Darcy Wheeler
New Milford,CT
Summary
Hardworking employee with strong customer service, multitasking, and time management abilities and a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed to enhancing department performance and customer experience.
Overview
23
23
years of professional experience
Work History
Senior Relationship Specialist
Union Savings Bank
New Milford, CT
01.2014 - Current
- Developed and maintained relationships with customers to ensure satisfaction and loyalty.
- Provided superior customer service through transactions and account openings.
- Managed customer inquiries, complaints, feedbacks, and escalated issues in a timely manner.
- Developed and maintained customer relationships by utilizing active listening, effective communication and interpersonal skills.
- Addressed customer questions and concerns regarding products and services.
- Ensured confidentiality and compliance while abiding by all bank policies, and procedures.
Customer Service Representative
Union Savings Bank
New Milford, CT
12.2003 - 01.2014
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer issues in a timely manner.
- Developed strong relationships with customers by providing personalized assistance and support.
- Promoted available products and services to customers during conversations.
- Surpassed sales goals quarterly.
- Processed customer transactions accurately in a timely manner while providing excellent customer service.
Loan Servicing Representative
Union Savings Bank
Danbury, CT
09.2001 - 12.2003
- Analyzed and resolved customer inquiries regarding loan terms, payment options, and account balances.
- Prepared amortization schedules to assist borrowers with repayment plans.
- Processed requests for payoff statements and coordinates wire transfers accordingly.
- Processed loan modifications and assumptions.
Education
Bachelor of Science - Political Science
Western Connecticut State University
Danbury, CT05-2006
Master of Science - Finance
Cambridge College - WA
Bellevue, WASkills
- Attention to Detail
- Relationship Building
- Service Assistance
- Customer Service
- Effective Customer Communication
- Critical Thinking
- Deadline Management
- Time Management
- Product recommendations
- Account Set Up
- Regulatory Compliance
Affiliations
- Girl Scouts of Connecticut, Troop Leader - 2015-present
- Greater New Milford Business Association, Treasurer - 2015- present
- New Milford PTO, Volunteer Coordinator - 2023-2024
- America 250, Treasurer - 2023-present
Timeline
Senior Relationship Specialist
Union Savings Bank
01.2014 - Current
Customer Service Representative
Union Savings Bank
12.2003 - 01.2014
Loan Servicing Representative
Union Savings Bank
09.2001 - 12.2003
Bachelor of Science - Political Science
Western Connecticut State University
Master of Science - Finance
Cambridge College - WA
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