Jeuan Smith
Maricopa,AZ
Summary
Astute Call Center professional offering polished communication skills. Brings excellent organizational skills and talent for overcoming customer objections. Self-motivated and true team player.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
8
8
years of professional experience
Work History
Wealth Management Client Services
Bank of America
11.2022 - Current
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Crew Member
FedEx
12.2021 - 11.2022
- Followed verbal and written instructions to properly move and ship products.
- Loaded package containers onto forklifts and transported into packaging areas.
- Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
- Checked products for damage or other issues before packing into boxes.
- Assembled, sealed and loaded packages into correct trucks.
Mortgage Specialist
Cenlar FSB
07.2020 - 11.2021
- Monitored pipelines to track and log status of loans.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Called 50-100 customers every day with positive attitude and focus on customer satisfaction.
Customer Service Representative
Mr. Cooper Mortgage
08.2018 - 07.2020
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal 1 to 2wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Customer Service Representative
OnTrac
02.2017 - 07.2018
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Education
High School Diploma -
Benjamin E Mays
Atlanta, GA05.2015
Skills
- Excellent communication skills
- Team Player
- Creative problem solver
- Window Proficient
- Analytical and critical thinking
- Attention to detail
- Multitasking
- Task prioritization
- Problem-solving
- Excellent communication
- Multitasking Abilities
Timeline
Wealth Management Client Services
Bank of America
11.2022 - Current
Crew Member
FedEx
12.2021 - 11.2022
Mortgage Specialist
Cenlar FSB
07.2020 - 11.2021
Customer Service Representative
Mr. Cooper Mortgage
08.2018 - 07.2020
Customer Service Representative
OnTrac
02.2017 - 07.2018
High School Diploma -
Benjamin E Mays
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