Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Danielle Kugel

Clearfield,UT

Summary

Dynamic and results-driven professional with a proven track record at U.S. Bank, enhancing client relationships and community engagement. Excelled in project management and adaptability, significantly improving client satisfaction. Skilled in prospecting and interpersonal communication, adept at transforming challenges into opportunities.

Overview

8
8
years of professional experience

Work History

Client Relationship Consultant

U.S. Bank
03.2023 - Current
  • - Perform daily transactions and assist customers with inquiries or concerns regarding their accounts
  • - Educate customers about U.S
  • Bank's latest products and their benefits
  • - Actively engage in community involvement by organizing tabling events and fostering partnerships with local businesses
  • - Collaborate with payments solutions representatives to support local businesses and enhance community relationships

Teller\banker

First Community Bank
12.2021 - 03.2023
  • - Conducted daily cash handling, including accepting deposits, withdrawals, and cashing checks
  • - Verified account holders and provided access to safety deposit boxes
  • - Addressed customer inquiries regarding account issues, debit cards, and online banking
  • - Promoted checking accounts and other products to both existing and potential customers

Customer Service Representative 3

Wells Fargo
Salt Lake City, Utah
11.2020 - 10.2021
  • Responded to internal inquiries from employees, including tellers, bankers, loan specialists, and managers, providing guidance on account maintenance and procedural questions.
  • - Successfully transitioned to the Advanced Resource (AR) team after five months, assisting Customer Service Representatives by offering detailed support on procedural inquiries and guiding them through maintenance submission processes.

Senior Account Specialist

Discover Financial Services
10.2019 - 10.2020
  • - Provided exceptional customer service by addressing inquiries related to bank accounts, including rates, maturity dates, and fees
  • - Handled account openings, closures, and disputes, including fraud and non-fraud disputes
  • - Assisted customers with various banking products, such as Certificate of Deposits, checking, and savings accounts

Loan Processor

Teleperformance
05.2019 - 10.2019
  • - Managed incoming calls from existing customers regarding loans and related inquiries
  • - Assisted military spouses with loan procedures during deployment
  • - Processed auto loans and boat loans after comprehensive training

Shift Manager

McDonald's
04.2017 - 03.2018
  • - Managed inventory and created work schedules
  • - Oversaw team members and ensured smooth operations during shifts
  • - Provided excellent customer service as a team member and shift manager

Education

Some College (No Degree) -

Salt Lake Community College
Salt Lake City, UT

Skills

  • Prospecting
  • Interpersonal skills
  • Active listening
  • Client engagement
  • Project management
  • Adaptability

References

  • Jenny Brookins 909-735-0182
  • Kathy graham (801) 510-1092
  • Connie (801) 560-5517

Timeline

Client Relationship Consultant

U.S. Bank
03.2023 - Current

Teller\banker

First Community Bank
12.2021 - 03.2023

Customer Service Representative 3

Wells Fargo
11.2020 - 10.2021

Senior Account Specialist

Discover Financial Services
10.2019 - 10.2020

Loan Processor

Teleperformance
05.2019 - 10.2019

Shift Manager

McDonald's
04.2017 - 03.2018

Some College (No Degree) -

Salt Lake Community College
Danielle Kugel