LAUREN SARGENT
Layton,UT
Summary
Professional with experience in providing exceptional service and support. Skilled in customer interaction, problem-solving, and multitasking. Strong focus on team collaboration and flexibility to adapt to changing needs. Known for reliability, effective communication, and achieving results in fast-paced environment.
Overview
4
4
years of professional experience
Work History
Client Account Service Associate
Zions Bancorporation
Salt Lake City, UT
01.2025 - Current
- Handled high-volume calls, effectively addressing customer needs while maintaining professionalism.
- Collaborated with team members to streamline processes and improve overall service efficiency.
- Assisted customers with inquiries, resolving issues promptly for improved customer retention.
- Assisted Advisors with tasks such as opening accounts, closing accounts, moving money, transfers, and research requests through email and phone calls.
- Maintained accurate records of customer interactions, ensuring consistency in service delivery.
Teller-Retail Support Teller
Zions First National Bank
06.2021 - 01.2025
- Provided exceptional customer service by assisting clients with transactions such as deposits, withdrawals, loan payments, cashier's checks, cash advances, and foreign currency exchanges.
- Built strong relationships with clients, proactively identifying needs and offering cross-sell opportunities for banking services such as credit cards, loans, and savings accounts.
- Handled a variety of administrative tasks including data entry, document management, and account maintenance, ensuring accurate and timely processing.
- Managed customer inquiries across various channels (phone, mail, email, self-serve), resolving issues in a timely and professional manner to ensure high satisfaction.
- Maintained records and reports, balancing daily transactions and verifying cash totals.
- Collaborated with other team members to ensure smooth operations and achieved branch service goals.
- Maintain organization and cleanliness within branches and workspaces.
- Periodically identified transactions with possible fraud, protecting client and bank assets.
Education
Associate of Science -
Salt Lake Community College
08.2023
Bachelor of Science - Professional Sales
Weber State University
04.2025
Graduate - undefined
Layton High School
01.2021
Skills
- Customer Relationship Management Software (CRM such as Salesforce, Hubspot, Pipedrive)
- Knowledge of many bank products, including deposit accounts, home equity credit lines, savings accounts, savings bonds
- Excel
- Banking software systems (BANCS, Aviva)
- Money transfer systems (wire, ACH)
- Public Notary
- Foreign currency transactions
- Cash management
- Fraud detection and awareness
- Training of new employees
Timeline
Client Account Service Associate
Zions Bancorporation
01.2025 - Current
Teller-Retail Support Teller
Zions First National Bank
06.2021 - 01.2025
Bachelor of Science - Professional Sales
Weber State University
Graduate - undefined
Layton High School
Associate of Science -
Salt Lake Community College