Senior Customer Service employee bringing over 20 years of experience to a thriving company. Proficient in business practices, standards of operation and customer needs. Empowering leader with passion for developing teams with focus on exceptional service delivery and customer retention.
Overview
11
11
years of professional experience
Work History
Business Service Associate I
Gwinnett County Tax Commissioner
Lawrenceville, GA
08.2023 - Current
Resolving payment and receivable issues.
Balancing and reconciling bank accounts, and compiling revenue reports.
Reconciling and preparing daily and monthly financial reports.
Performing clerical and receptionist functions which include filing and maintaining financial records, and answering phones.
Reconciles financial reports against records.
Researches and resolves complex payment or receivable problems.
Compiles, prepares and reviews a variety of reports related to financial activities in assigned areas.
Data entry of information on financial documents.
Processing tax corrections and refunds.
Records, analyses, verifies, reconciles and reports financial transactions.
Prepare a variety of reports on related financial activities.
Personal Banker/ Branch Manager Delegate
Wells Fargo
Stone Mountain, GA
10.2022 - 07.2023
Act in place of branch manager when not in branch and helping with manager activities.
Experience proactively engaging with customers through outreach via phone or email.
Ability to educate and connect customer to technology and share the value of mobile banking options.
Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
Experience working with others on a team to meet customer needs
Experience developing and maintaining strong customer relationships.
Ability to build strong relationships with internal partners.
Support customers and employees in resolving or escalating concerns or complaints.
Ability to interact with integrity and professionalism with customers and team members.
Ability to follow policies, procedures, and regulations
Branch Operations Associate Manager
Wells Fargo
Lilburn, GA
09.2018 - 10.2022
Trained 10 less-skilled service workers on standards, efficiency and conflict resolution for best-in-class customer service.
Leadership skills including ability to build, develop, and motivate diverse work team.
Increased experience addressing and resolving complex customer issues.
Ability to provide strong customer service while actively listening and responding in appropriate manner.
Expert in working with others on teams to meet customer needs.
Established cash handling experience.
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
Customer service, operations, or financial services management experience within high volume, fast-paced and constantly changing environment.
Ability to work effectively under pressure, meet deadlines, exercise independent judgment, and use critical thinking skills.
Ability to interact with integrity and professionalism with customers and team members.
Personal Banker
Wells Fargo
Stone Mountain, GA
04.2016 - 09.2018
Consistently ranked in top 10% for sales in district of over other talented bankers in district.
Customer service that focuses with experience handling complex transactions across multiple systems.
Trained and crossed trained over 10 tellers to improve customer satisfaction by 80%.
Expert experience in developing strong customer relationships.
Ability to educate and connect customers to technology and share values of mobile banking options.
Ability to identify potential fraudulent and risky accounts and take appropriate action to prevent loss.
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Experience proactively engaging with customers through outreach via phone or email.
Senior Lead Teller
Wells Fargo
Stone Mountain, GA
03.2013 - 04.2016
Supervisor of tellers and helping to assist customer transactions and manager approvals.
Executed customer transactions, including deposits withdrawals, money orders and checks.
Organized stocked and maintained teller window area.
Pulled daily reports.
Processed and exchanged foreign currency.
Sold money orders and cashiers checks.
Managed and balanced cash drawers daily.
Education
BBA - Accounting
Savannah State University
Savannah, GA
12.2008
Skills
Decision Making
Product and Service Sales
Multitasking and Prioritization
Analytical and Critical Thinking
Relationship Building
Attention to Detail
Professional Communication
Customer Service Excellence
Customer Support
Payment Processing
Sales Experience
Clerical Support
Computer Skills
Data Entry
Records Management
Adaptability and Flexibility
Timeline
Business Service Associate I
Gwinnett County Tax Commissioner
08.2023 - Current
Personal Banker/ Branch Manager Delegate
Wells Fargo
10.2022 - 07.2023
Branch Operations Associate Manager
Wells Fargo
09.2018 - 10.2022
Personal Banker
Wells Fargo
04.2016 - 09.2018
Senior Lead Teller
Wells Fargo
03.2013 - 04.2016
BBA - Accounting
Savannah State University
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