Summary
Overview
Work History
Education
Skills
Timeline
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Crystal McMillan

Newton,North Carolina

Summary

Detail-oriented individual with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

22
22
years of professional experience

Work History

Personal Banker

Wells Fargo
09.2013 - Current
  • Maintained compliance with policies and regulations while executing various financial transactions for customers.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Responded and resolve customer inquiries regarding new accounts and account services
  • Verified customer identity and reviewed documentation for accuracy.
  • Explained account terms and conditions to customers.
  • Communicate with customers through inbound and outbound calling.

Assistant Center Manager

CitiFinancial
08.2009 - 06.2012
  • Utilized skip tracing programs to collect payment from customers.
  • Planned agreeable payment arrangements to pay off current debt.
  • Conducted legal remedies to collect on liabilities
  • Executed judgement to handle collection account for repayment.
  • Evaluated employee performance against established benchmarks for continuous improvement opportunities.
  • Managed client records in compliance with privacy regulations, ensuring confidentiality of sensitive information at all times.
  • Work independently to achieved team collection goals

Escalation Specialist

Citi Cards
03.2002 - 08.2009
  • Resolved customer complaints by effectively managing escalations and addressing concerns in timely manner.
  • Collaborated with cross-functional teams to identify root causes of escalated issues and implement long-term solutions.
  • Streamlined escalation process by developing clear communication guidelines for team members and stakeholders.
  • Provided expert guidance to colleagues on resolving high-priority cases, sharing knowledge and expertise across team.

Education

Associate of Science - Science Education

Mitchell Community College
Statesville, NC
05.2016

Skills

  • Customer Service
  • Issues Resolution
  • Regulatory Compliance
  • Accounting and Finance
  • Excellent Communication
  • Fee Collection

Timeline

Personal Banker

Wells Fargo
09.2013 - Current

Assistant Center Manager

CitiFinancial
08.2009 - 06.2012

Escalation Specialist

Citi Cards
03.2002 - 08.2009

Associate of Science - Science Education

Mitchell Community College

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Crystal McMillan