Latoya Blue
Birmingham,AL
Summary
Driven Phone Banker utilizes strong sales techniques to achieve goals and boost performance. Enthusiastic worker actively engages in marketing campaigns, referral programs and development activities. Organized employee maintains knowledge of company products, services and promotions to provide best customer service.
Hardworking Phone Banker with significant background in customer-facing and call center roles. Expert in maintaining call control and quickly determining customers' needs. Exceeds service, performance and sales quotas regularly.
Overview
8
8
years of professional experience
Work History
Phone Banker
Wells Fargo
Homewood, AL
12.2021 - 03.2024
- As a phone banker I'm responsible for responding to routine and complex customer inquiries regarding business products and services
- Quickly answer customer inquiries in a friendly and courteous manner
- Deliver exceptional service to our customer be going out of the way to please them.
- Developed strong relationships with clients by responding to their questions and concerns in a timely manner.
- Researched complex issues related to customer accounts in order to provide solutions quickly and accurately.
- Provided product information to customers in order to facilitate their decision-making process.
- Utilized effective communication techniques when speaking with customers in order to maintain a positive relationship.
- Provided technical support when needed regarding online banking services or mobile applications.
- Ensured compliance with applicable laws, regulations, policies and procedures related to banking services.
- Explained various banking products such as credit cards, loans, mortgages and investments to potential customers.
Office Clerk/Receptionist
Buy-Lo Quality (Piggly Wiggly)
Birmingham, AL
06.2016 - 12.2021
- Operated a cash register for cash transactions 99% accuracy
- Balance safe and prepare register bags for the next sales date
- Encounter customers shopping experience manner
- Making cash deposit, bank deposits and order managers high volume inbound and out bound calls.
Education
High school diploma -
Professional Development Career Inst
Chicago, ILSkills
- Office Management
- Accounting
- Microsoft Outlook
- Cash handling
- Accounts Payable
- Banking
- QuickBooks
- 10 key typing
- Microsoft Word
- Call center
- Phone etiquette
- Banking regulations
- Conflict de-escalation
- Goal-Oriented
- Call handling
- Call Management
- Building rapport
- Currency Exchange
- Data Entry
- Customer Service
- Account Retention
- Regulatory Compliance
- New Account Setup
- Account Security
- Fraud Detection
- Payment Processing
Willingtorelocate
- Hoover, AL
- Homewood, AL
- Trussville, AL
Timeline
Phone Banker
Wells Fargo
12.2021 - 03.2024
Office Clerk/Receptionist
Buy-Lo Quality (Piggly Wiggly)
06.2016 - 12.2021
High school diploma -
Professional Development Career Inst
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