Desmond Kaduck
Summary
Detail-oriented Trust Officer with expertise in estate planning, trust administration, and fiduciary services. Skilled in critical thinking and problem-solving, facilitating effective management of complex trust portfolios. Focused on fostering strong client relationships while maintaining the highest standards of fiduciary responsibility.
Overview
13
13
years of professional experience
Work History
Treasury Services
BNY Mellon
Pittsburgh, Pennsylvania
05.2019 - 06.2026
- Developed and maintained relationships with clients to ensure satisfaction and retention of treasury services.
- Provided comprehensive product knowledge to customers on treasury services offered.
- Maintained an up-to-date understanding of current market trends and developments affecting the Treasury Services industry.
- Provided crisis intervention services when needed including de-escalation techniques and support for those experiencing mental health issues or challenging behaviors.
- Served as a liaison between the organization and other community organizations providing similar services.
Student Loan Specialist
Citizens Bank
Pittsburgh
05.2019 - 09.2019
- Provided guidance on loan repayment options and financial aid resources.
- Educated clients on federal student loan policies and procedures.
- Assisted customers with student loan applications and documentation requirements.
- Addressed customer inquiries and resolved issues promptly and effectively.
- Updated customer records in the loan management system accurately.
Customer Service Representative
PNC Bank
Pittsburgh, Pennsylvania
09.2017 - 02.2018
- Assisted customers with account inquiries and transactions.
- Resolved customer complaints to enhance satisfaction levels.
- Educated clients on bank products and services effectively.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
- Developed strong relationships with customers by providing personalized assistance and support.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Provided exceptional customer service to ensure customer satisfaction.
- Resolved customer complaints promptly and efficiently.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Student Loan Specialist
PHEAA
Pittsburgh, Pennsylvania
09.2013 - 07.2017
- Processed applications for student loans, ensured all required documentation was received and entered data into system accurately.
- Assisted customers with student loan applications and documentation requirements.
- Provided guidance on loan repayment options and financial aid resources.
- Educated clients on federal student loan policies and procedures.
- Addressed customer inquiries and resolved issues promptly and effectively.
- Updated customer records in the loan management system accurately.
- Researched and resolved complex account issues for customers in a timely manner.
- Interpreted policies, procedures, regulations, and laws related to student loan programs.
- Developed strategies to reduce delinquency rates by working with borrowers on payment plans or other alternatives.
Education
Seton La-Salle Highschool
Pittsburgh, PASkills
- Treasury services expertise
- Cash management strategies
- Financial analysis
- Compliance knowledge
- Policy interpretation
- Client relationship management
- Customer service
- Problem solving
- Effective communication
- Team collaboration
- Adaptability
References
References available upon request.
Timeline
Treasury Services
BNY Mellon
05.2019 - 06.2026
Student Loan Specialist
Citizens Bank
05.2019 - 09.2019
Customer Service Representative
PNC Bank
09.2017 - 02.2018
Student Loan Specialist
PHEAA
09.2013 - 07.2017
Seton La-Salle Highschool