Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Dany Shafie

Crowley

Summary

Analytical and high-integrity banker recognized for consistently exceeding client expectations and organizational goals while upholding company values with utmost integrity. First-rate ability to achieve positive outcomes that benefit the company and contribute to ongoing client relationships. Impressive history as an essential member of core banking teams beyond job requirements, but as a true partner in using finance to deliver sustainable and profitable outcomes. Offering valuable experience in process and operationally focused finance and accounting analysis across multiple facets. Unwilling to settle for average; seeking to continuously improve profitability, productivity, accountability, and bottom-line financial results. Consistently driven to provide exceptional organization skills, problem-solving and critical thinking.

Highly skilled Escalation Specialist with wide-ranging experience in customer issue resolution, strategic problem-solving and team leadership. Strong ability to facilitate communication between clients and technical teams, ensuring prompt resolution of complex issues while maintaining high levels of client satisfaction. Focused on improving operational efficiency and boosting team performance by leveraging strong organizational and decision-making skills. Resolved numerous escalated cases successfully, resulting in improved customer retention rates.

Overview

11
11
years of professional experience

Work History

Senior Escalation Specialist

Wells Fargo
Irving
02.2024 - Current
  • Documented detailed reports of all escalations and resolutions.
  • Utilized various software programs to document resolutions.
  • Developed effective communication plans between clients and internal teams during an escalation situation.
  • Provided technical support to customers with escalated issues.
  • Investigated customer complaints and identified root cause of the issue.
  • Performed research on customer inquiries prior to escalating them for further review.
  • Participated in regular meetings with management team members to discuss best practices in resolving escalations quickly and efficiently.

Personal and Business Banker

Wells Fargo
Fort Worth
07.2017 - 02.2024
  • Promoted to advise current and prospective customers on bank products and services that are best suited to their needs.
  • Charged with identifying potential clients to reach out and present financial products to.
  • Resolve problems and issues with banking services.
  • Maintain professional appearance and behavior for customers at all times.
  • Provide access and servicing to safe deposit box customers.
  • Perform daily office tasks, including account transactions and maintenance.
  • Conduct individual financial analysis to determine appropriate loan and credit options.
  • Leveraged experience in training obtained from Wells Fargo to save the company more than $500K in losses.
  • Earned recognition from manager and direct manager for outstanding work performance.
  • Obtained certifications via Wells Fargo training to provide customer with direct information to help with growth.
  • Propelled company growth through utilizing knowledge and resources acquired by certifications and quarterly training to stay abreast of updates in the financial sector.
  • Helped identify solutions and alternatives for consumer and business clients within business guidelines.
  • Executed transactions related to loans including origination, closing, disbursement and servicing activities.

Lead Teller

Wells Fargo
Fort Worth
09.2014 - 07.2017
  • Secured confidential information and records using the highest of standards.
  • Maintained positive professional relationships with customers and coworkers.
  • Played an instrumental role in training and developing incoming employees.
  • Handled customers' inquiries and followed-up as required.

Education

Bachelor's Degree - Business Management

Saginaw Valley State University
University Center, MI

Skills

  • Financial Operations & Accountability
  • Financial Reporting & Documentation
  • Cash Management
  • Profit and Loss (P&L) Reporting
  • Quantitative Analysis
  • Customer Service & Satisfaction
  • Strategic Direction & Tactical Execution
  • Transaction Processing
  • Business Strategy & Planning
  • Sales & Marketing Strategy
  • Process Improvement & Optimization
  • Team Building
  • Training
  • Leadership

Timeline

Senior Escalation Specialist

Wells Fargo
02.2024 - Current

Personal and Business Banker

Wells Fargo
07.2017 - 02.2024

Lead Teller

Wells Fargo
09.2014 - 07.2017

Bachelor's Degree - Business Management

Saginaw Valley State University
Dany Shafie