Claudell Charlemagne
Pembroke Piness,FL
Summary
Looking for a position in the private banking sector where my excellent customer service skills, problems solving abilities and enthusiasm will be of value.
Overview
17
17
years of professional experience
Work History
Relationship Manager
Customers Bank
New York, NY
04.2024 - 07.2026
- Managed client relationships to enhance satisfaction and retention.
- Facilitated communication between clients and internal teams for seamless service delivery.
- Analyzed customer feedback to identify areas for product improvement and service enhancement.
- Routinely visited clients at their office to address to identify cross-selling opportunities.
- Approved domestic and international wires on our Internal System in conformity with bank's procedures and policies.
- Assisted clients with processing Remote Official Checks; submitted Loan Advances and payments along with other negotiable instruments.
- Trained clients on our Internal Online System
- Managed daily account overdrafts and returned checks.
Relationship Anager
Signature Bank/Flagstar Private Client Group
New York, NY
07.2022 - 04.2024
- Cultivated strong client relationships through personalized communication and collaborated closely with my group director on issues that required prompt escalation.
- Managed a staff of 3 employees; trained them on how to provide superior customer service and oversaw their day-to-day activities.
- Promoted good time management and work efficiency.
- Reviewed the overdraft reports, significant balance changes, loans and dormant accounts.
- Cross-sold our products and services and shared best practices with my staff.
- Reviewed wires for the internal audits to ensure forms were properly completed and were in conformity with guidelines.
Senior Client Associate/Officer
Signature Bank Private Client Group
New York, NY
02.2009 - 07.2022
- Serviced a large book of high network clients; managed the relationships to ensure personalized service and satisfaction.
- Coordinated complex financial transactions for those clients.
- Managed new Rent Security setup and account closeouts.
- Processed high value wires, collection items and partnered with the tellers to make deposits and issue bank checks.
- Proactively worked with our cross-functional teams to enhance service delivery and operational efficiency.
- Processed credit card applications and served as a liaison between the clients and our back office.
Education
Bachelor of Arts - Health Sciences
Brooklyn College
Brooklyn, NY02-2003
Skills
- Relationship building and management
- Client retention
- Excellent communication
Timeline
Relationship Manager
Customers Bank
04.2024 - 07.2026
Relationship Anager
Signature Bank/Flagstar Private Client Group
07.2022 - 04.2024
Senior Client Associate/Officer
Signature Bank Private Client Group
02.2009 - 07.2022
Bachelor of Arts - Health Sciences
Brooklyn College