Felix Mitchell-Williams
Elkridge,MD
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
CLIENT ENGAGEMENT SPECIALIST
T.Rowe Price
12.2021 - 06.2024
- Provides high-quality service for Workplace Participants and works with plan sponsors and other partner groups to develop and cultivate relationships
- Ensures satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation
- Identifies account growth opportunities and promotes these to assigned clients
- Actively contributes to Enterprise Retention goals through the identification and referral of opportunities while servicing the unique needs of terminated participants.
- Trains new associates on system process and Plan guidelines.
- Helps consolidate accounts by assisting with rollovers, loan repayments, and taxable distributions.
- Developed strong relationships with key clients, resulting in increased account retention and growth.
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
- Provided exceptional customer service to existing accounts, ensuring client satisfaction and order renewal.
- Facilitated training sessions for new team members to ensure consistent service quality across all engagements.
- Partnered with service team members to identify risks, resource allocation requirements and needs for project success.
- Managed high-profile accounts, ensuring timely delivery of services and prompt resolution of issues.
TRUST CLERK
Baltimore City Circuit Court
08.2019 - 08.2021
- Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
- Interacted with customers by phone, email, or in-person to provide information.
- Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
- Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
- Ensured confidentiality of sensitive documents through proper storage methods and restricted access control implementation.
- Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner.
- Maintained a professional atmosphere within the office setting through effective communication skills and polished presentation abilities.
- Assisted in financial tasks such as invoicing, budget tracking, and expense report processing for optimal fiscal management.
- Fostered operational efficiency and compliance with company policies through effective coordination of office activities.
UNIVERSAL BANKER
SunTrust Bank
08.2018 - 08.2019
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Education
High School Diploma -
LAUREL HIGH SCHOOL
Laurel, MD06.2012
Skills
- Payment Collection
- Team Development
- Microsoft Outlook
- Customer Retention
- Customer Education
- Problem-solving abilities
- Critical Thinking
- Call center experience
- De-Escalation Techniques
Certification
Certified Notary Public for the State of Maryland
References
References available upon request
Timeline
CLIENT ENGAGEMENT SPECIALIST
T.Rowe Price
12.2021 - 06.2024
TRUST CLERK
Baltimore City Circuit Court
08.2019 - 08.2021
UNIVERSAL BANKER
SunTrust Bank
08.2018 - 08.2019
High School Diploma -
LAUREL HIGH SCHOOL
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