Michael Puckett
Kansas City,MO
Summary
Experienced with financial analysis, customer service, and risk management. Utilizes strong analytical skills and in-depth financial knowledge to provide effective banking solutions. Track record of fostering client relationships and enhancing team performance through collaborative efforts.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
9
9
years of professional experience
Work History
Banker
Capital One
Kansas City, MO
12.2022 - 02.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Online Banking Representative
UMB Bank
Kansas City, MO
01.2018 - 12.2019
- Contributed to an increase in cross-selling success by identifying potential product or service needs among clients during interactions.
- Efficiently managed escalated calls with diplomacy, ultimately achieving resolution while maintaining client relationships intact.
- Navigated multiple internal systems simultaneously while assisting customers, demonstrating strong multitasking capabilities.
- Proactively contacted clients regarding important account updates or changes, ensuring their awareness of vital information.
- Assisted clients in navigating the online banking platform, leading to increased usage and efficiency.
Inbound Call Center Representative
UMB Bank
Kansas City, MO
01.2017 - 01.2019
- Reduced call wait times by efficiently managing call queues and prioritizing urgent requests.
- Answered phone with friendly greeting to create positive inbound calling experience for customers.
- Handled high volume of inbound calls per shift to offer callers product and service information and generate quotes.
- Maintained high-quality service standards for all inbound calls, ensuring prompt and accurate assistance.
Senior Resolution Specialist
Synchroney Financial
Shawnee, KS
07.2015 - 11.2016
- Formulated focused and individualized resolutions aimed to peacefully settle disputes.
- Prepared written opinions or decisions regarding cases.
- Advised parties on dispute resolution processes, policies and procedures, helping disputants make informed choices.
- Researched and analyzed individual parties' positions to understand dispute background.
- Reviewed legal documents and contracts to determine potential conflicts and disputes.
- Drove dispute resolutions using effective problem-solving and by guiding mutual understanding of opposing viewpoints.
Education
Business Administration
Bauder College
Atlanta, CASkills
Investingate Claims Process Refunds Problem Resolution Brand Representation Product Knowledge
Timeline
Banker
Capital One
12.2022 - 02.2024
Online Banking Representative
UMB Bank
01.2018 - 12.2019
Inbound Call Center Representative
UMB Bank
01.2017 - 01.2019
Senior Resolution Specialist
Synchroney Financial
07.2015 - 11.2016
Business Administration
Bauder College