Vivien Swaner

Processing monetary transactions for managed accounts Outgoing calls to clients to verify foreign wires Ensuring timely and quality processing of transactions

Wire Risk associate at Fidelity Investments (2024-08 – Present)

• Processing monetary transactions for managed accounts
• Outgoing calls to clients to verify foreign wires
• Ensuring timely and quality processing of transactions

Customer Relationship Advocate at Fidelity Investments (2023-07 – 2024-08)

• Processed trades and monetary transactions
• Delivered exceptional service to clients through incoming calls
• Provided detail oriented service in a timely manner

Bank Teller at Prosperity Bank (2023-01 – 2023-05)

• Performed transactional and operational tasks through the knowledge of bank procedures
• Adhered to guidelines regarding financial and customer data

Bank Teller/Customer Care Banker at PointBank (2020-07 – 2022-02)

• Counted drawers and reconciling cash
• Adhered to security and audit procedures
• Identified financial needs of customers
• Resolved discrepancies in accounts
• Processed maintenance and service for new and existing accounts

High School Diploma – Northwest High School (2017 – 2021)

American Sign Language Interpreter – Tyler Junior College (2022 – 2023)