Nicole Clark
Summary
Talented Financial Assistant with successful history establishing effective operational procedures to keep financial activities accurate, compliant and current. Familiar with processing forms and maintaining documents while providing exceptional customer service. Professional demeanor comfortable in formal and casual business settings. Demonstrates exceptional organizational skills and problem-solving abilities, significantly improving process efficiency.
Overview
6
6
years of professional experience
Work History
Financial Assistant
Belke Financial Group
05.2022 - Current
- Provide superior client service and support to high net worth individuals.
- Respond to any phone or email inquiries and act as a liaison to help research and resolve questions.
- Schedule clients to meet with their desired financial representative and keep the monthly calendar updated and organized.
- Process new accounts, transfers, contributions and redemptions, rollovers and beneficiary changes.
- Input and maintain accurate client information in all appropriate databases and software applications.
- Verify that all requests are received and handled to completion.
- Create and update various excel reports, database projects, and other special projects as directed.
Customer Service Representative
Collins State Bank
03.2019 - 05.2022
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Provided customer records, account statements and copies of checks.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
Education
Bachelor of Arts - Business Administration
Lakeland University
Plymouth, WI05-2022
High School Diploma -
Sheboygan Falls High School
Sheboygan Falls06-2018
Skills
- Customer service
- Proficient in Microsoft Office
- Telephone Etiquette
- Organization
- Problem Solving
- Communication
- Document Management
- Decision Making
- Attention to Detail
Timeline
Financial Assistant
Belke Financial Group
05.2022 - Current
Customer Service Representative
Collins State Bank
03.2019 - 05.2022
Bachelor of Arts - Business Administration
Lakeland University
High School Diploma -
Sheboygan Falls High School
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