Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mitchell Peterson

Billings,MT

Summary

Dynamic customer service professional focused on enhancing client satisfaction by resolving complaints and providing clear banking and loan product education. Strong background in compliance and data management supports a seamless customer experience.

Overview

19
19
years of professional experience

Work History

Customer Service Representative

Wells Fargo Bank, N.A.
Billings, MT
06.2008 - 10.2025
  • Resolved customer complaints by providing timely and effective solutions, enhancing customer satisfaction.
  • Educated clients on banking and loan products, improving their understanding and confidence in services.
  • Collaborated with team members on strategies that improved overall customer experience and service delivery.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Ensured compliance through thorough understanding of policies during client interactions.

Mutual Fund Accountant

Ameriprise Financial
Minneapolis, Minnesota
06.2006 - 08.2006
  • Oversaw daily accounting operations for mutual fund portfolios, ensuring accurate financial reporting.
  • Executed reconciliation of financial statements to maintain compliance and accuracy.
  • Analyzed fund performance data to support investment decision-making.
  • Prepared detailed reports for regulatory submissions and audits.
  • Facilitated transaction processing by coordinating effectively with custodians and brokers.

Education

Bachelor of Science - Business Administration

University of Mary
06-2007

Skills

  • Customer service
  • Complaint resolution
  • Policy compliance
  • Product education
  • Data management
  • Client communication
  • Microsoft office
  • Regulatory compliance
  • Attention to detail
  • Standard operating procedures

Timeline

Customer Service Representative

Wells Fargo Bank, N.A.
06.2008 - 10.2025

Mutual Fund Accountant

Ameriprise Financial
06.2006 - 08.2006

Bachelor of Science - Business Administration

University of Mary
Mitchell Peterson