Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
RELATIONSHIP BANKER
BANK OF AMERICA
Lake Orion, MI
08.2019 - 11.2021
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients ongoing basis
Answer clients' questions about purposes and details of financial plans and strategies
Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate need for plan reassessment
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Assist clients with reporting any Fraud transactions or activity on account
Worked with clients to address and respond to client and partnership management issues.
SENIOR CUSTOMER SERVICE REPRESENTATIVE
COMERICA BANK
Auburn Hills, MI
09.2019 - Current
Resolved customer service issues using company processes and policies and provided updates to customers
Greeted customers and listened closely to problems described to determine solutions
Resolved concerns with products or services to help with retention and drive sales
Responded to customer requests for products, services, and company information
Treasurer of Retail Activities Committee at Comerica Bank 2017,
Provided primary customer support to internal and external customers 2
Assist with debit or ACH fraud on account, submitting investigations and dispute cases
Resolved customer service issues using company processes and policies and provided updates to customers.
STUDENT ASSISTANCE
OAKLAND UNIVERSITY
Rochester Hills, MI
08.2016 - 06.2017
Provided clerical support, addressing routine and special requirements
Gathered and organized files and research papers for internal needs and scholarly publications
Completed clerical tasks such as filing, copying, and distributing mail
Helped with administrative support by managing incoming calls, coordinating files, and sorting mail
Greeted incoming office visitors, answered questions, and directed individuals to office locations
Produced high-quality communications for internal and external use
Interacted with customers by phone, email, or in-person to provide information.