Lindsey McCreary
Dallas,TX
Summary
Dynamic Client Service Representative III with extensive experience at Bank of America. Adept at enhancing client satisfaction through effective communication and relationship building. Proven ability to manage high call volumes while maintaining KPIs. Skilled in CRM/Sales Force and servicing clients profiles with a strong focus on customer relations and multi-tasking to drive service excellence.
Overview
17
17
years of professional experience
Work History
Client Service Representative III
Bank of America
Dallas, TX
03.2009 - 02.2026
- Serviced an average of 100-150 calls per day.
- Provided highest possible standard for client satisfaction consistently while maintaining KPI's.
- Enhanced client satisfaction through effective communication and relationship building.
- Managed account transactions accurately, ensuring compliance with bank policies and procedures.
- Conducted thorough daily scorecard and survey review of customer feedback to pinpoint trends and implement enhancements for optimal service delivery to clients on areas of improvement to better serve clients.
- Held multiple roles, whilst moving through my organization such as: Teller, Teller Management, Relationship banker, PPP small business loans and Preferred Relationship for high profile clients.
Education
High School Diploma -
Hebron High School
Plano, TX05-2006
Skills
- Ability to multi task
- Customer support
- Customer focus and relations
- Call Center
- Payment processing
- Deadline Management
- CRM proficiency
- Excel/Word/Outlook
- Microsoft Teams
Timeline
Client Service Representative III
Bank of America
03.2009 - 02.2026
High School Diploma -
Hebron High School