KELLI WAGNER
Olathe,KS
Summary
I am a hardworking and reliable individual. I have focused on going above and beyond for clients and the support team. I am very motivated to continue to learn and grow in my career.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Commercial & Treasury Management Support Specialist I
HTLF
Remote, KS
10.2022 - Current
- Maintains direct strong relationships with clients
- Knowledge of Online banking, DLM, Bill Pay, and Positive pay
- Troubleshoots technical and operational issues with Online banking, DLM, Bill Pay, and Positive pay
- Performs trainings with new clients that has signed up for TM products.
- Performs trainings on current clients that needs refresher on TM Products.
- Resolves file format issues with file upload/downloads for payment applications that integrate with clients' accounting systems.
- Performs maintenance to fulfill customer requests and maintains existing company products and update as requested
- Coordinates with assigned bank(s)’ approvers to facilitate rapid decisions on behalf of clients for file limit increases for ACH applications or RDC/mRDC, while also maintaining established risk management controls.
- Partners with TM Sales Officers for assistance with clients.
- Provide customer service to clients on phone, emails, and secure messages.
- BTE's and hold's on customer accounts.
- Fraud Alerts for customers. Reaching out to them on assisting on their fraud cases.
- Documented customer inquiries and resolutions in a ticketing system.
Customer Care Representative II
HTLF
Remote, KS
06.2020 - 10.2022
- Provides customer service to Customers
- Provide Assistance with customers for banking needs on accounts, online banking, bill pay, and debit cards.
- Help customers with problems and escalate the problems as needed
- Tier 2 line, Helping internal employees with their questions and escalating their problems as needed.
- Knowledge Zelle.
- Disputes for debit card and ACH transactions.
Customer Associate II
Capitol Federal
Olathe, KS
10.2014 - 04.2018
- Teller Transactions
- Opening accounts/closing accounts
- Personal accounts, IRA accounts, Trust accounts, Business accounts.
- Vault balancing GL.
- BTE
- Servicing ATM.
Education
Bachelor's - Business Administration Management
Baker University
05.2020
Associate - Liberal Arts
Johnson County Community College
07.2017
High school -
Shawnee Mission North High School
05.2012
Skills
- Efficient and Detail-Oriented
- Multitasking and Prioritization
- Teamwork
- Time Management
- Customer Data
- Multi Line Phone systems
- Establishing and maintaining relationship customers
- Knowledge Tm services, ACH, Wires, Positive pay, and DLM
- Troubleshooting software issues
Certification
- FEMA- Decision Making/Problem Solving
- FEMA- Effective Communication
- FEMA- Leadership and Influence
- FEMA- Anticipating Hazard Weather
- FEMA- Emergency Planning
- FEMA- Fund of Emergency Management
- FEMA- Protecting Home/Small Business
- FEMA- Radiological Emergency
- FEMA- Role of Voluntary Agencies
Timeline
Commercial & Treasury Management Support Specialist I
HTLF
10.2022 - Current
Customer Care Representative II
HTLF
06.2020 - 10.2022
Customer Associate II
Capitol Federal
10.2014 - 04.2018
Bachelor's - Business Administration Management
Baker University
Associate - Liberal Arts
Johnson County Community College
High school -
Shawnee Mission North High School
- FEMA- Decision Making/Problem Solving
- FEMA- Effective Communication
- FEMA- Leadership and Influence
- FEMA- Anticipating Hazard Weather
- FEMA- Emergency Planning
- FEMA- Fund of Emergency Management
- FEMA- Protecting Home/Small Business
- FEMA- Radiological Emergency
- FEMA- Role of Voluntary Agencies
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