Experienced in client support, excelling at resolving complex issues and ensuring customer satisfaction. Effective communication skills, conflict resolution abilities, and technical expertise enable exceptional assistance. Collaborative team player dedicated to achieving results and readily adapting to evolving needs. Strong organizational abilities, empathy, and problem-solving skills consistently deliver high-quality support.
Overview
7
7
years of professional experience
Work History
Client Support Specialist
First Republic Bank
05.2022 - 07.2024
Responded to all banker inquiries and asked appropriate questions to facilitate resolution.
Provided suggestions for process, application or documentation improvement.
Delivered exceptional customer service to every banker by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Assisted bankers and Branch managers with all support needs including but not limited to procedural, technical, regulatory and functional guidance
Collaborated closely with cross-functional teams to ensure comprehensive resolutions for clients'' concerns.
Actively participated in weekly team meetings, contributing valuable insights from direct client feedback.
Managed multiple tasks simultaneously, ensuring all deadlines were met without compromising quality standards.
Interacted with team members across departments to research and resolve customer issues.
Reduced response times with thorough monitoring of incoming inquiries and prioritizing urgent cases.
Contributed to team success by sharing best practices and collaborating on challenging cases with colleagues.
Branch Supervisor
Nuvision Credit Union
07.2019 - 04.2022
Responsible for cross selling all credit union products and services and meeting minimum referral standards
Responsible for tellers meeting minimum referral standards
Assist at other bank locations based on business and staffing requirements
Receive checks and cash for deposit, verify amounts, and examine checks endorsements
Accepts loan payments and apply to customers’ accounts
Responsible for staff scheduling, approvals, and overrides
Selling and ordering cash, balancing the vault, and cash counting vault and teller drawers
Senior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic BankSenior Preferred Banker (March 2021 - July 2024), Preferred Banker (August 2015 - March 2021) at First Republic Bank