Organized financial services CSR who Excels at processing high volumes of error-free transactions and meeting goals. Detail-oriented expert with11 years of financial services and customer service experience.
Assist clients who held High Yield Savings Accounts with their product information regarding fees, deposit requirements, Annual Percentage Yields, and Annual Percentage Rates. . Helped clients navigate their accounts using their online profile. Placed outbound calls to remind and assist client with funding their accounts. Helped process payments for customers with HOA fees.