Frankcis Peirce
Tamarac,United States
Summary
Bilingual, self-motivated, reliable, and efficient client service professional with 5+ years of experience in the financial industry in virtual and in-person settings, including sales, tech support, and customer care.
Overview
5
5
years of professional experience
Work History
Branch Banker
PNC Bank
03.2022 - Current
- Opened new accounts and made changes to existing accounts.
- Identified customer desires and goals through needs-based sales tactics.
- Investigated and resolved account issues by offering applicable options to customers.
- Counted currency, coins and checks in cash drawer, night depository and ATM.
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Made introductions to partners to help meet customer's broader financial needs.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Verified customer identity and reviewed documentation for accuracy.
- Maintained customer records and updated account information.
- Explained account terms and conditions to customers.
- Supported KYC processes for prospective and existing customers.
- Complied with internal controls and government regulations.
Senior Solutions Advisor
Consolidated Credit Solutions
11.2020 - 04.2021
- Responded to an average of 70-100 telephone inquiries per week from clients with diverse backgrounds inquiring on complex financial issues
- Review credit reports and household budgets
- Offered potential debt solutions tailored to the client's financial situation
- Provided timely follow up with customers to ensure highest- quality service and build customer relationships
- Taking incoming chats through our live chat site to assist clients with their questions, as well as answer e-mails
- Helped clients make informed decisions about financial future.
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Contact: -Kim Bukowski 954-628-2588
Financial Coach
Consolidated Credit Counseling Services Inc.
10.2018 - 11.2020
- Financial coach for the KOFE team , a financial education platform of Consolidated Credit
- Responded to an average of 70-100 telephone inquiries per week from clients with diverse backgrounds inquiring on complex financial issues
- Guided participants in development of realistic goals and enhanced accountability on financial matters.
- Coordinated referrals to appropriate staff and assisted members with navigating tools or accessing desired products.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Review credit reports and household budgets
- Taking incoming chats through our live chat site to assist clients with their questions, as well as answer e-mails
- Contact: -Shelley German 504-655-4764
Education
Associate of Science - Finance
Wilmington University
New Castle, DE12.2023
High School Diploma -
La Salle High School
Caracas, Venezuela07.2013
Skills
- Tech & Web Savvy
- Communication skills
- Client Service and Assistance
- Problem solving
- Team worker
- MS Office (Word, Power Point, Excell, Outlook)
- Financial Advising
- Customer Accounts Management
- Banking
- Risk Management
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Branch Banker
PNC Bank
03.2022 - Current
Senior Solutions Advisor
Consolidated Credit Solutions
11.2020 - 04.2021
Financial Coach
Consolidated Credit Counseling Services Inc.
10.2018 - 11.2020
Associate of Science - Finance
Wilmington University
High School Diploma -
La Salle High School
Similar Profiles
Tammy BentonTammy Benton
Sr Banker /DMLO at PNC Bank/National City BankSr Banker /DMLO at PNC Bank/National City Bank
Erica HendryErica Hendry
Personal Banker/Loan Officer at PNC Bank/National City BankPersonal Banker/Loan Officer at PNC Bank/National City Bank
Abel Maldonado JrAbel Maldonado Jr
International Trade Specialist at PNC Bank, Pittsburgh National Corporation BankInternational Trade Specialist at PNC Bank, Pittsburgh National Corporation Bank
Courtney KutscherCourtney Kutscher
Bank Teller at PNC Bank/National City BankBank Teller at PNC Bank/National City Bank
Sonia Milena RuizSonia Milena Ruiz
Store Manager at IntimissimiStore Manager at Intimissimi