Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

George Hicks

Jacksonville,FL

Summary

Highly motivated banker with over 31 years of great organizational and communication skills. Customer service master and efficient problem solver. Deftly manage administrative functions of the practice. Provide thorough answers and solutions and provide an exceptional customer experience which led to long term relationships.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Client Services Consultant

Ally Bank
10.2022 - 03.2025
  • Provided customers with information about company offerings and answered questions about features, costs, and delivery.
  • Developed and deepened client relationships to increase loyalty and brand engagement.
  • Mentored junior consultants on best practices in effective communication and problem-solving techniques for successful client interactions.
  • Conducted regular check-ins with clients to assess progress and address any emerging challenges, ensuring ongoing support.
  • Excellent knowledge of Sales Force platform.

Bank of America Home Loan Customer Service Rep II

Bank Of America
Jacksonville, FL
12.2019 - 04.2022
  • Worked in the I-Series and LAMP Platform with customers to understand their needs and provide outstanding customer service
  • Received and submitted customer payments to further reduce open account balances
  • Increased customer satisfaction by resolving customer issues
  • Reviewed Escrow documents to include insurance, HOA statements, and property taxes
  • Answered calls to field inquiries from clients, vendors and various other callers seeking information
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Carried out day-day-day duties accurately and efficiently.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Event Marketing Specialist

Crossmark
Jacksonville, FL
01.2019 - 12.2019
  • Provided excellent service to approximately 125 customers
  • Molded team and embraced change to adapt within dynamic market
  • Adhered to rigorous standards for customer service, merchandising, operational safety and store security policies and guidelines
  • Identified project requirements by establishing personal rapport with potential and existing clients
  • Designed and implemented advertising and public relations activities

Treasury Management Client Service Officer III

Wells Fargo
Jacksonville, FL
09.1992 - 11.2018
  • Worked directly with Treasury Management Clients to achieve all servicing needs within their portfolio
  • Implemented marketing strategies which resulted in efficient growth of customer base
  • Supported Relationship, and Sales Teams with daily operational functions
  • Responded to approximately 100 phone and email requests daily
  • Performed initial monthly client assessment, and analysis in making sure clients products were working efficiently
  • Documented internal processes and support procedures and compiled all information into WFB Call tracking system
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Oversaw service partners by prioritizing tasks, one-on-one coaching
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.

Education

High School Diploma -

University Christian School
Jacksonville
05.1989

Skills

  • Call center team lead (Both inbound and outbound)
  • Mortgage and finance
  • Lien Release, DM Maintenance
  • ARP - Account Reconciliation (Receivables and Payables)
  • ACH
  • Mortgage Escrow Analysis
  • Risk management process
  • Analysis forecasting
  • Implementations
  • Strong verbal and written communications
  • Extremely organized
  • Balance Transfers
  • Order and Payment Processing
  • Past Due Account Management
  • Educational Opportunities
  • Consultative Sales Approach
  • Account Retention

Accomplishments

  • SME Computer Proficiency
  • Supervised a team of 17 employees
  • Documented and resolved customer issues which led to 100% satisfaction.
  • Worked directly with the Sales and Relationship Team which lead to a 100% retention goal
  • Increased assets and net cash flow by 100% while minimizing outflow of assets
  • Promoted to Treasury Management Officer III based on superior performance
  • Resolved product issues through implementation testing

Certification

  • Certified Treasury Officer (CTO) conferred by the American Institute of Banking

Timeline

Client Services Consultant

Ally Bank
10.2022 - 03.2025

Bank of America Home Loan Customer Service Rep II

Bank Of America
12.2019 - 04.2022

Event Marketing Specialist

Crossmark
01.2019 - 12.2019

Treasury Management Client Service Officer III

Wells Fargo
09.1992 - 11.2018

High School Diploma -

University Christian School

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