1. Roxanne Fields
16216 Manor St Detroit MI 48221 313-212-7619 Roxyfields@comcast.net
• Self-starterwhoconsistentlymeetsorganizational goals.
• Series7,63 and 24 licenses.
• Solidreputationforastrong workethicandmanagingtrustingrelationshipswithbothinternal
and external clients.
• ExcellentcomputerskillsincludingMicrosoftWordand Excel
Professional Experience
Comerica Securities June 2010 - Present
NewAccounts Coordinator
• Gather anddisseminate the mail forComericaSecurities WealthManagementteam
• Maintainthe householdfilesfor all of the ComericaSecuritiesDivisions
• ReviewandPrincipleapprove all accountapplicationopenedwithinWealthManagement
• Assistwithtrainingof teammembers
• Provide excellentcustomerservice forcustomers,bothinternal andexternal
J P Morgan Chase May 2007 – June 2010
Personal Banker
• Acquire,retainandexpandnewandexistingrelationships.
• Meetwithcurrent customers,face toface,or overthe phone todiscoverfinancial needsand
provide productrecommendations.
• Work witha dedicatedteamthatspecializesinRetail Lending,Small Business,andInvestments.
• Helpthe branch meetitsfinancial goals
2. Target Stores, SterlingHeights,MI August 2006 – May 2007
Cashier
• Provide excellentguestservicesbyassistingcustomerslocatingmerchandise
• Operate registerandassure customerpurchasesare completedinafriendlyandtimelymanner.
• Assistinmerchandise appearanceasnecessary
Comerica Bank, Detroit, MI 48234 Oct 1998 - Jan 2006
SalesAssociate – Comerica Securities October 1998 – January 2006
• Collectandverifycustomerinformation
• Troubleshootcustomerissuesandconcerns
• Plannedandfacilitatedabroadrange of administrative functions,includingtravel arrangements
and calendarmanagement
• Organizedfilingsystemforsalesrepresentatives.
• Communicatedwithinternal andexternal customersonvariousissues
• Accuratelyboughtandsoldequities andbonds.
• Accuratelytrackedandsortedmail for salesrepresentative staff.
Associate Administrator
• Manage schedulesof salesassociatestaff members.
• Ledinternal office trainingforinternal salesassociates.
• Communicatedwithvendorsinordertoschedule variouspresentations.
• Troubleshootcustomerconcernsandissues.
• Manage salesgoal trackingsystem.