Michelle Trewin
Fond du Lac,WI
Summary
Customer service professional with extensive experience in financial environments, adept at managing client inquiries and resolving issues efficiently. Committed to continuous professional development and contributing to team success as a Loan Input Processor at National Exchange Bank & Trust.
Overview
13
13
years of professional experience
Work History
Client Assistant
Wells Fargo Advisors
Fond du Lac, Wisconsin
11.2024 - 02.2026
- Supported financial advisors by preparing detailed client presentations and reports to enhance client engagement.
- Coordinated client meetings and managed scheduling for advisors.
- Processed client documentation to ensure compliance with regulatory standards.
- Provided support in managing client accounts and responding to inquiries.
- Collaborated with team members to streamline office operations and workflows.
- Processed payments from customers according to established procedures.
- Input client data into the company's database system for accurate record-keeping.
Universal Banker/Receptionist
Fvsbank
Fond du Lac, Wisconsin
02.2013 - 11.2024
- Assisted customers with account opening and closing processes.
- Processed transactions accurately and efficiently at the teller station.
- Educated clients on products and services to enhance overall banking experience.
- Resolved customer inquiries and complaints to maintain satisfaction levels.
- Collaborated with team members to streamline banking operations effectively.
- Managed cash drawer, ensuring accuracy in daily reconciliations.
- Cross-sold financial products to align with client needs and expand service offerings.
- Maintained compliance with banking regulations and internal policies diligently.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Verified customer identity through driver's license or other forms of identification.
- Advised customers on how to use mobile banking applications effectively.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Assisted customers with online banking setup and troubleshooting issues.
- Assisted customers with setting up direct deposits for their payroll checks.
- Received incoming wires from other financial institutions into customer accounts.
- Managed escalations with professionalism and knowledgeable support to address client needs and uphold bank reputation.
- Completed daily cash balancing and operated ATMs.
Skills
- Transaction processing
- Document processing
- Compliance awareness
- Calendar management
- Scheduling appointments
- Time management
- Strong organizational skills
- Client relationship building
- Professional phone etiquette
Timeline
Client Assistant
Wells Fargo Advisors
11.2024 - 02.2026
Universal Banker/Receptionist
Fvsbank
02.2013 - 11.2024