Accomplished Customer Experience Agent with extensive experience providing quality services in challenging environments. Establishes relationships with customers, analyzes customer needs and resolves complaints. Possesses excellent communication and problem-solving skills.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Customer Experience Banker
Huntington National Bank
10.2022 - 07.2024
Demonstrated exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Responsible for Growing and maintaining consumer and business customer relationships by proactively identifying financial goals and needs.
Engaged in cross-selling and up-selling activities to enhance customers' experiences and generate revenue.
Used critical thinking to break down problems, evaluate solutions and make decisions
Managed time efficiently in order to complete all tasks within deadlines
Sr. Customer Care Consultant
Ally Bank
01.2021 - 05.2022
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Responded to customer needs through competent customer service and prompt problem-solving.
Assisted call-in customers with questions and orders.
Navigated multiple computer systems and applications to find information.
Communicated with clients regarding account services, statements, and balances.
Self-motivated, with a strong sense of personal responsibility
Proven ability to learn quickly and adapt to new situations
Paraprofessional Substitute
Forest Lake School District
10.2019 - 05.2020
Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
Kept classrooms clean, neat, and properly sanitized for student health and classroom efficiency.
Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
Relieved classroom teacher during breaks and maintained order and structure in classroom.
Assisted in maintaining engaging and respectful educational environment by promoting discipline and cooperation.
Server
Sal's Angus Grill
05.2017 - 11.2019
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Cultivated warm relationships with regular customers.
Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Paraprofessional Substitute
Teachers On Call, A Kelly Services® Company
02.2017 - 09.2019
Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
Kept classrooms clean, neat, and properly sanitized for student health and classroom efficiency.
Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
Relieved classroom teacher during breaks and maintained order and structure in classroom.
Assisted in maintaining engaging and respectful educational environment by promoting discipline and cooperation.
Sr. Real Estate Title Specialist
Affinity Plus Federal Credit Union
10.2015 - 02.2017
Reviewed and executed confidential documents, contracts and disclosures.
Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
Prepared and presented contracts and other legal documents to clients.
Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
Obtained clear title by ordering title reports; resolving title defects; satisfying existing liens and encumbrances against property or principals
Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
Worked effectively in fast-paced environments
Managed time efficiently in order to complete all tasks within deadlines
Demonstrated respect, friendliness and willingness to help wherever needed
Investor Relations Specialist
Affinity Plus Federal Credit Union
09.2013 - 09.2015
Created and maintained precise and accurate models, charts and reports.
Assisted in preparation of presentations, data tables and other documents for investor meetings.
Generated comprehensive reports on portfolio performance and risk assessment.
Developed financial projections and forecasts to guide investment decisions.
Created financial strategies to optimize portfolio performance and reduce risk.
Conducted due diligence on potential investments and presented findings to investors.
Monitored market trends and news to identify emerging opportunities.
Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
Jr. Accounting Specialist
Affinity Plus Federal Credit Union
08.2012 - 09.2013
Investigated daily variances and corrected errors to resolve discrepancies.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Negotiated services and paid out monthly vendors.
Processed employee reimbursement requests.
Assisted in preparation of annual budgets, forecasts, and year end operating expense reconciliations.
Member Advisor
Affinity Plus Federal Credit Union
12.2009 - 08.2012
Opened customer accounts and provided deposit and withdrawal receipts.
Executed a strong ability and drive to build open and honest relationships with each member.
Partnered with members to create a personal budget that led to their long-term financial goals.
Assisted with all Members lending needs from credit cards to home buying.
Responsible for loan processing and underwriting review of peers.
Acted as a Solutions Advisor to assist members with past due loans to find creative alternatives to debt repayment.
Personal Banker
Wells Fargo
04.2008 - 09.2009
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Cross-sold bank products and services to meet customer needs and provide options.
Promoted financial products by maintaining excellent service offering knowledge.
Lead Teller
Wells Fargo
11.2006 - 04.2008
Managed daily bank operations by processing customer transactions and providing exceptional customer service.
Recognized and prevented fraudulent activities and suspicious transactions.
Mentored and trained new tellers on bank procedures and customer service standards.
Introduced customers to other bank team members to help meet financial needs.
Teller
Wells Fargo
06.2005 - 11.2006
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.