CAROL K ANDERSON
Stuart,USA
Summary
Experienced Customer Service consultant in the Banking industry. Demonstrates strong interpersonal skills and a positive attitude. Proven ability to establish rapport with clients and ensure customer satisfaction. Results-oriented and passionate about building relationships, cultivating partnerships, and driving business growth.
Overview
27
27
years of professional experience
Work History
Client Advisor II
Seacoast Bank
01.2022 - Current
- Sought out appropriate management in more complex financial matters.
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Relationship Banker
Ibiera Bank
07.2021 - 01.2022
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Assisted customers with completing required forms for opening and closing bank accounts.
Universal Branch Specialist
PNC Bank
01.2008 - 02.2021
- Met or exceeded sales goals by promoting bank products and services in every interaction
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Reviewed business packages and offered expert advice
- Advised customers on bank products, services and financial planning options
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies
Branch Banker
National City Bank
01.2003 - 12.2008
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings
- Maintained confidentiality of banking records and client information to avoid possible data breaches
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions
Customer Service Associate
Fidelity Federal Bank
01.2000 - 01.2003
- Met or exceeded sales goals by promoting bank products and services in every interaction
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
- Reduced bank losses by setting successful risk management policies
Customer Service Representative
Top Fashion Clothing
01.1998 - 01.2000
- Assessed customer needs and upsold products and services to maximize sales
- Informed customers about billing procedures, processed payments and provided payment option setup assistance
- Escalated customer concerns, store issues and inventory requirements to supervisors
Education
High School -
North Shore Senior High School
Real Estate - undefined
Gold Cost School
Skills
- Sales
- Staff Management
- Sales Goals
- Management Reporting
- Cash Deposits and Receipts
- Active listening
- Teambuilding
- Organizational skills
- Team Leadership
Timeline
Client Advisor II
Seacoast Bank
01.2022 - Current
Relationship Banker
Ibiera Bank
07.2021 - 01.2022
Universal Branch Specialist
PNC Bank
01.2008 - 02.2021
Branch Banker
National City Bank
01.2003 - 12.2008
Customer Service Associate
Fidelity Federal Bank
01.2000 - 01.2003
Customer Service Representative
Top Fashion Clothing
01.1998 - 01.2000
Real Estate - undefined
Gold Cost School
High School -
North Shore Senior High School
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