Jennifer Vozella

• Coordinate executive schedules and arrange meetings for my three senior managers.
• Facilitate travel arrangements, including itineraries and accommodations, for my executives.
• Plan our team's yearly offsites at FCP in Toronto, along with the detailed presentations and decks.

• Worked directly with the CEO, COO, and CFO of my company by scheduling their meetings, creating and checking their expense reports, and handling their domestic and international travels.
• I handled document prep and delivery, along with filing and organization of documentation for our Exec team, as well as Legal, Finance, and our Audit/Tax groups.
  • Worked closely with our accounts payable department in handling our office invoices and expense reports.
  

• The Chicago office was restructured, and my group position was relocated to the New York office.
  • Customer account management for private banking clients (retention and development).

• Managed wire transfers

as well as internal transfers.

• Customer account management for private banking clients (retention and development):

• Manage wire transfers (domestic and international), as well as internal transfers.
• Manage the daily account reports (opened, closed, transferred).

• Customer account management for Commercial Banking (retention and development):

• Identified and tailored bank products for individual customer needs.

• Managed wire transfers (domestic and international).

• Traveled throughout the U.S. on client calls to help our clients with their banking needs.

• Managed opening and closing operations for our branch, and developed corporate and retail accounts within The Merchandise Mart, Chicago.
  • Identified and tailored bank products for individual customer needs