Experienced leader with exceptional customer service skills seeking a role at a respected organization. Skilled in creating a supportive work atmosphere that fosters growth and success. Passionate about delivering top-notch service and driving operational excellence in a collaborative setting. Committed to continuous improvement and making a meaningful impact within the company.
Overview
14
14
years of professional experience
Work History
Client Services Coordinator
JMG Financial Group, Ltd.
10.2020 - 06.2025
Coordinated client onboarding processes to enhance engagement and satisfaction.
Developed and maintained strong relationships with clients, addressing inquiries and resolving issues.
Streamlined communication between departments to improve service delivery and response times.
Conducted regular follow-ups with clients to ensure ongoing support and identify additional needs.
Trained new team members on operational procedures and best practices for client interaction.
Assisted in the development of client service policies, ensuring alignment with organizational goals.
Developed strong relationships with clients by providing exceptional customer support and maintaining open lines of communication.
Provided timely updates on project status to clients, ensuring transparency throughout the entire process while building trust in our services.
Implemented regular follow-ups with clients to ensure their ongoing satisfaction and to address any concerns before they developed into larger issues, proactively managing potential risks.
Handled escalated cases professionally while maintaining composure under pressure situations, demonstrating excellent problem-solving abilities under stressors common in the Client Services Coordinator role.
Coordinated with internal departments to resolve any issues that impeded client success, facilitating smooth operations and increased satisfaction levels.
Streamlined processes for improved efficiency in managing client requests and inquiries.
Enhanced client satisfaction by promptly addressing and resolving concerns through effective communication.
Maintained comprehensive records of client interactions, enabling better tracking of service history and needs.
Contributed ideas during team meetings that led to the implementation of innovative solutions for enhanced customer experience management.
Trained new Client Services Coordinators on best practices by offering hands-on guidance through shadowing sessions and frequent check-ins, fostering a well-informed and cohesive team dynamic.
Retail Relationship Banker
BMO Harris Bank
04.2018 - 10.2020
Open and close deposit products (i.e. checking and saving accounts)
Complete applications for consumer loans and lines of credit including credit cards
Aid the tellers on the service line in the main bank and drive thru location
Perform teller transactions
Close and open Main Branch and Drive-thru
Balancing and audit duties
Adhere to all compliance, risk management and bank regulations
Perform daily overrides and approve transactions
Complete all quarterly and monthly branch audits
Educate customers of product promotions within bank
Complete daily sales incentives (i.e. calls and meeting requirements)
Order supplies and cash for branch
Assist with Incoming Customer Contact Center Calls for the NACCC
Senior Service Representative
BMO Harris Bank
09.2015 - 04.2018
Complete all branch quarterly and monthly audits
Complete work schedule for teller line
Perform daily overrides and oversee and approve transactions
Train new employees for Service Rep roles
Maintain and audit vault supply (i.e. checks, cash, and coin)
Supervise coworkers and aid bankers in bank transactions
Close and open main branch as well as drive thru
Perform all teller transactions
Balancing and audit duties
Refer banking products to customers
Maintain referral goals to bankers
Help with promotions within bank
Aid bankers with account maintenance and Safe Deposit Box duties and audits
Complete all supply orders for the branch
Volunteer to help at other branches
Service Representative
BMO Harris Bank
07.2012 - 09.2015
Perform all teller transactions
Balancing and audit duties
Refer banking products to customers
Maintain referral goals to bankers
Help with product promotions within bank
Aid bankers with account maintenance and Safe deposit box duties and audits
Volunteer to fill in at other Harris locations when needed
Business Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial GroupBusiness Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial Group