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    MR Resume 2016

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    This document provides a resume for Matthew Rogers including work experience, skills, education, references, and leadership experience. Rogers has over 10 years of experience in customer service and financial roles, including at Fidelity Investments, Prestige Financial Services, Discover Financial Services, and Allstate Insurance Company. He also has experience in food service roles. His skills include managing client relationships, collections, sales, and attention to detail.

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    MR Resume 2016

    Uploaded by

    api-325875130
    31 views2 pages
    This document provides a resume for Matthew Rogers including work experience, skills, education, references, and leadership experience. Rogers has over 10 years of experience in customer service and financial roles, including at Fidelity Investments, Prestige Financial Services, Discover Financial Services, and Allstate Insurance Company. He also has experience in food service roles. His skills include managing client relationships, collections, sales, and attention to detail.

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    This document provides a resume for Matthew Rogers including work experience, skills, education, references, and leadership experience. Rogers has over 10 years of experience in customer service and financial roles, including at Fidelity Investments, Prestige Financial Services, Discover Financial Services, and Allstate Insurance Company. He also has experience in food service roles. His skills include managing client relationships, collections, sales, and attention to detail.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    31 views2 pages

    MR Resume 2016

    Uploaded by

    api-325875130
    This document provides a resume for Matthew Rogers including work experience, skills, education, references, and leadership experience. Rogers has over 10 years of experience in customer service and financial roles, including at Fidelity Investments, Prestige Financial Services, Discover Financial Services, and Allstate Insurance Company. He also has experience in food service roles. His skills include managing client relationships, collections, sales, and attention to detail.

    Copyright:

    © All Rights Reserved
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    Download as pdf or txt
    of 2

    Matthew Rogers

    (385)226-4711
    [email protected]

    WORK EXPERIENCE

    October 2014 Present

    Fidelity Investments

    High Net Worth Representative


    Provide an incredible service experience for Fidelitys prosperous clients by establishing
    and building rapport, identifying current as well as future needs, consistently exceeding
    customer service score goals by consistently delivering high level of service. attention
    to details when reviewing and placing customers stock and mutual fund trades as to
    disclose any fees and nuances.

    January 2014 October 2014

    Prestige Financial Services

    Collection Account Manager


    Manage a portfolio of subprime auto loans worth 8 million dollars in principle balance.
    Make and receive calls to and from cliental. Build report, manage, negotiate, collect and
    educate clients through outbound and inbound means of communication. Priority is to
    prevent loss for the company. The portfolios 3-month loss average was ranked 93 rd in
    February, when I took over. For the month of June, I ranked 2 nd in the company. Achieved
    through consistent and effective time management and prioritizing skills.

    January 2013 - December 2013

    Discover Financial Services

    Customer Care Specialist Discovers Elite Service Team


    Specialized customer service made up of highest performing representatives (recruited
    internally). Taking inbound Discover IT calls and creating the best and easiest customer
    service experience by building rapport, analyzing accounts, and anticipating needs to
    provide WOW moments for the customer.

    November 2009 January 2013

    Allstate Insurance Company

    Customer Account Representative


    Gather client Intel, and produce Insurance quote. Make outbound phone call to build
    rapport, confirm Intel and discuss quote and coverage needs, meanwhile selling other
    offers and benefits.

    2004-2007, 2009

    Marie Callenders Restaurants

    Host/Server/Prep Cook
    Worked with a team using communication and problem-solving skills to resolve conflicts
    and ensure customer satisfaction. I significantly increased efficiency and helped
    production through consistency, and evaluating ways to increase productivity and
    efficiency. Eager to learn, I was cross trained in several areas and was often contacted on
    busy days for my expertise and skills.

    SKILLS

    Build report, manage, negotiate, collect and educate cliental in financial matters.
    Extensive knowledge and experience in customer service and sales.
    Proficient with numbers and math
    Detail oriented, multitasking, time efficient
    Self-Motivated, goal oriented, and competitive
    Proficient in Microsoft Word, Excel, Power Point, and Outlook; Can type 50 WPM.
    10 years customer service and communication

    EDUCATION/CERTIFICATES
    2015

    Obtained Series 7 & 63 Licenses.

    2014 Salt Lake Community College


    Majoring in Accounting

    2006 West Jordan High School


    Sophomore Class President and Soccer Team Captain 2 years

    BUSINESS REFERENCESkyle horrocks --- fidelity high net worth team manager ---- 435-671-6213
    Nicholas Widener Prestige Assistant Vice President ---- 801-897-6189
    Autumn Rich --- Discover Team Leader ---- 801-808-1655
    Scott Davis --- Allstate Agency Owner ---- 801-386-1210

    LEADERSHIP

    2012-2014 young men's President for church youth group


    2007-2009 Full-Time church Mission
    Demonstrated leadership as a Zone Leader, District Leader and Trainer.

    2006 Eagle Scout Award


    attained through personal goals and various volunteer service

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