Maya Pilot
Dallas
Summary
Customer-focused client support representative with experience in managing client relationships, resolving complex issues and delivering exceptional customer service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Service Representative
CAE
Dallas
11.2023 - Current
- First point of contact for the clients for all questions, requests, and concerns.
- Responded via email and phone to customer requests for products, services, and company information.
- Investigated and resolved accounting, scheduling, and training concerns.
Fraud & Dispute Analyst / Digital Banker
US Bank
Remote
06.2022 - 09.2023
- Assisted with inquiries about deposit accounts, investment accounts, and credit cards.
- Guided customers through online banking platforms to ensure they were receiving the full benefit of U.S. Bank's services.
- Researched and investigated over 100 fraud and dispute claims per month.
Assistant Branch Manager
Regional Finance
Fort Worth
10.2020 - 08.2021
- Opened and reviewed consumer loan applications, offered basic credit advice, and approved funding within compliance and DTI metrics.
- Trained and coached a team of five staff members on upselling techniques and collection tactics.
- Collected on delinquent accounts, reducing the branch's monthly collection by 2% per month.
Education
Associate of Arts - Business Administration And Management
Collin College
McKinney, TX05.2027
Skills
- Customer support
- Critical thinking
- Detail-oriented
- Sales of financial products and services
- Account reconciliation
- Regulatory compliance
Certification
CNP - Certified Notary Public
Timeline
Client Service Representative
CAE
11.2023 - Current
Fraud & Dispute Analyst / Digital Banker
US Bank
06.2022 - 09.2023
Assistant Branch Manager
Regional Finance
10.2020 - 08.2021
Associate of Arts - Business Administration And Management
Collin College
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