MATTHEW ROBLES 493 Hempstead Avenue Malverne, NY 11565

robles.matt449@gmail.com 516-721­0081

CAREER PROFILE

Client Services Associate with 10+ years of experience promoting the highest caliber of programs on behalf of industry-leading companies across financial services, healthcare and information management sectors.

Track record of implementing systems and processes to optimize operational efficiency and accuracy of sensitive data.

Career history of multiple awards and promotions in recognition of outstanding client service and leadership skills.

Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Access), Google Suite, Adobe Dreamweaver and JavaScript, with professional Certifications in Human Resources Management, Information Technology and Website Development.

CORE COMPETENCIES

Project Management Strategic Partnerships Marketing Programs

Financial Management System Implementation Sales Initiatives

Regulatory Compliance Data Digitization Staff Development

PROFESSIONAL EXPERIENCE

JP MORGAN CHASE Valley Stream, NY Personal Bank Representative 2009 - Present Manage individual accounts for high-net-worth clients, initiating services for nearly 50 new customers each month.

Successfully secure home equity loans valued at over $100,000 for clients, ensuring accuracy of financial documentation.

Provide current and prospective account holders with information regarding full suite of financial products and services including commercial loans, online banking features and direct deposit while reporting to Branch Manager.

Conduct onsite visits at Target, Macy’s and BestBuy, leading informational presentations for groups of up to 50 attendees. Train staff regarding account management practices, promoting compliance with federal banking regulations at all times.

Recipient of Ten Year Award for customer service excellence, ranking #1 in district for cross-sales and service excellence.

Sales and Service Associate 2004 - 2009

Oversaw new account openings for clients, processing applications for home equity, personal loans and credit card accounts. Worked directly with clients to assess financial needs and recommend appropriate products, accounts and service offerings. Contribute to creation of promotional programs to expand consumer awareness of services, reporting to Branch Manager. Earned award for outstanding client service out of more than 100 employees across all regional branches.

SUNY DOWNSTATE MEDICAL CENTER Brooklyn, NY Project Manager - Contract-Based Jan. 2008 - Dec. 2009 Oversaw key aspects of digitization initiative for documentation management company serving healthcare sector clients. Worked to improve operational accuracy and productivity for clients, contributing to setup and implementation of workflow

automation and enterprise content management (ECM) solutions while reporting directly to CEO. Led comprehensive records digitization project, overseeing conversion of 7,000 confidential records into EMR format. Managed team of eight staff throughout system implementation, ensuring accuracy of a high volume of materials.

PITNEY BOWES MANAGEMENT SERVICES New York, NY Customer Service Representative Feb. 2002 - Mar. 2004 Oversaw accounts for industry-leading clients including Merrill Lynch, Goldman Sachs and Morgan Stanley, Implemented new records management systems, inputting and maintaining a high volume of data using Microsoft Excel. Introduced data digitization process which is still in use today, streamlining document transfer process which substantially

improved operational efficiency and impacted mail services throughout entire firm. Trained and supervised new staff, outlining internal processes and corporate policies while reporting to division manager.

EDUCATION & TRAINING

MARIST COLLEGE Poughkeepsie, NY

Bachelor of Arts - Media & Communications May 2001

MOLLOY COLLEGE Rockville Centre, NY

Human Resources Certification Jan. 2014 - Dec. 2014 Coursework included Human Resources Law, Interviewing Techniques, Workplace Security and Compensation& Benefits.

HOFSTRA UNIVERSITY Hempstead, NY

Java Programming Certification Sept. 2008 - May 2011