Iris L. Simpson
Jacksonville,FL
Summary
Seasoned banking professional with 19+ years of expertise in corporate banking, client relationship management, and operational leadership. Recognized for driving exceptional customer service, team management, and sales performance. Adept at developing service policies, resolving complex client needs, and exceeding operational goals.
Overview
28
28
years of professional experience
Work History
Caregiver
Caregiver
01.2011 - 01.2020
- Assisted with daily needs, including personal hygiene, dressing, turning positions, and transferring locations of patient weighing over 100 lbs
- Proficient with medication intake, recreational activities, family visits, and housekeeping; which required standing, walking, lifting, pushing, pulling, and bending for extended periods of time
- Managed financial, legal, and medical affairs
- Responsible for managing schedule and daily routines, appointments, medications, and treatments
- Patient, caring, strong listener, stoic when necessary, consistent patient need resolution
Business Team Lead and Acquisition Support
Wells Fargo
01.2008 - 02.2011
- Managed team of 10 support specialist
- Developed service procedures, policies, and standards for Acquisition Support Team
Corporate Banking Support
Wachovia
01.2001 - 01.2008
- Supervised and managed customer service team
- Trained staff members to provide the highest quality of customer service
- Provided corporate clients, such as Winn Dixie and WalMart, bespoke client care
Business Service Support Representative
First Union
01.1998 - 01.2001
- Provided customer service support to both internal and external business clients
- Exceeded sales goals by 100%, by providing proactive and effective customer service
- Promoted to customer service manager in three months owing to excellence in customer service delivery
Back Office Support – Bulk File
Barnett Bank
01.1992 - 01.1998
- Verified customer identity and authenticated signors to prevent potential loss and decrease fraud
Education
Business Administration
Florida Community College of Jacksonville
Jacksonville, FLHigh School Diploma -
Andrew Jackson High School
Jacksonville, FL06.1989
Skills
- Microsoft Business Suite
- Word
- Excel
- PowerPoint
- Outlook
- 10-key
- Banking Wire Transfer Systems
- Problem-solving
Awardsrecognition
- Top Sales Award
- Excellence in Customer Service Award
- Team Lead Award
- Top Team Player Award
- Customer Recognition and Team Support Award
Phone
cell, (904)568-6502
Technicalexperience
- Microsoft Business Suite (Word, Excel, PowerPoint, Outlook)
- 10-key
- Banking Wire Transfer Systems
Timeline
Caregiver
Caregiver
01.2011 - 01.2020
Business Team Lead and Acquisition Support
Wells Fargo
01.2008 - 02.2011
Corporate Banking Support
Wachovia
01.2001 - 01.2008
Business Service Support Representative
First Union
01.1998 - 01.2001
Back Office Support – Bulk File
Barnett Bank
01.1992 - 01.1998
High School Diploma -
Andrew Jackson High School
Business Administration
Florida Community College of Jacksonville
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