CODY YOUNG

Provided support to clients in managing their wealth and investments.

• Increased customer retention rates through personalized follow-ups and timely resolution of concerns.
• money movement
• Facilitated brokerage account openings.
• Performed credit card account management duties.
• Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
• Collaborated with other departments to develop ways to increase customer satisfaction.

• Developed and implemented process improvements that reduced turnaround times for client requests.
• Streamlined operational workflows to enhance efficiency and productivity across multiple teams.
• Analyzed operational data to identify trends, driving accurate decision-making and resource allocation.
• Led cross-functional teams in executing strategic initiatives aligned with corporate objectives.
• Ensured compliance with regulatory standards through meticulous oversight of operational procedures.
• Facilitated training sessions on process enhancements, promoting continuous improvement within the organization.
• Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
• Collected, arranged, and input information into the database system.
• Resolved client inquiries efficiently, enhancing satisfaction through effective communication and problem-solving skills.
• Managed account updates and ensured accurate documentation in CRM systems, streamlining service delivery processes.
• Collaborated with cross-functional teams to develop tailored solutions, improving overall client engagement strategies.
• Implemented feedback mechanisms to gather client insights, driving continuous improvement initiatives across services offered.
• Handled sensitive client information with discretion, ensuring confidentiality at all times.
• Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
• Managed incoming calls, providing prompt and accurate information to clients about products and services.
• Maintained accurate record-keeping with proactive attention to client information updates.
• Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.
• Identified and resolved discrepancies and errors in customer accounts.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Provided white glove service for wealth management clients as well as consumer clients.
• Worked closely with Financial advisors, Client associate and Financial solution advisor to facilitate account openings.
• Worked as a client service Representative, Online banking associate and an operations specialist from 2013 to present.

• Installed and maintained various types of cable infrastructure for residential and commercial clients.
• Diagnosed and resolved technical issues to ensure optimal network performance and customer satisfaction.
• Collaborated with team members to troubleshoot complex connectivity problems, enhancing service efficiency.
• Trained junior technicians on installation techniques and safety protocols, fostering skill development within the team.
• Handled emergency repairs quickly to minimize downtime and restore full service as soon as possible.
• Tested cables using tools such as volt-OHM meters, spectrum analyzers, and signal level meters.
• Completed new connects, reconnects, disconnects, and service changes for residential and commercial customers.
• Maintained safety standards during installations, reducing the incidence of workplace accidents.
• Installed data and telephone cable lines between outside underground or pole lines and residential and commercial buildings.
• Operated equipment, vehicles, and tools with optimal safety procedures to prevent injuries.
• Coordinated with customers to meet needs and requirements swiftly and to high standards.
• Assembled communication equipment such as wiring, switching equipment, and power apparatus.

• Professional Development: