
Top 2% company wide performance award in 2025
Property & casualty license in all 50 states
Assisted customers with escalated inquiries regarding their bank accounts.
Advised customers of bank policies and made recommendations for future success regarding their financial wellness.
Assisted phone bankers with overdoes on customer inquires.
Maintained a high level of customer satisfaction.
Ability to multi task and succeed under high pressure
Organizational skills
Ability to remain professional with a variety of individuals, while also adapting to the customers needs
Highly driven and customer focused
Ability to u understand and execute tasks in a timely manner
Licensed for property and casualty in all 50 states