Daniele Hadley
Milwaukee,WI
Summary
Experienced in a fast-paced banking environment, adept at financial analysis and delivering exceptional customer service. Known for meticulous attention to detail and efficient handling of complex transactions. Seeking a transition into a new field to apply dedication to delivering high-quality service and achieving positive outcomes.
Overview
23
23
years of professional experience
Work History
Wealth Managment Banker
US Bank NA
09.2015 - 07.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Customer Service Lead
Wells Fargo Home Mortgage
09.2001 - 07.2015
- Provided ongoing support to team members through mentoring, coaching, and skill development sessions.
- Managed escalated customer issues, ensuring swift resolution and maintaining positive relationships with clients.
- Conducted regular performance evaluations, setting clear expectations and providing constructive feedback to support professional growth.
- Reduced average handle time by providing ongoing coaching on efficient call handling techniques.
- Reviewed customer survey results periodically to identify patterns of dissatisfaction and address them proactively within the team.
- Collaborated with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting and bankruptcies.
- Verified legal documents for correct acknowledgments and legal and lien information.
Education
No Degree - Business Administration And Management
Sinclair Community College
Dayton, OHSkills
- Quality assurance
- Call monitoring
- Coaching and mentoring
- Strong communication skills
- Microsoft dynamics 365
- Innovative thinking
- Creative solutions
- Visionary leadership
Timeline
Wealth Managment Banker
US Bank NA
09.2015 - 07.2024
Customer Service Lead
Wells Fargo Home Mortgage
09.2001 - 07.2015
No Degree - Business Administration And Management
Sinclair Community College
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