Cornelia Dean
PINNACLE FINANCIAL PARTNERS
Nashville,TN
30
years of professional experience
Dynamic and dedicated professional seeking a full-time position, ready to contribute a positive attitude and a keen eye for detail that drives impactful results. Known for exceptional customer service skills and an extroverted nature, fostering strong relationships with clients and team members.
Work History
Financial Specialist
4 Years 10 Months- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
- Welcomed each client warmly upon entering the office to create a friendly atmosphere.
- Assist clients with their banking transactions such as deposits, withdrawals, payments, and balances in addition to performing office capture duties.
- Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
- Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to the Firm.
- Established new accounts. Completed necessary paperwork, confirmed client identities, and gathered required documentation.
- Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquiries, etc.
Fan Services
1 Year 6 Months- Welcomed guests, assisted with mobile ticketing, facilitated seating and wayfinding, and resolved visitor inquiries during Titans games and major stadium events.
Member Services Call Center Assistant Manager
8 Years- Provide direction and leadership to the Call Center Staff
- Facilitate staff meetings to recognize team success
- Assist in conducting annual performance reviews
- Develop staff to be capable of meeting current and future operating needs through training and coaching
- Answer calls from members inquiring about their checking account, savings account, IRA, or loan specifications.
- Issue cashier checks, transfer funds between accounts, wire funds, and fax & email documents per member request.
- Resolve online banking issues with bill pay procedures, reset passwords, resolve debit or credit card disputes on accounts.
Member Call Services/Loan Services Representative
6 Years 2 Months- Educating members on online banking, bill payer procedures, PAL system instructing, cross transfer guidance, check by phone for members to pay on loan or visa account.
- Communicating with members on a daily basis in reference to inquiries regarding their accounts with SFCU.
- Posting loans, mortgages, visa payments, issuing certified checks, wiring funds, and keeping confidential information involving accounts within the proper locations.
- Assist with transfers from one account to another, internet banking resetting, bill payer approval, verification of deposits from vendors, verify SSI Asset, corporate check balancing, verify fax (deposits, address changing, etc.)
- Email correspondence, process mail daily, skip pay approval for loans, open new membership applications (add beneficiary or joint member upon request) check credit report and chex system verifications which also include an OFAC report.
- Assist member on telephone with problems and inquiries concerning their accounts.
- Audit personal loans, car loans, credit card loans, and secured loans for accuracy on a daily basis.
- Input loan titles into spreadsheet and release titles to members upon request.
Bank Teller/Representative
6 Years 5 Months- Accepting deposits and withdrawals for customers; posting loan, mortgage, and visa payments.
- Issuing certified checks, wiring funds, filing reports for cash vault.
- Seeking resolution for missing deposits or errors, keeping confidential information involving accounts within proper locations.
Education
High School Diploma
Skills
Microsoft Word
PowerPoint
Excel
Access
Detail orientation
Cash flow management
Credit analysis
Financial auditing
Financial analysis
Professionalism and courtesy
Timeline
Financial Specialist
PINNACLE FINANCIAL PARTNERS
10.2021 - CurrentRead More
Fan Services
TENNESSEE TITANS ORGANIZATION
08.2015 - 02.2017Read More
Member Services Call Center Assistant Manager
CORNERSTONE FINANCIAL CREDIT UNION
10.2013 - 10.2021Read More
Member Call Services/Loan Services Representative
SOUTHEAST FINANCIAL CREDIT UNION
06.2007 - 08.2013Read More
Bank Teller/Representative
FIRST AMERICAN BANK/AMSOUTH BANK/REGIONS
01.1997 - 06.2003Read More
Dickson County High School
High School Diploma
Read More