Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
14
14
years of professional experience
Work History
Customer Service Representative
Bank of America
03.2015 - Current
Answered customer inquiries and provided accurate information regarding products and services.
Provided excellent customer service to resolve customer complaints in a timely manner.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Performed administrative tasks such as filing paperwork, updating databases and generating reports.
Developed strong relationships with customers by providing personalized assistance and support.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Client Advocate
The Advocator Group
Longwood, FL
03.2014 - 03.2015
Managing, growing, and maintaining caseload of Social Security Disability Insurance claims
Educating each client about the Social Security Disability application process, and time frame
Ensuring that each claim is filed and processed by Social Security as quickly as possible
Completing all applications, appeals and requests for information within strict deadlines for disability benefits
Documenting all actions and task in claims management system to ensure quality service and result.
Bank N. A. Branch Financial Sales Consultant
PNC
Longwood, FL
11.2013 - 03.2014
Client profiling, looking at clients financial picture and recommending product and services within retail and other lines of businesses within PNC banking
Generating revenue for branch through prospecting clients with investment assets within banking and other financial institution, and by cross selling other product and services
Performed complex international and domestic wire transfers, as well as maintenance of accounts
Opening accounts, loans, servicing client accounts, customer service, and maintenances of account
Out bound calls for appointments on a daily basis to generate sales of loans, CD, IRA, and other product in banking
Maintaining, retaining, and growing clients in branch assigned book of business.
Human Services Counselor
City Of Portland Maine, Social Services
Portland, ME
07.2012 - 07.2013
Interview client as to family income, residency, employment status, mental health, substance abuse and other necessary information in order to develop suitable case plan
Determine suitability for employment; assist client in the establishment of proper employment goals; counsels and assists in obtaining employment
Advocate on client behalf between landlords, employers, and other businesses in the community
Create and maintain client files using manual and computerized systems
Maintain client contact and counseling on continuing basis
Conduct pre-employment workshop as well and one-on-one counseling; arrange employment interviews
Follow up services with client including retention of employment
Maintain professional boundaries with clients; as well as maintain accurate and complete records.
Relationship Manager
Key Bank ME
10.2010 - 07.2012
Retail Development Management Program, cross trained in all parts of retail banking
Promoted to Relationship Manager
Client profiling, looking at clients financial picture and recommending product and services within retail and other lines of businesses within banking system
Generating revenue for branch through prospecting clients with investment assets within Key Bank and other financial institutions
Branch Operations, audits, and maintenance of accounts
Performed complex international and domestic wire transfers
Opening accounts, servicing client accounts, customer service, and maintenances of accounts
Teller supervision in absence of manager
Out bound calls for investment s, Loans, CD, IRA, Credit Card, and other product on daily basis
Growing book of business, by acquiring new client to networking and prospecting
Maintaining, retaining, and growing focus clients in branch assigned book of business
Deepening client relationships inside and outside of the branch.
Education
Bachelor's Degree - Social Work
University of Southern Maine School of Social Work
Associate - Criminal Justice
McnIntosh College - Dover, NH
Skills
Goal Setting and Achievement
Strong Organization
Cross-Functional Teamwork
Performance Tracking
Money Management Assistance
Behavioral Management Planning
Maintaining Client Records
Banking operations
Consumer Banking
Commercial Banking
Banking financial software
Payment management
Issue Escalation
Account Management
Customer Relationship Management
Relationship Building
Public Speaking
Appointment Coordination
CRM Software
Team training and development
Languages
French
Native/ Bilingual
Swahili
Native/ Bilingual
Timeline
Customer Service Representative
Bank of America
03.2015 - Current
Client Advocate
The Advocator Group
03.2014 - 03.2015
Bank N. A. Branch Financial Sales Consultant
PNC
11.2013 - 03.2014
Human Services Counselor
City Of Portland Maine, Social Services
07.2012 - 07.2013
Relationship Manager
Key Bank ME
10.2010 - 07.2012
Bachelor's Degree - Social Work
University of Southern Maine School of Social Work