Macie Robertson
Mansfield,OH
Summary
Personable and dedicated customer service representative with extensive experience in 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
5
5
years of professional experience
Work History
Deposit Operations Specialist (CONTRACT TEMP)
Lakeland Bank
REMOTE, NC
10.2022 - 04.2023
- Ensured compliance with applicable laws and regulations governing deposit operations.
- Reconciled data between multiple systems used in the department.
- Documented all review processes including notes, observations, analyses, recommendations.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Maintained accurate records of all transactions and customer interactions.
- Worked with cross-functional teams to achieve goals.
Bank Teller
PNC BANK
03.2022 - 08.2022
- Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions
- Informing customers about bank products and services
- Participated in weekly training sessions to stay abreast of changes in banking regulations.
- Maintained confidentiality of bank records, transactions and customer information.
- Maintained accurate records of all financial transactions.
Credit Card Consultant
PNC BANK
07.2021 - 03.2022
- Providing accurate and precise information to customers, ability to provide support from remote, multitasking ability, good knowledge about credit card operations, strong numerical or mathematical abilities and knowledge of credit transactions and operations
- I would also use sales pitches to upsell what is best for the client
- Reviewed existing policies and procedures to suggest necessary improvements.
- Analyzed complex information from multiple sources to identify patterns or trends.
- Developed effective working relationships with team members across multiple departments.
- Maintained high levels of professionalism while interacting with customers via phone or email.
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
Lead Associate of Operations
JP MORGAN CHASE
WOOSTER, OH
07.2018 - 03.2021
- An associate oversees the performance of team members while ensuring that clients get to receive optimal services
- Their responsibilities typically include establishing guidelines and objectives, managing schedules, generating leads, performing market research and analysis, and developing strategies to optimize the daily operations
- Achieve quarterly sales goals through upselling and referrals to financial specialists
- All while complying with all policies, procedures and regulatory banking
- Ensured compliance with all safety regulations throughout the store premises.
- Assisted manager by implementing new policies and training entire team on latest procedures.
- Trained new associates on company policies, procedures, and operational standards.
Education
Diploma -
Madison Comprehensive High School
Mansfield Oh05.2015
Skills
- Money Handling
- Asset Management
- Financial Transactions
- Regulatory Compliance
- Account updating
- Balance Transfers
- Payment Processing
- Upselling strategies
- Call handling
- Order Processing
- De-Escalation Techniques
- Calm Under Pressure
- Call Metrics
- Data Entry
- Active Listening
- Computer Skills
- Adaptability
- Time management abilities
- Multitasking
Affiliations
- Volunteering
Accomplishments
- Valedictorian at PNC university.
References
References available upon request.
Timeline
Deposit Operations Specialist (CONTRACT TEMP)
Lakeland Bank
10.2022 - 04.2023
Bank Teller
PNC BANK
03.2022 - 08.2022
Credit Card Consultant
PNC BANK
07.2021 - 03.2022
Lead Associate of Operations
JP MORGAN CHASE
07.2018 - 03.2021
Diploma -
Madison Comprehensive High School