Deborah Sanders
Brown Deer,IA
Summary
A Seasoned customer service professional with experience utilizing oral and written communication, active listening and analytical problem solving skills to establish trust and increase customer satisfaction.
Overview
20
20
years of professional experience
Work History
Support Specialist
Equiniti Trust Company/EQ Shareowner Services
04.2021 - Current
- Assist call center agents with identifying the needs of the shareowners and providing resolutions to their issues and concerns
- Taking escalated calls from call center agents and investigating and resolving customer issues and complaints.
- Meet personal/team qualitative and quantitiontive goals
- Making outbound calls to shareowners to discuss and resolve issues and complaints
Officer/Relationship Banker
JP Morgan Chase Bank NA
09.2014 - 04.2021
- Improve business prospects by managing acquisition and retention of clients.
- Enhance client satisfaction by forging strong
relationship with high value clients while delivering exceptional customer service. Maintain regular contact with clients via phone and in-person to ensure timely resolution of arising issues. - Research trends, identify opportunities, and implement strategies to expand client base. Represented brand by leading delivery of outstanding service and serving as first point of contact within branch
banking team. - Connected customers with Finance Specialists, supporting provision of specialized financial services to meet client needs.
- Boosted business by expanding branch’s high net worth customer base.
- Improved client retention rate through implementation of strategies and delivery of excellent customer service.
Assistant Vice President/Private Banker
BMO Harris Bank NA
05.2008 - 01.2014
- Harmonize operations across business network by collaborating with work teams in delivery of excellent service to clients.
- Ensured efficient delivery of services by serving as primary contact for high net worth clients. Improved operations efficiency by collaborating with commercial
- Enhanced brand visibility and positioned organization as business leader in Southeast Wisconsin through active engagement in community activities. Partnered with Wealth Advisor and developed investment management business.
- Assisted high value clients with trusts, full range banking services, and investment products. Improved profit generation by securing deposit revenue, expanding client base, and managing existing clients.
Review client services metrics and formulate strategies to improve efficiency. - Sustained client retention rate through efficient delivery of services to clients.
Assistant Vice President/Private Banker
Northern Trust
06.2004 - 05.2008
- Managed progressing banking relationships with key clients, business owners, and nonprofit organizations. Evaluated client relationships and implemented strategies to enhance client management processes.
- Spearheaded new business development by
identifying opportunities to cross-sell trust and investment management services. Reviewed structured and negotiated personal and
business banking loan requests. - Forged strong relationships with communities and community organizations through effective engagement and collaboration.
Education
Bachelor of Science - Business Administration
UW-Milwaukee
Milwaukee, WISkills
- Strong oral and written communication
- Active Listening
- Analytical problem-solving and conflict resolution
- Provide solutions to build and maintain client relationships
- Strong organization and attention to details
- Ability to work within a team environment as well as working independently
- Ability to multi-task and work within a fast paced environment
Timeline
Support Specialist
Equiniti Trust Company/EQ Shareowner Services
04.2021 - Current
Officer/Relationship Banker
JP Morgan Chase Bank NA
09.2014 - 04.2021
Assistant Vice President/Private Banker
BMO Harris Bank NA
05.2008 - 01.2014
Assistant Vice President/Private Banker
Northern Trust
06.2004 - 05.2008
Bachelor of Science - Business Administration
UW-Milwaukee
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