ANTHONY IGLESIAS
Staten Island,New York
Overview
7
7
years of professional experience
Work History
Account Manager
Fiserv
Berkeley Heights, NJ
10.2024 - Current
- Increase client satisfaction by building strong relationships and addressing their needs promptly.
- Maintain high client retention rate by providing exceptional customer service and anticipating client needs.
- Manage a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolve escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Client Technical Support Senior Associate
Fiserv
Berkeley Heights, NJ
04.2022 - 10.2024
- Enhance customer satisfaction by resolving issues promptly and efficiently
- Streamline processes for quicker response times and improved customer experiences
- Reduce ticket resolution time by implementing knowledge-based resources
- Develop training materials for new support associates to ensure a seamless onboarding experience
- Manage high-priority cases, ensuring rapid resolutions for critical client situations
- Resolve an average of400-450 diverse range of technical issues quarterly across the Portico Core Platform
- Optimize technical processes by implementing innovative solutions and streamline workflow for the Portico Core Banking platform
Associate Banker
JP Morgan Chase Bank
New York, New York
05.2018 - 04.2022
- Engage directly with banking customers to build lasting relationships and ensure that customers are informed about all of the Chase products and services
- Handle all aspects of account servicing and transactions for clients, including wire transfers, deposits, withdrawals, cashier checks, account maintenance, loading cash and verifying cash shipments
- Participate in weekly branch meetings with bank managers and financial advisors to stay current on all financial products and services
- Refer and connect clients to financial advisors or Chase Private Client bankers
Education
Bachelor's of Business Management - Finance
St. Joseph's College
Brooklyn, New York05.2020
Skills
- Customer service
- Teamwork and collaboration
- Client relations
- Product and service troubleshooting
- Technical problem solving
- Team management
Timeline
Account Manager
Fiserv
10.2024 - Current
Client Technical Support Senior Associate
Fiserv
04.2022 - 10.2024
Associate Banker
JP Morgan Chase Bank
05.2018 - 04.2022
Bachelor's of Business Management - Finance
St. Joseph's College