Summary
Overview
Work History
Education
Skills
Timeline
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Khalia Hopkins

Denver,CO

Summary

Commercial banking professional prepared to excel in delivering exceptional client service and support. Skilled in managing client accounts, processing transactions, and resolving complex issues. Strong focus on collaboration and achieving tangible results in dynamic environments. Reliable team player with adaptability and commitment to driving success through effective communication and problem-solving.

Overview

11
11
years of professional experience

Work History

Commercial Banking Service Representative

US Bank NA
10.2022 - 11.2024

• Acted as the primary contact for commercial banking clients, ensuring a high level of service and satisfaction through proactive support and relationship management.

• Supported client onboarding processes, assisted with account setup, and provided guidance on various banking services and products.

• Collaborated with internal teams to identify and resolve client issues efficiently, leveraging technical tools and resources to meet client needs.

• Documented client interactions and managed records in compliance with bank standards, maintaining accurate and updated information for seamless operations.

• Contributed to sales efforts by identifying upselling opportunities within client interactions, enhancing the overall client relationship.

• Managed client accounts with attention to detail, ensuring compliance with regulatory requirements and bank policies.

Client Service Specialist

Charles Schwab & Co
07.2019 - 05.2022
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Supported banking projects with advanced skills in document management, customer relations and reporting.
  • Communicated with clients regarding account services, statements, and balances.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.

Western Union Operations

Western Union
06.2017 - 07.2019
  • Designed and created new efficiencies enabling end-to-end processes and solved any service disruptions to work seamlessly with the overall aim to optimize agents' cost.
  • Responsible for ensuring Western Union Money Transfer services are deployed with business partners effectively.
  • Contributed to the development and optimization of sales, support tools, and efficiently managed network database.
  • Participated and implemented global service delivery projects at regional level, providing product-related communication and improving the level of service brought to WU agents/partners.
  • Provided agent training and handled daily issues addressing them to appropriate solution providers to ensure proper resolutions.

Customer Service Associate

Comcast
06.2014 - 06.2017
  • Developed and actualized customer service initiatives to decrease wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Provided primary customer support to internal and external customers.
  • Offered basic technical support for clients on wide range of company products.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Technical Support Representative

Dish Network Corp
10.2013 - 06.2014
  • Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
  • Provided Tier 1 IT support to non-technical internal users through desk side support services.
  • Responded promptly to incoming sales leads and requests for technical support.
  • Submitted service tickets for equipment maintenance requests.

Education

High School Diploma -

Overland High School
Aurora, CO

Skills

  • Relationship Management
  • Building and maintaining strong relationships with business clients
  • Identifying and meeting clients’ financial needs through tailored banking solutions
  • Proactively resolving client issues and ensuring satisfaction
  • Financial Analysis and Risk Assessment
  • Analyzing financial statements and credit reports to evaluate risk
  • Product Knowledge
  • Deep understanding of banking services such as loans, treasury management, and deposit accounts
  • Advising clients on financial products to maximize business outcomes
  • Ensuring adherence to banking policies and regulatory requirements
  • Monitoring accounts for compliance with Anti-Money Laundering (AML) laws and other regulations
  • Problem-Solving and Issue Resolution
  • Proactively identifying potential issues and implementing solutions
  • Managing client escalations with professionalism and efficiency
  • Technical Proficiency
  • Utilizing CRM systems and financial software to manage accounts and data
  • Proficient in Microsoft Office Suite and banking-specific tools
  • Customer Service Excellence

Timeline

Commercial Banking Service Representative

US Bank NA
10.2022 - 11.2024

Client Service Specialist

Charles Schwab & Co
07.2019 - 05.2022

Western Union Operations

Western Union
06.2017 - 07.2019

Customer Service Associate

Comcast
06.2014 - 06.2017

Technical Support Representative

Dish Network Corp
10.2013 - 06.2014

High School Diploma -

Overland High School
Khalia Hopkins