Detail-oriented professional with a strong background in financial services. Proven ability to manage customer accounts and resolve inquiries in a timely and effective manner, ensuring regulatory compliance and enhancing client satisfaction.
Work History
Customer Experience Assist Que Specialist
5 Years 3 Months
USbank | 05.2021 - Current
Managed customer accounts, ensuring compliance with banking regulations and internal policies.
Actively notate and research complex client account inquiries and issues related to loan, line and lease accounts by collaborating with various departments oftentimes providing follow-up call to clients.
Led training sessions for junior bankers, improving team performance and knowledge retention.
Provide assistance to the Client Advocacy Team by making outbound calls to address complaints and provide resources for resolution.
Fulfill requests and inquiries from Wealth Management Clientele.
Bankers Support and Credit Specialist
9 Years 2 Months
USbank | 06.2017 - Current
Provided a high level of customer service by responding to banker telephone requests and inquiries.
Provided assistance to the Client Advocacy Team by making outbound calls to address complaints and customer concerns.
Tracked trends to identify possible areas of opportunity to improve quality and procedure.
Education
No Degree - Business Financial Services
Cincinnati State Technical And Community College | Cincinnati, OH
Associate of Science - Social Work
Cincinnati State Technical And Community College | Cincinnati, OH
No Degree - Real Estate
Hondros College of Real Estate | Cincinnati, OH | 01-2021