Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Online Banking Specialist
PNC Bank
09.2016 - 12.2023
Assisted customers with banking needs and inquiries.
Performed account maintenance by closing out accounts and changing customer addresses.
Executed wire transfers, stop payments and account transfers.
Received loan and utility payments, sending funds to correct destinations.
Maintained friendly and professional customer interactions.
Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Handled various accounting transactions.
Educated customers on online banking and mobile banking applications.
Referred customers to other banking departments for specialized services.
Established rapport with new clients to increase satisfaction and loyalty.
Cross-sold credit cards, loans and other bank products.
Investigated and resolved account issues by offering applicable options to customers.
Monitored and verified suspicious activity on customer accounts.
Identified customer desires and goals through needs-based sales tactics.
Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Educated customers about billing, payment processing and support policies and procedures.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Met customer call guidelines for service levels, handle time and productivity.
Trained new personnel regarding company operations, policies and services.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Enhanced productivity levels by anticipating needs and delivering outstanding support.
Exhibited high energy and professionalism when dealing with clients and staff.
Senior Service Specialist II
JP Morgan Chase and Company
06.2008 - 08.2016
Member of an elite group that exclusively handles 40-60 inbound calls daily for high profile clients, corporate customers, and internal escalations
Manage credit card inquiries for Private Bank, Private Wealth Management, Chase Private Clients, Congressional Office, Business Card, and Chase Global Lifeline
Manage and resolve customer issues from the root cause of the issue to the final solution
Resolve complex issues by troubleshooting and finding solutions that balance the needs of the client with those of the business
Utilizes multiple internal systems simultaneously to assist clients with general account servicing
Work independently on various projects with little to no supervision
Provide high quality customer service focused on placing the keys to a great customer experience at the center of every interaction
Assist with resolving issues with online profiles
Create lasting customer relationships by providing the highest level of customer service
Provide exceptional follow-up with clients to insure all issues were resolved effectively
Participates in various focus groups aimed at providing a higher level of customer experience and employee satisfaction.
Maintained high customer satisfaction standards to meet or exceed targets.
Suggested add-on services that would be helpful to customers and improve bottom line.
Pleasantly greeted customers and asked open-ended questions to better determine needs.
Education
Some College (No Degree) - Business Administration
Franklin University
Columbus, OH
High School Diploma -
South High School
Columbus, OH
06.2001
Skills
Customer Service
Communication
Advanced Troubleshooting
High Net worth Client/Customer Focus
Multitasking
Time Management
Technical Support
Organizational abilities
Teamwork and Professionalism
Active Listening
Microsoft Outlook, Word, Excel, and Teams
Problem-solving skills
Community Service
Toast master Professional Speaking
March of Dimes Charity walks
Light the Night Charity walk
Operation Feed campaign
Timeline
Online Banking Specialist
PNC Bank
09.2016 - 12.2023
Senior Service Specialist II
JP Morgan Chase and Company
06.2008 - 08.2016
Some College (No Degree) - Business Administration