Ludy Nelson
Midland,TX
Summary
20+ years experience dealing with diverse clients and excellent in multi tasking.
Knowledgeable in customer service experience , successful at improving team productivity, reducing escalated calls and increasing customer satisfaction scores. Effectively motivates associates through continual guidance, direction, development and coaching.
Overview
11
11
years of professional experience
Work History
Personal Banker
American Momentum Bank
Midland, TX
03.2023 - Current
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Used product knowledge and abilities to execute consumer loans and other services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Maintained and built strong client relationships through quality, personalized interactions.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Senior Teller/Senior Vault Teller
American Momentum Bank
Midland, TX
04.2022 - 03.2023
- Maintained and monitored coin and currency levels in bank vault and verified coin and currency sums received from branches, correspondent banks, customers and tellers.
- Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.
- Prepared and securely shipped excess coin and currency to Federal Reserve Bank or correspondent banks, balanced completed work and compiled inventory reports.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Received customer and banking center deposits from armored carriers and balanced deposits to accompanying manifest.
- Maintained accurate teller drawer using high attention to detail while handling customer bank transactions.
- Handled customers daily and processed transactions, deposits and withdrawals.
Sales Assistant
Dr Horton
Midland , TX
02.2021 - 04.2022
- Supported sales team members to drive growth and development.
- Contacted customers via phone and email to explore connections, offer services and build rapport
- Implemented creative sales and marketing strategies to assist the sales team with reaching targets.
- Answered customers' questions about available products, prices, and features.
Service Manager 1
Wells Fargo & Company
Midland, Tx
08.2015 - 03.2020
- Effectively communicated with team members to maintain clearly defined expectations.
- Elevated customer satisfaction ratings by expediently resolving issues.
- Hired, trained, developed. and monitored performance of service department staff.
- Completed research on complex problems and resolved issues in a timely manner.
- Guaranteed positive customer experiences and resolved all customer issues.
Customer Service Representative
Wells Fargo
Midland, TX
06.2013 - 08.2015
- Established connections with new clients through proactive follow-up strategies.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Maintained confidentiality of bank records and client information.
- Delivered prompt, accurate and excellent customer service.
- Opened new customer accounts, including checking, savings and lines of credit.
Teller
Wells Fargo
Midland, TX
02.2013 - 06.2013
- Delivered prompt, accurate and excellent customer service.
- Processed cash withdrawals.
- Kept an accurate teller drawer to handle all customer bank transactions
- Examined checks for identification and endorsement.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Maintained confidentiality of bank records and client information.
Education
High School Diploma - General Studies
Ramon Magsaysay Cubao High School
1989
Some College (No Degree) - Bachelor in Advertising And Public Relation
Polytechnic University of The Philippines
Manila, PhilippinesSkills
- Training and development
- Focused on customer satisfaction
- Team management
- Meticulous attention to detail
- Results oriented
- Team player
- Bilingual
- Problem Solver
- Knowledgeable in Stenography
- Mature Professional
- Knowledge in Microsoft office software
- Task delegation
- Team building
Languages
Tagalog
Native/ Bilingual
English
Full Professional
Timeline
Personal Banker
American Momentum Bank
03.2023 - Current
Senior Teller/Senior Vault Teller
American Momentum Bank
04.2022 - 03.2023
Sales Assistant
Dr Horton
02.2021 - 04.2022
Service Manager 1
Wells Fargo & Company
08.2015 - 03.2020
Customer Service Representative
Wells Fargo
06.2013 - 08.2015
Teller
Wells Fargo
02.2013 - 06.2013
High School Diploma - General Studies
Ramon Magsaysay Cubao High School
Some College (No Degree) - Bachelor in Advertising And Public Relation
Polytechnic University of The Philippines
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