaction.
EMPLOYMENT: The Bank of New York Mellon Corp., Pittsburgh, PA
VP, Service Director – BNY Mellon Asset Servicing 2012 – Present
• Oversight of day-to-day operations
• Monitor service delivery commitments
• Collaborate internally to ensure service levels
• Engineer constant service review meetings
AVP, Client Service Officer – BNY Mellon Asset Servicing 2000 - 2012
• Enhance client satisfaction for large institutional relationships
• Participate in new business development opportunities
• Identify revenue opportunities for existing client accounts
• Partnered in fee renegotiations and proposals for new services
• Ensure adherence to bank policies and procedures
Assistant Trust Officer – Private Capital Management 1996 - 2000
• Maintain client relationships established with non-profit organizations
and high net worth clients
• Coordinate gifts between charitable organizations and donors
• Initiate and resolve actions under client imposed deadlines
• Establish and verify the accuracy of all relevant standing instructions for
incoming accounts
• Create correspondence and spreadsheets to develop customer relations
EDUCATION: Duquesne University, Pittsburgh, PA 1997 - 2003
Masters in Business Administration
Robert Morris University, Pittsburgh, PA 1985 - 1990
Bachelor of Science in Business Administration
Bucknell University, Lewisburg, PA 1996 - 1998
Central Atlantic School of Trust
AWARDS: Premier Achievement Award, 1999
Premier Achievement Award, 1994