Emily Blum
Dublin,OH
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Personal Banker 2
Huntington Bank Call Center
04.2020 - Current
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Explained account terms and conditions to customers.
- Tracked and processed customer account requests and applications.
Universal Banker
Huntington National Bank
03.2018 - 03.2021
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
Credit Card Specialist
Huntington Bank Call Center
11.2017 - 03.2018
- Researched and resolved customer complaints and disputes related to credit card accounts.
- Assisted customers with questions and inquiries to provide information regarding credit card accounts.
- Built strong relationships with customers to increase retention and loyalty.
- Coordinated with other departments to verify timely and accurate processing of credit card applications and payments.
Education
Associate of Science - Business Management
Columbus State Community College
Columbus, OH05.2023
Skills
- Underwriting Assistance
- Collateral Valuation
- Client Relationship Management
- Community Reinvestment Act
- Client Interactions
- Account Type Familiarity
- Creative Solutions
- Account Verification and Reconciliation
- Phone Inquiries
- Personal Coaching
- Process Applications
- Finance and Accounting
- Financial Services
- Revenue Generation
Timeline
Personal Banker 2
Huntington Bank Call Center
04.2020 - Current
Universal Banker
Huntington National Bank
03.2018 - 03.2021
Credit Card Specialist
Huntington Bank Call Center
11.2017 - 03.2018
Associate of Science - Business Management
Columbus State Community College
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