Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Associate Account Resolution Representative
Wells Fargo
04.2023 - Current
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Call Center Representative
Statewide Remodeling
01.2022 - 01.2023
Responded to customer calls and emails to answer questions about products and services.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)