David Wright
San Francisco,CA
Summary
Personable and dedicated Corporate service officer with extensive experience in Financial industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
18
18
years of professional experience
Work History
Corporate Service Officer
First Republic Bank
04.2018 - Current
- Provided exceptional customer service to private clients and their employees; responded to inquiries in a timely manner.
- Answered incoming calls and emails promptly and professionally.
- Monitored employee performance against agreed objectives to ensure targets are met.
- Evaluated customer feedback surveys to identify areas of improvement in service delivery.
- Developed strong relationships with high-net worth individuals by providing personalized services.
- Maintained an up-to-date knowledge base of financial products available in the marketplace; advised clients accordingly.
- Coached, mentored and trained team members in order to improve their job performance.
Treasury Service Associate 2
Wells Fargo Bank
San Francisco, CA
01.2017 - 04.2018
- Developed strong relationships with high-net worth individuals by providing personalized services.
- Provided exceptional customer service to private clients and their families; responded to inquiries in a timely manner.
- Analyzed current market trends to identify potential investments that would best meet the needs of private clients.
- Participated in regular meetings with senior leadership team to discuss strategic plans for managing private client accounts.
- Provided training and mentorship support to junior staff members working on projects related to private client accounts.
Customer Service Representative 1&2
Wells Fargo Bank
Concord, CA
01.2014 - 01.2017
- Resolved routine inquiries and complaints from internal and external customers regarding online and financial products such as Business Online Banking.
- Developed online business strategies to maximize revenue growth.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Provided customer service support to business customers via telephone, email and live chat.
- Cross-sold bank products such as credit cards, loans, and insurance policies.
- Adhered to all applicable laws, regulations, policies, and procedures relating to financial services.
Premier Sales/Online Customer Service Representative
Wells Fargo Bank
Concord, CA
01.2006 - 01.2011
- Resolved routine inquiries and complaints from internal and external customers regarding online and financial products such as Business Online Banking.
- Answered customer inquiries via phone, email and live chat.
- Provided technical assistance to customers with product setup and usage.
- Resolved customer complaints in a timely manner.
- Assisted customers with account maintenance issues such as password resets, order tracking and payment processing.
- Generated reports on customer service metrics and analysis of customer satisfaction surveys.
- Maintained database of client information, including contact information and purchase history.
- Suggested additional products or services to meet the needs of customers.
Education
Associate of Arts - Public Relations
Contra Costa College
San Pablo, CA06-1996
High School Diploma -
Mcclymonds High School
Oakland, CA06-1993
Skills
- Relationship Management
- Client Needs Assessment
- Financial Planning
- Analytical Thinking
- Microsoft Excel
- Client Confidentiality
- Account Management
- Portfolio Management
- Financial Goal Planning
- Financial Plan Development
- Risk Assessment
- Customer Expectations Management
Volunteer
- Mentoring students in academic and Sporting activities
- Assisting elderly or homeless people in their daily grooming and meals
Timeline
Corporate Service Officer
First Republic Bank
04.2018 - Current
Treasury Service Associate 2
Wells Fargo Bank
01.2017 - 04.2018
Customer Service Representative 1&2
Wells Fargo Bank
01.2014 - 01.2017
Premier Sales/Online Customer Service Representative
Wells Fargo Bank
01.2006 - 01.2011
Associate of Arts - Public Relations
Contra Costa College
High School Diploma -
Mcclymonds High School