J H
Texas City,TX
Summary
Dedicated professional with 6 years of remote work experience, excelling in client support, system navigation, and mentoring. Proven ability to manage multiple tasks efficiently in high-pressure environments. Adept at adapting to new technologies and committed to continuous learning.
Overview
9
9
years of professional experience
Work History
Personal Banker
Truist Bank
07.2021 - Current
- Navigate up to 15 systems simultaneously in a dual screen environment to assist clients effectively
- Manage communications with up to four clients concurrently, ensuring timely responses
- Trained in six lines of business (credit cards,Loans,Mortgage,zelle,new deposit accounts,Fraud and business accounts); continually update knowledge through company resources and LinkedIn Learning
- Positive attitude, passion, professionalism, and strong work ethic with high level of integrity and ethics
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Adapt consistently to new technology releases for both clients and team members
- Monitored customer accounts to detect irregularities or suspicious activity.
- Processed deposits, withdrawals and ACH transfers accurately.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
Digital Support Representative
SunTrust Bank
01.2019 - 07.2021
- Handled inbound service calls, identifying opportunities to refer personal banking products and services
- Resolved client issues regarding banking products and services while maintaining premier service standards
- Trained on company products, systems, policies, and contact center sales skills
- Conducted job shadowing for new hires, demonstrating professional protocols and procedures
- Led team meetings and presentations to disseminate new information and metric updates
- Provided extensive support in sales, technical and business areas to key accounts.
- Maintained trusted vendor relationships in support of quality data initiatives.
- Completed customer payments and resolved service issues independently or with management support.
Benefits Specialist
Alight Solutions
09.2016 - 01.2019
- Observed strict procedures to maintain data and plan participant confidentiality.
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
- Checked employees' benefits enrollment for accuracy and inputted all data into company software.
- Implemented open enrollment system to streamline benefits processes for employees.
- Handled claims and complaints for john dere benefits employees and updated on claim appeals.
- interpret regulations for all healthcare clients
- Gained extensive knowledge in data entry, analysis and reporting.
Command Center Ship Agent
Bags Inc.
09.2016 - 01.2018
- Coordinated with cruise lines (e.g., Royal Caribbean, Disney Cruise) regarding on-board remote airline check-in
- Managed confidential customer data entry into databases
- Assisted guests with service-related charges and addressed concerns via phone
- Handled sensitive guest information, including credit card and passport details
- Managed high-volume calls, multitasking to meet customer needs
- Utilized company-specific software daily
- Collaborated with major airlines to serve guest interests
Education
Associate of Science - Data Science
Valencia College
Orlando, FL06-2016
Skills
- Remote Work Experience
- Client Support
- Escalations
- System Navigation
- Technical Proficiency
- Training/mentoring
- Adaptability to New Technologies
- Data Entry
- Confidential Information Management
- Multitasking
- High-Volume Environments
- Community engagement
- Verbal communication
Timeline
Personal Banker
Truist Bank
07.2021 - Current
Digital Support Representative
SunTrust Bank
01.2019 - 07.2021
Benefits Specialist
Alight Solutions
09.2016 - 01.2019
Command Center Ship Agent
Bags Inc.
09.2016 - 01.2018
Associate of Science - Data Science
Valencia College