Chelsea Nelson

- Receive, review and assess cases. (Domestic Violence, school advocacy, elder abuse)

- Prepare request for missing essential discovery (i.e. memo books, Domestic Incident Report's, vouchers, BCI)

- Act as a liaison with the BWCU to obtain any missing footages.

- Communicate actively with police officers and liaisons regarding discovery documents.

- Document and track all requests on an excel sheet.

- Actively build relationships with clients using a defined consultative questioning approach, to be able to assist with their financial needs.

- Executed business knowledge and network by partnering with experts in small business lending and investments.

- Operated in a cash capable role managing over 20k daily, accurately and efficiently established on policies and procedures.

- Support customer engagement by processing teller transactions, sharing digital solutions and making appropriate introductions to bankers.

- Interact with customers and individuals to demonstrate care, build relationships and complete requested transactions.

- Perform routine transactional, operational and customer support tasks efficiently through knowledge of bank procedures and products as well as partners across the organization.

- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.

- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.

- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.

- Schedule clients according to their availability.

- Answer phones and greet clients in a personalized, friendly and inviting manner.

- Match clients with the best-suited tax professional for their needs.

- Help to ensure all clients needs were met during service both in person/over the phone.

- Maintain office cleanliness and organization of resources with team members.