Claudia Ramirez
Sanford
Summary
Consumer Banking Specialist with extensive experience at Synchrony Bank, recognized for excellence in banking support and customer relationship management. Proven ability to navigate complex systems while ensuring compliance and delivering exceptional service. Bilingual communicator with strong problem-solving skills, dedicated to enhancing customer satisfaction and operational efficiency. Expertise in account management, financial advising, and effective resolution of banking issues, resulting in high productivity and positive client experiences.
Overview
6
6
years of professional experience
Work History
Consumer Banking Specialist
Synchrony Bank
07.2023 - Current
- Provide white glove service for customers in Core Banking, IRA, and INH IRA accounts.
- Open and close accounts, transfer funds, and troubleshoot online access issues.
- Assist customers in setting up CD instructions and completing required forms.
- Guide users through online platforms to navigate account services and requests.
- Handle INH IRA callback requests and verify successful resolution.
- Follow up with customers to ensure satisfaction and task completion.
- Utilize multiple internal systems to research, process, and support efficient solutions.
Estate Specialist
Synchrony Bank
07.2019 - 07.2023
- Handle sensitive estate account matters with confidentiality and accuracy.
- Process documentation related to deceased account holders, including verifying legal paperwork.
- Communicate with legal representatives, beneficiaries, and other institutions to ensure proper resolution of estate claims.
- Maintain compliance with bank policies and state/federal regulations.
Senior Representative - Media & Affidavit
Synchrony Bank
07.2019 - 07.2023
- Manage media requests and affidavit documentation to support legal or administrative procedures.
- Prepare, review, and process affidavits in response to customer or court requirements.
- Collaborate with cross-functional teams to ensure timely and accurate submissions.
- Track case progress and document handling through internal systems.
Education
Bachelor of Science - Communication Sciences and Disorders
University of Central Florida
01.1998
Skills
- Core banking support
- Estate account management
- Media processing and affidavits
- Customer relationship management
- Online banking troubleshooting
- Problem solving and research
- Multi-system navigation
- Communication and follow-up
- Documentation and compliance
- Conflict resolution
- Attention to detail
- Adaptability in fast-paced environments
- Time management
- Microsoft Office Suite proficiency
- Data entry and record keeping
- Bilingual communication
Timeline
Consumer Banking Specialist
Synchrony Bank
07.2023 - Current
Estate Specialist
Synchrony Bank
07.2019 - 07.2023
Senior Representative - Media & Affidavit
Synchrony Bank
07.2019 - 07.2023
Bachelor of Science - Communication Sciences and Disorders
University of Central Florida
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