Experienced with managing sensitive information and executive support. Managed document disclosures with precision, ensuring accuracy and confidentiality. Demonstrated analytical skills and strong attention to detail.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Customer Service Representative
First National Bank and Trust a Division of Bank First N.A.,
Beloit, WI
05.2022 - Current
Resolved customer inquiries efficiently, ensuring high satisfaction and loyalty.
Trained new staff on customer service protocols and banking software.
Mentored junior representatives, fostering skill development and improving team performance.
Led initiatives to improve operational workflows, resulting in enhanced efficiency across departments.
Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
Universal Personal Banker
First National Bank and Trust Co.,
Beloit, WI
05.2022 - Current
Managed client accounts, ensuring accurate record-keeping and compliance with banking regulations.
Provided personalized financial advice, enhancing customer relationships and satisfaction levels.
Collaborated with team members to streamline loan processing procedures, improving efficiency.