Makenzie Taveras
PLANTATION,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Financial Intelligence Unit Specialist
SouthState Bank
11.2022 - Current
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Evaluated customer data to identify and prevent fraudulent activities.
Community Development Advocate
SouthState Bank
04.2022 - 01.2023
- Identify needs in Broward County to the LMI population
- Work with local leadership to expand the banks presence
- Serve the community through monetary donations and community service
Client Support Specialist, Treasury Management
SouthState Bank
09.2021 - 10.2022
- Interacted with team members across departments to research and resolve customer issues.
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
- Verified basic needs are being met, providing navigation assistance for various benefits and available services.
- Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Delivered prompt service to prioritize customer needs.
- Trained staff on operating procedures and company services.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
Head Teller
SouthState Bank
06.2016 - 09.2021
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Replenished ATM funds in empty canisters prior to validation process.
- Answered inquiries regarding checking and savings accounts and other related products.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Identified potential needs through observation, questioning, and listening.
- Introduced customers to other bank team members to help meet financial needs.
- Mentored newly hired team members on appropriate responses to patron questions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Executed wire transfers, stop payments and account transfers.
- Processed applications for new accounts.
- Wrote and distributed customer correspondence.
Education
High School Diploma -
Western High School
Broward County, FL05.2011
Skills
- Customer Service
- Loss Prevention
- Decision-Making
- Exceptional Time Management Skills
- Critical Thinking
Accomplishments
Leadership Broward Graduate June 2021
Timeline
Financial Intelligence Unit Specialist
SouthState Bank
11.2022 - Current
Community Development Advocate
SouthState Bank
04.2022 - 01.2023
Client Support Specialist, Treasury Management
SouthState Bank
09.2021 - 10.2022
Head Teller
SouthState Bank
06.2016 - 09.2021
High School Diploma -
Western High School