Alfreda Whitfield

Answer inbound calls from customers regarding all Facets of their Trust and Business accounts. Manage and Process Trust/Business follow up workflows. Review and interpret Trust forms for accuracy. Perform outbound calls to Trust and Business customers regarding new accounts and rejected documents. Resolve account holders issues and account problems including following up with customer with resolution. Use multiple electronic systems to provide complete responses such cd renewals, electronic transfers, wires and opening and closing accounts. Perform other duties as assigned.

Interview men and women to compile information for eligibility of program. Inform and educate clients of facility protocol and agency policies including providing services such as crisis management, individual counseling and providing supplies as needed. Respond to written and telephone request from clients, staff and vendors. Keep records of client interactions and transactions including recording details of inquiries, complaints and comments as well as actions taken. Supervise and train new hires. Provide feedback and coaching opportunities on job performance for new hires.

Answer inbound and outbound calls regarding deposit accounts including providing information about CD's, HYS and MMA including processing applications in Aperio to open and close accounts when necessary. Research Compass, Nautilus and Genius when needed to respond to customers inquires about wire transfers, beneficiary information renewals of cd's and other services. Processing transfers and other transactions. Provide online assistance and banking laws/regulation information.