JAMES MUNNIS
Lincoln,NE
Summary
Collaborative leader currently employed as a senior representative with the College Savings Plan at Union Bank. Seeking new professional opportunities that offer challenges and promote professional growth.
Overview
7
7
years of professional experience
Work History
Senior College Savings Plan Representative
Union Bank & Trust
Lincoln, NE
05.2021 - Current
- Managed investor inquiries effectively, addressing concerns and maintaining a positive relationship with stakeholders
- Developed solutions-oriented approaches when faced with challenging situations or dissatisfied customers
- Provided backup support during peak periods or staff shortages to always ensure seamless service delivery to clients
- Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion
- Trained and directed new employees in call script use, conflict resolution, and data entry practices to boost customer satisfaction ratings
- Coordinated closely with legal teams to review contracts, agreements, and other documents requiring signatures or approval
- Enhanced data accuracy through meticulous validation checks and quality control measures
- Identified, analyzed and interpreted trends or patterns in complex data sets
College Savings Plan Temp Employee
Union Bank and Trust Co
Lincoln
12.2017 - Current
- Assist supervisors on tasks
- Process contributions along with year-end recordkeeping
- College Savings Plan Senior Representative
- Provide accurate and satisfactory information to caller queries
- Oversee the processing of various work orders, transactions, and other daily call center functions
- Review and approve of document processing relevant to company services
Annual Giving Day Student Worker
NWU Advancement and Alumni Relations Office
Lincoln
01.2021 - 05.2021
- Correspond with alumni, students, faculty, and staff to promote Nebraska Wesleyan's Annual Giving Day
- Participate in event planning and coordinating, recruit volunteers to assist with campus events
- Draft and post social media content on university accounts
Education
MBA - Business Administration
Nebraska Wesleyan University
Lincoln05.2024
Bachelor of Science - Communication Studies
Nebraska Wesleyan University (NWU)
Lincoln, NE05.2021
Skills
- Client Service
- Relationship building
- Account management
- De-Escalation Techniques
- 529 College Savings Plan expertise
- Technical Troubleshooting
- Quality Control
- Microsoft Office Products
- Data Management
- HTML
Professional References
- David Gayhart, College Savings Assistant Manager, Union Bank & Trust, 402-323-1296
- Mrs. Lisa Miller, Client Services Supervisor, Union Bank & Trust, 402-323-1296
- Dr. Mark Melichar, Associate Professor of Economics, Nebraska Wesleyan University, mmelicha@nebrwesleyan.edu
Timeline
Senior College Savings Plan Representative
Union Bank & Trust
05.2021 - Current
Annual Giving Day Student Worker
NWU Advancement and Alumni Relations Office
01.2021 - 05.2021
College Savings Plan Temp Employee
Union Bank and Trust Co
12.2017 - Current
MBA - Business Administration
Nebraska Wesleyan University
Bachelor of Science - Communication Studies
Nebraska Wesleyan University (NWU)
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