Edward Nagle
Summary
Experienced Client Service Specialist with expertise in Customer Service and Financial Reporting. Skilled in Conflict Management and Time Management, demonstrating strong problem-solving and communication abilities. Tech-savvy innovator adept at leveraging emerging technologies for productivity enhancements and organizational advancement.
Overview
2
2
years of professional experience
Work History
MSR
California Credit Union
06.2024 - Current
- Managed significant cash flow, balancing daily transactions approaching $250,000 with accuracy and security.
- Conducted thorough reviews of checks for accurate payee details, endorsement, and MICR line verification.
- Collaborated effectively within a team, offering support and guidance to enhance overall performance.
- Achieved an OSAT Score of 98% through consistent delivery of efficient and friendly customer service.
- Verified completeness of loan applications, ensuring submission of all required documentation by bankers.
- Assisted in executing daily branch opening and closing procedures, including comprehensive end-of-day reporting.
- Engaged with customers to address inquiries, fostering trust and loyalty within the branch environment.
Associate Banker Intern
JP Morgan Chase
01.2024 - 05.2024
- Achieved 91% OSAT score through exceptional customer service efforts.
- Ensured compliance by accurately processing high-value transactions and following policies.
- Guided clients effectively in banking services, enhancing overall customer experience.
- Diffused conflicts successfully, managing challenging interactions with professionalism and empathy.
- Educated clients on using Chase Mobile App for streamlined banking experiences.
Education
Vocational Degree - Medical Assistant
National Career College
Skills
- Banking Software Proficiency: Experienced with Chase Mobile App, ATM systems, and other banking technology
- Financial Reporting: Skilled in generating and interpreting financial reports
- Advanced Excel: Strong Knowledge of Excel for data analysis and financial modeling
- Costumer Service: Proven ability to deliver exceptional service, build relationships, and manage costumer interactions
- Cash Handling: Experience managing significant sums of money and ensuring transaction accuracy
- Conflict Management: Skilled in resolving disputes and handling challenging costumer needs and interactions
Accomplishments
Ranked in the top 6 MSRs across the company for outstanding performance and consistently being able to exceed goals and requirements.
Timeline
MSR
California Credit Union
06.2024 - Current
Associate Banker Intern
JP Morgan Chase
01.2024 - 05.2024
Vocational Degree - Medical Assistant
National Career College