Train new hires on various systems and provide feedback until they're eligible to work in production
Send out daily staff reports regarding team duties
Support international customer care unit cases handling staff including Inbound Message Management, pool work functions which consist of delivery and allocation on inbound message management.
Manual case creation, data entry, pool work monitoring, processing of fax notifications, and new case assignments
Responsible for responding to routine inquiries and complaints from internal and external customers regarding financial products and services
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Processing routine to complex transactions on-line, researching and resolving routine to moderately complex problems and inquiries
Extensive knowledge wire transfers and payments of SWIFT, Federal Revere Bank Wire transfers, CHIPS, OFAC, FED, FX, F2X sanctions and IFSA compensation guidelines
Perform quality checks with international rep offices to resolve million dollar complaints
Review inquiry trend analysis and participate in various project and initiatives associated with the bank International interests
Investigate electronic wire transfers initiated from international correspondent banks, large corporate and commercial clients
Customer Service Representative
Wells Fargo
Charlotte, NC
07.2013 - 06.2014
Identifies and resolves customers issues and anticipates future needs by verifying account details explaining/providing suggesting additional information that the customer needs to know
File claims for fraudulent and incorrect charges on accounts
Meet established sales referral and promotional sales goals
Met 6 month requirements necessary to move from phone banker 1 to phone banker 2 which included meeting average call handle time, sales, customer satisfaction, and followed daily schedule
Accomplished highest sales and consistently exceeded personal monthly quotas, won salesperson of the quarter for having highest sales rate and selling most product services on a daily basis
Averaged 100% on QA monitor calls; received multiple service excellence awards by following Wells Fargo's requirements
Help customers and merchants identify services/products that best suited their needs
Identifying fraudulent activity to prevent potential losses to the bank
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)