BURGANDI GRIFFIN
Houston,TX
Summary
Client-focused financial operations professional with hands-on experience reconciling account activity, resolving discrepancies, and maintaining complete, accessible electronic records. Applies attention to detail, clear communication, and established controls to support compliance, client satisfaction, and timely processing.
Overview
7
7
years of professional experience
Work History
Client Representative
BNY MELLON
Houston, TX
05.2023 - 08.2026
- Supported high volumes of client accounts, ensuring accuracy and compliance with regulations and operating procedures.
- Answer client inquiries and provide prompt, professional support to strengthen client relationships and satisfaction.
- Review and verify client documents and account details to process financial transactions and account updates correctly.
- Handle financial account activity and maintain accurate records so transactions complete within required deadlines.
- Prioritize time-sensitive operational requests in a fast-paced setting while maintaining accuracy and service quality.
- Follow established procedures and controls when handling confidential financial and client information.
- Researched complex account and operational issues, analyzed discrepancies, and collaborated with internal teams to resolve problems effectively.
- Coordinated with internal teams to efficiently process client requests and escalations.
- Work with internal business partners to resolve issues, coordinate account activity, and address client needs.
- Keep electronic records and source documentation detailed, complete, and easy to retrieve.
Senior Shift Lead / Human Resources
TOMMYS EXPRESS
Houston, TX
02.2020 - 10.2022
- Facilitated employee onboarding and training, coordinated scheduling, and managed administrative tasks to support team effectiveness.
- Trained employees on procedures, customer service expectations, and operational duties.
- Supported daily operations for a team of 20+ employees, maintaining service productivity and operational standards.
- Balanced multiple priorities in a fast-paced environment and assigned responsibilities to meet daily objectives.
- Collaborated with management and team members to address operational issues and streamline workflows.
- Handled customer concerns as escalation contact, resolving issues professionally while upholding service standards.
- Maintained accurate employee and operational records while safeguarding confidential information.
Customer Service Representative
E-TECH
Lufkin, TX
10.2019 - 01.2020
- Communicated with customers to identify needs and provide tailored solutions, fostering positive service experiences.
- Supported customers by phone, verified account details, documented interactions, and resolved service issues, enhancing customer satisfaction.
- Maintained accurate customer records and adhered to procedures for handling sensitive information, ensuring data integrity.
Skills
- Client support
- Account management
- Transaction management
- Financial management
- Cash management
- Reconciliation research
- Client inquiries
- Recordkeeping
- Confidential handling
- Issue resolution
- Issue escalation handling
- Team leadership
- Account systems expertise
- Data maintenance
- Collaboration
- Team collaboration
- Resolution strategies
- Client inquiries
- Issue resolution
Timeline
Client Representative
BNY MELLON
05.2023 - 08.2026
Senior Shift Lead / Human Resources
TOMMYS EXPRESS
02.2020 - 10.2022
Customer Service Representative
E-TECH
10.2019 - 01.2020