Hi, I’m
Jennifer Moss
Client Relationship Consultant
Carlyle,IL
Summary
Dedicated Client Relationship Consultant with 13+ years in branch banking and a proven track record for excellent communication and customer service.
Known for being outgoing, having a positive attitude, and assisting others on my team.
Overview
14
years of professional experience
2
Certification
Work History
U.S. BankCarlyle, Illinois
Client Relationship Consultant
08.2013 - Current
Job overview
- Proactively train colleagues on banking procedures and customer interaction techniques.
- Ensure compliance with regulatory standards in all banking operations
- Develop relationships with clients to identify their financial needs and goals, while maintaining excellent customer survey scores across all categories
- Resolve customer issues promptly, and with high integrity
- Collaborate with departments such as Retail Support, Fruad Liason, CD/IRA and Digital Banking to ensure clients get the most accurate and up to date information
Education
Central Piedmont Community CollegeCharlotte, NC
Skills
- Excellent relationship building skills, proven by consistent 100% survey scores and long time clients
- Typing proficiency
- Problem solver with desire to see through to resolution
- Incoming and outgoing phone etiquette
- Ability to empathize with others
- Knowledgable in applications such as HOGAN, Fusion, BEE, CaSTR, LDRS, Card Central and The Source
Certification
Certified Notary Public
Federal NMLS registry
Accomplishments
- Stellar Teller Award
- Top Preformer Recognition
Timeline
Client Relationship Consultant
U.S. Bank
08.2013 - Current