Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

DEVIN RAMBO

OLATHE,KS

Summary

Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives. A driven investment banking professional who is able to gather, model and utilize key data for diverse projects. Have maintained portfolios in excess of $500,000+ throughout career. Technologically savvy and able to learn new programs quickly. Savvy expert experienced in troubleshooting computer hardware and software issues in customer-focused environments. Possesses comprehensive knowledge of standard operating systems, networking protocols and technical support procedures. Skilled in identifying and resolving complex technical problems.

Overview

16
16
years of professional experience

Work History

Online Support Specialist

Communityamerica
11.2020 - Current
  • Within this role I was truly able to evolve into more of a well-rounded employee
  • By being able to provide professional, prompt financial service and resolve any technical or product issues related to Online Banking products accessed via computer, mobile phone or tablet
  • Able to serve as a direct resource to Branch and Contact Center staff, which further assisted my drive to be a bridge or liaison in other areas that was unchartered territory to my peers
  • My most recent role saw my multitasking skills fortify and advance from handling and solving cases by but not limited to Emails, Chats, or standard calls; whether inbound or outbound.

Financial Relationship Specialist

Communityamerica
02.2018 - 11.2020
  • Answer incoming calls from CACU members seeking assistance
  • Provide quality service that exceeds members’ expectations
  • Determine member needs and cross-sell appropriate products and services
  • Work with other credit union departments to ensure workflow or process is providing the best experience for members

About 6 months after developing in my new role, I began mentoring other agents. With this new added responsibility, I had the pleasure of training and working closely with new hires. This consisted of going over scorecards to devout more attention to areas of uncertainty. For a minimum of 2-3 weeks, I would be the agent’s point of contact for any questions and learning about all areas of their role

In the Fall of 2019 to Spring of 2020; I partnered with our Project Management team to assist with OANRs. This consisted of a very select group of individuals who teamed up with the responsibility of working closely with members of 20+ years of service with us. My team was designed to help create a smooth transition in converting account number from their SSN.

Individual Retirement Account Specialist

Synchrony Financial
Shawnee, KS
03.2014 - 01.2018
  • Contacted potential clients to pursue sales and gather funds
  • Act as primary contact for retirement plans regarding day to day record keeping matters and provided prompt customer service
  • Proactively communicated regularly with clients to evaluate and ensure delivery of optimal service, client satisfaction and client retention
  • Working knowledge of 401ks/Retirement Products
  • Applied strategies where appropriate to clients for plan enhancements, additional business and overall retention and discusses these benefits with client
  • Maintained basic understanding of various types of investments in each retirement plan
  • Assisted clients with request for plan changes and ensured necessary project plans were followed through to completion
  • Monitored plan documents for adherence to applicable rules and regulations
  • Looked for trends in cases submitted and escalated as appropriate
  • Proactively communicated with clients on status of open cases
  • Aided inbound reps in terms of feedback about their cases
  • Provided training of newer reps as necessary
  • Provided mentoring and constructive feedback to new associates on a consistent basis
  • Also handled decedent accounts, monitoring death certificates and affidavits to ensure proper distribution of funds

In this role, I became the family member’s point of contact from start to finish to help ease situation and see to it that their financial affairs were handled. Managed clients’ accounts with assets of $500,000.00 or more.

Team Lead

Target Corporation
Kansas City, MO
09.2008 - 02.2014
  • Managed high call volume with tact and professionalism
  • Acted professionally and patiently when addressing negative customer feedback
  • Met or exceeded service and quality standards every review period
  • Skilled at learning new concepts quickly, working well under pressure and communicating ideas clearly and effectively
  • Resolved service, pricing and technical problems for customers by asking clear and specific questions
  • Accurately documented, researched and resolved customer service issues
  • Responsible for closing out cash drawers
  • Assisted customers with electronic purchases
  • Kept inventory of all electronic devices and accessories
  • Answered customer questions regarding store merchandise, department information and pricing
  • Removed damaged, out-of-code, not-in-set and discontinued items from displays
  • Completed stock orders and managed inventory levels
  • Conferred with store managers to obtain information about customer needs and preferences
  • Assembled promotional displays, including quarter and full-size point of purchase displays
  • Prioritized helping customers over completing other routine tasks in the store
  • Greeted customers in a timely fashion while quickly determining their needs
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices
  • Contributed to team success by exceeding team sales goals
  • Contacted other store locations to determine merchandise availability
  • Built relationships with customers to increase likelihood of repeat business.
  • Maintained Service Levels above 80%
  • 150% Attachment rate on accessories

Education

Associate of Arts -

MCC-Penn Valley,
Kansas City, MO
11.2013

Skills

  • Develop IRA rate sheets and prepare transfers, Proactively discuss products and services distributions, rollovers, conversions, decedent accounts
  • Maintain a basic understanding of types of claims and closures in accordance with investments in each retirement plan and be a government regulations and bank policies conduit for client questions
  • Maintain retirement records, proper financial Assist clients in complying with year end
  • Statements and reports requirements such as minimum distribution and Utilize database or system to process contribution limits
  • Transactions and retrieve information
  • Organize follow up as necessary on key matters
  • Answer calls regarding all facets of deposits and proactive initiatives to ensure that client
  • IRA expectations are met
  • Ability to analyze customer credit data client are achieved
  • Strong oral/ written communication skills Strong PC skills, the ability to utilize tools to support daily functions such as
  • Microsoft Office
  • Products (Word, Excel, Outlook, etc)
  • Strong attention to detail and accuracy

Additional Information

  • Additional Information Awards and references upon request

Timeline

Online Support Specialist

Communityamerica
11.2020 - Current

Financial Relationship Specialist

Communityamerica
02.2018 - 11.2020

Individual Retirement Account Specialist

Synchrony Financial
03.2014 - 01.2018

Team Lead

Target Corporation
09.2008 - 02.2014

Associate of Arts -

MCC-Penn Valley,
DEVIN RAMBO