Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
SeniorSoftwareEngineer
Courtnee Pierson

Courtnee Pierson

567 Chauncey St Apt 2 Brooklyn,NY

Summary

Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.

Overview

8
8
years of professional experience

Work History

Client Service Associate

Bank Of Hapoalim
New York, NY
01.2023 - Current
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.
  • Responded to customer calls and emails to answer questions about products and services.
  • Prepared and submitted periodic review reports to keep management informed of sales activities and progress.
  • Handled OFAC inquiries between intermediary bank and beneficiary bank


Customer Experience Coordinator

TD Bank NA
New York, NY
12.2021 - 11.2022
  • Worked with clients to address and respond to client and partnership management issues.
  • Continually boosted branch production and revenue by 15% by consistently meeting all monthly and quarterly sales goals.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted bank's products and services by consistently cross-selling to customers.

Branch Ambassador

Capital One
Brooklyn, NY
06.2015 - 10.2021
  • Reviewed risk reports to identify concerning activities and informed area managers for prompt action.
  • Adequately assisted with quarterly surprise audits with branch compliance review on monetary / proprietary handling and management while identifying risks for correction.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Supervised and directed order of funds management for ATM servicing and bank teller utilization.
  • Improved over all efficiency by 35% by anticipating needs and providing outstanding support

Education

Associate of Science - Medical Assisting

ASA College
Brooklyn, NY
06.2005

Skills

  • Microsoft Office
  • Salesforce
  • Policies And Procedures
  • Verbal And Written Communication
  • Account management
  • Report preparation
  • Ability to build strong customer rapport
  • Ability to multitask and prioritize in high paced environment
  • Teamwork
  • Fraud detection
  • Dispute Resolution
  • Corporate processes and procedures
  • Service standard compliance

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Quote

Your time is limited, so don’t waste it living someone else’s life.
Steve Jobs

Timeline

Client Service Associate

Bank Of Hapoalim
01.2023 - Current

Customer Experience Coordinator

TD Bank NA
12.2021 - 11.2022

Branch Ambassador

Capital One
06.2015 - 10.2021

Associate of Science - Medical Assisting

ASA College

Similar Profiles

CREATE PROFILE
Courtnee Pierson