Jonathan McCaskill

-Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

-Assist with balance inquiries and transaction history.

-File fraud claims for customers with unauthorized transactions.

-File disputes for customers for transactions.

-Order and replace debit cards for customers.

-Process Credit Card and Loan payments.

-Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.

-Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.

-Provide customer service by phone to assist customers with completing W8 and W9 tax forms.

-Analyze 90-105 W8 and W9 tax forms for proper completion with 97% or higher accuracy.

-Took customer information for Credit Card and Loan Applications.

-Gathered documents via Email for Loan and Credit Card applications including paystubs, Phone Bills, and Driver License and Passport pictures.

-Inform customers of approval status.

-Refer customers to loan origination team for further assistance with application process.

-Assist customers with balance inquiries and transaction history.

-Provide technical support for online banking mobile app and full browser website.

-Filed disputes for customers with unauthorized transactions and dissatisfied purchasers.

-Ordered and replaced debit cards.

-Provide routine maintenance including address and phone number changes.

-Refer customers to branch locations for more in-depth maintenance. Scheduled appointments for customers as well.

-Maintained a high level of customer service by addressing client concerns quickly and effectively, leading to higher retention rates and positive reviews from satisfied customers.

-Assist customers with balance inquiries and transaction history.

-Provide technical support for online banking mobile app and full browser website.

-Filed disputes for customers with unauthorized transactions and dissatisfied purchasers.

-Ordered and replaced debit cards.

-Provide routine maintenance including address and phone number changes.

-Refer customers to branch locations for more in-depth maintenance. Scheduled appointments for customers as well.

-Refer customers to online blended team for assistance with Online Banking for Business customers.