MARQUELLE VINSON
Antioch,CA
Summary
I started in the banking industry in 2004 and have constantly remained in this field for 18 years. I have learned many skills in my journey, and I can deliver results on any task required.
Overview
12
12
years of professional experience
Work History
Operations Representative
Chevron FCU
Concord, CA
04.2020 - Current
- Verify wire requests and submit to be processed
- Verify and respond to levies for all government agencies i.e.
- Child support,
- IRS/Franchise tax board
- Process and close secure messages for members for a wide range of account maintenance inquiries i.e.
- Account verification letters, statement requests, new accounts, certificate of deposit renewals
Call Center Representative
Chevron FCU
Concord, CA
03.2014 - 04.2020
- Answer incoming phone calls in a professional manner
- Accurately provide account information and business inquires
- Anticipate financial needs of members
- Process account maintenance requests accurately and timely to meet all metrics
Claims Representative
Wells Fargo
Concord, CA
02.2010 - 07.2012
- Worked productively in fast-moving work environment to process large volumes of debit card claims.
- Interviewed customers to verify information and obtain additional details. Requested documentation to support claims
- Prepared claim forms with detailed information and circumstances regarding dispute
- Followed up with customers on unresolved issues and or needed documentation for resolution.
Universal Sales and Service Banker
Wells Fargo
Concord, CA
10.2008 - 02.2010
- Opened, closed and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provided advice on different bank products and financial options.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Evaluated client financial positions and identified most appropriate banking products.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Education
In Process - Business Marketing
Diablo Valley College
Pleasant Hill, CA06.2025
Skills
- 18 years of strong and excellent experience
- Type 45 WPM
- Easily learn new systems to yield accurate work
- Organized
- Wonderful interpersonal skills
- Active listening
- Loan Applications
- Client Needs Assessment
- Operational Support
Volunteer Work
In 2012 I volunteered with Writer Coach Connection for Alameda County youth for two years. Our objective was to help students write and think critically.
Timeline
Operations Representative
Chevron FCU
04.2020 - Current
Call Center Representative
Chevron FCU
03.2014 - 04.2020
Claims Representative
Wells Fargo
02.2010 - 07.2012
Universal Sales and Service Banker
Wells Fargo
10.2008 - 02.2010
In Process - Business Marketing
Diablo Valley College
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