Ilse York
Charlotte,NC
Summary
Dynamic multi-lingual banking professional with 13 years of experience in customer services, client consulting ,financial services, cash management and treasury management specialist. Recognized by management and customers for delivering outstanding customer service and operational excellence.
Overview
6
6
years of professional experience
Work History
Credit Solution Advisor
Bank Of America
06.2021 - Current
- Building a strong customer relationship with strong risk mitigating and compliance.
- Acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services and to meet client needs.
- Training clients on products and services to ensure optimal delivery and meet implementation needs.
- Analyst responsibilities including analyzing the customer transaction and looking for cue to solve customer inquires.
- Participating in special projects as needed.
- Building and executing partner plans with all partners, from sale team, relationship manager and wealth management banker.
- Providing leadership and coordination of business partner relationships for Collaboration and Talent Management Partner types including Global Systems.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Matched orders with invoices and recorded required information.
- Prepare loan requirment documents and closing documents for client.
Small Business Relationship Manager
Bank Of America
04.2021 - 06.2021
- Servicing customers by providing detailed information on specific accounts and building rapport.
- Working collaboratively to facilitate communications, prioritizing quality improvement efforts, coordinating data transfer and reports, and providing information and education
- Identify and resolving the business wholesale client and investment clients’ issues.
- Researching and resolving problems within established department timeframes.
- Providing an assist for wholesale, commercial clients in cash management by providing them with treasury management product and service, as wire and ACH preparing and process.
Relationship Manager
Bank Of America
04.2018 - 04.2021
- Building and maintaining customer relationships by understanding their financial needs and proving advice on bank products and services.
- Opening and managing customer accounts such as checking and savings accounts and assist them in managing existing ones.
- Identifying sales opportunities and selling bank products and services to customers, such as credit cards, loans, and investment products.
- Providing financial advice to customers, including advice on budgeting, saving, and investing.
- Handling customer inquiries and concerns and addressing any concerns they may have about their accounts or bank products and services.
- Completing transactions, such as deposits, withdrawals, and transfers.
- Meeting performance targets, such as sales and service goals, as set by the bank.
- Continuously learning about new products and services the bank offers and stay updated on changes in banking regulations and industry trends.
- Cross-selling bank products and services and referring customers to specialists as needed. And Helping with the promotion and marketing of bank products and services.
- Providing excellent customer service, building trust, and creating a positive customer experience.
- Leading training program for Tellers and coaching new Bankers on Bank's processes and procedures.
- Analyzing and resolving fraudulent, merchant or bank error disputes involving all kinds of transactions.
- Preparing documentation and filing records.
- Complying with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing peer currency and assisting in certification of proof.
- Marinating and balancing a cash drawer while processing a customer transactions , payments processing and tickets , balancing the vault , prepared a money shipment and ordering money and foreign currency for customers.
Education
MBA - Business Administration And Management
University of Phoenix
Charlotte, NC09.2024
Bachelor’s Degree - Business Management
University of Phoenix
Tempe, AZ Online Campus08.2021
Skills
- Results-driven Accountant with excellent accounting skills
- Team-oriented professional who prepares clear and comprehensive financial reports
- Vast knowledge of compliance in a highly regulated banking industry
- Detail-oriented, organized and able to prioritize workload to complete multiple tasks and meet aggressive deadlines with total accuracy
- Excellent analytical and research skills
- Problem Solving
- Effective multi-tasked with proven ability to collaborate well with colleagues while working under pressure to deliver results
- Multitasking and Prioritization
- Sales and Upselling
- Time Management
- Team-Oriented and Cooperative
- Relationship Building
- Multi Lingual
Timeline
Credit Solution Advisor
Bank Of America
06.2021 - Current
Small Business Relationship Manager
Bank Of America
04.2021 - 06.2021
Relationship Manager
Bank Of America
04.2018 - 04.2021
MBA - Business Administration And Management
University of Phoenix
Bachelor’s Degree - Business Management
University of Phoenix
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