Connie Brummund
Necedah
Summary
Senior client support specialist with expertise in delivering comprehensive solutions for diverse client issues. Proven strengths in problem-solving and relationship-building, leveraging technical knowledge to enhance customer satisfaction. Recognized for driving process efficiency improvements and providing high-quality service that fosters trust and long-term client loyalty.
Overview
1
1
Certification
24
24
years of professional experience
Work History
Senior Client Support Specialist-CCC
One Community Bank
Adams
07.2022 - Current
- Cultivated strong client relationships by providing exceptional support and resolving issues effectively.
- Surpassed client expectations through proactive communication and comprehensive follow-ups.
- Delivered tailored solutions via phone or email to address client needs promptly.
- Handled inquiries related to deposits, loans, debit and credit cards, online and mobile banking.
- Processed loan and credit card applications efficiently over the phone.
- Utilized knowledge of compliance and security procedures to make informed decisions swiftly.
- Adapted quickly in a fast-paced call center environment by collaborating with colleagues.
- Managed various tasks alone in a structured work environment., ensuring meticulous attention to detail.
Client Relationship Consultant 3
US Bank Portage, WI
Mountain Home
09.2021 - 06.2022
- Conducted proactive outreach to identify clients' financial needs and preferences.
- Assessed banking needs to provide tailored deposit and loan solutions.
- Delivered optimal client experiences through personalized interactions during transactions.
- Built lasting client relationships via in-person and virtual consultations.
- Streamlined account opening for consumer and business clients, ensuring timely and accurate service request processing.
- Collaborated with branch team members to enhance service delivery standards.
- Sustained knowledge of consumer and business banking products, focusing on digital services.
- Guided clients on emerging self-service digital tools to support their financial goals.
Relationship Banker/Bank Branch Manager
BMO Harris Bank
Mauston
02.2015 - 04.2021
- Led team to meet business objectives while enhancing customer service experience.
- Conducted sales calls and built referral networks, contributing to revenue growth.
- Probed customer needs in personal banking, integrating marketing promotions into discussions.
- Coordinated service requests with follow-up that surpassed customer expectations.
- Identified potential clients by researching market trends and networking opportunities. to strengthen customer relationships and improve overall experience.
- Developed training plans addressing skill gaps, improving team performance through targeted coaching.
- Supported community initiatives to enhance bank visibility and attract new business.
- Executed operational activities ensuring compliance with legal and regulatory standards.
Owner
Brummund Farm
09.2012 - 04.2021
- Oversaw daily operations, collaborating with WTC teacher, FSA, vet, and local cooperatives to streamline processes.
- Managed procurement of cattle machinery supplies, supporting operational efficiency.
- Maintained accurate records for dairy and beef farm operations, ensuring compliance and traceability.
MSR/New Accounts
Tomah Area Credit Union
Tomah
10.2002 - 09.2012
- Provided comprehensive member service for all account types, including IRAs, business, and personal accounts.
- Responded to incoming calls from members to address inquiries and provide assistance., directed members to appropriate staff, and resolved member issues efficiently.
- Created procedures for new accounts department, streamlining processes for improved efficiency.
- Trained new staff on proper procedures and scheduling to promote consistency.
- Ensured department compliance with financial industry regulations through regular updates.
- Maintained updated spreadsheets for debit card disputes, compliance, and account statistics.
- Managed deceased accounts with sensitivity, liaising with local funeral homes to ensure respectful handling.
- Collaborated with marketing to launch youth accounts in local schools.
MSR/Counter Staff
Tomah Area Credit Union
Tomah
08.2002 - 10.2002
- Processed cash handling transactions to ensure accurate and timely service for members.
- Cross-sold TACU services to increase member engagement and satisfaction.
- Answered phone inquiries and guided members to appropriate services to address their needs.
Education
DIPLOMA -
ROYALL HIGH SCHOOL
ELROY, WI05-1983
COMPUTER CLASSES -
WTC
Mauston, WISkills
- Client relationship management
- Issue resolution
- Customer service excellence
- Attention to detail
- Multitasking ability
- Compliance management
- Team collaboration
- Initiative and autonomy
Activities
- Started as a Den Leader in 1996 in Cub Scouts.
- Formed the New Lisbon Boy Scout Troop #203, active leader until 2010.
- Volunteer for multiple groups including the Touched Twice Clinic and Lunch in the Park program.
- Spearheaded Coats for Kids program for local schools while at BMO Harris Bank.
- Volunteer clerk for Juneau County Fair auction during the fair.
Accomplishments
- 2016 Top 100 Bankers BMO
Certification
- NMLS
Affiliations
- Cub and Boys Scouts leader
- Volunteer-Touched Twice Clinic
- Coat drive while working at BMO
Timeline
Senior Client Support Specialist-CCC
One Community Bank
07.2022 - Current
Client Relationship Consultant 3
US Bank Portage, WI
09.2021 - 06.2022
Relationship Banker/Bank Branch Manager
BMO Harris Bank
02.2015 - 04.2021
Owner
Brummund Farm
09.2012 - 04.2021
MSR/New Accounts
Tomah Area Credit Union
10.2002 - 09.2012
MSR/Counter Staff
Tomah Area Credit Union
08.2002 - 10.2002
DIPLOMA -
ROYALL HIGH SCHOOL
COMPUTER CLASSES -
WTC