Lindy Coelho
Cypress,CA
Summary
Personable and dedicated Customer Service Representative with extensive experience in Banking industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
22
22
years of professional experience
Work History
Customer Solutions Specialist
US Bank
06.2020 - 05.2023
- Maintained accurate records of all customer interactions in the company's database system.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Identified customer trends and communicated them to management for further investigation.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Client Relationship Consultant
US Bank
12.2019 - 06.2020
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Supported sales team members to drive growth and development.
- Developed strong customer relationships to encourage repeat business.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Branch Assistant Manager
US Bank
06.2015 - 12.2019
- Ensure all employees follow operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
- Resolve account service issues and respond to client inquiries promptly and effectively
- Manage sales campaigns and tracking for goals and objectives
- Conduct daily and monthly performance coaching sessions as well as development plans with employees
Banker
US Bank
03.2010 - 06.2015
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
- Achieved or exceeded personal sales goals on consistent basis.
- Developed financial plans for customers based on their individual needs.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Received and counted daily inventories of cash, drafts and checks.
- Helped customers understand and use mobile applications and online banking.
- Processed loan applications and prepared relevant documents for approval.
Teller Coordinator
US Bank
08.2006 - 03.2010
- Ensure all employees follow operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
- Resolve account service issues and respond to client inquiries promptly and effectively
- Completed operational functions for approving transactions, cash control and branch security.
- Conduct daily and monthly performance coaching sessions as well as development plans with employees
Teller
US Bank
07.2001 - 08.2006
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Built and maintained client relationships through quality, personalized interactions.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Explained account information to customers in detail as needed.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Education
John F. Kennedy High School
06.2001
Skills
- Proven interpersonal skills and excellent customer service
- Fast learner, adaptable to challenging tasks, and exceptional problem-solving skills
- Ability to work in a fast-paced atmosphere and consistently meet expectations
- Developed team leadership, motivation, management, and diplomatic skills
- Complaint Investigation
- Direct Sales
- Regulatory Compliance
- Quality Control
- Order Processing
- Problem Resolution
- Product Knowledge
- Microsoft Office Expertise
- Professional Telephone Demeanor
- Computer Skills
- Policies and Procedures Adherence
Accomplishments
- Gold Shield Award recipient for 2019 customer experience
- 2019 personal customer experience 100% with 52 surveys, ranked #3 in all of U.S. Bank
- Onboarding lead mentor since April 2018 - December 2019 with six new employees successfully onboarded
References
References available upon request.
Timeline
Customer Solutions Specialist
US Bank
06.2020 - 05.2023
Client Relationship Consultant
US Bank
12.2019 - 06.2020
Branch Assistant Manager
US Bank
06.2015 - 12.2019
Banker
US Bank
03.2010 - 06.2015
Teller Coordinator
US Bank
08.2006 - 03.2010
Teller
US Bank
07.2001 - 08.2006
John F. Kennedy High School