Morgan Glaser
Petoskey,MI
Summary
Client advocate with expertise in technical and operational services within the banking industry. Proven track record in training, public speaking, technical support, and customer service. Skilled in business and retail banking, driving growth through effective communication of company values.
Overview
5
5
years of professional experience
Work History
Client Experience Manager
Q2
Austin, TX
09.2018 - 07.2021
- Managed client onboarding processes, ensuring seamless transitions to services.
- Developed strong client relationships through regular communication and support.
- Conducted sales presentations for corporate clients to drive engagement.
- Collaborated with internal teams to address client needs and swiftly resolve issues.
- Oversaw client accounts, focusing on satisfaction and retention strategies.
- Trained clients on product knowledge and effective sales techniques.
- Worked with teams to enhance client experience and satisfaction metrics.
Virtual Banking Specialist
First Community Bank
Harbor Springs, Michigan
01.2016 - 09.2018
- Assisted customers with account inquiries and transaction processing.
- Educated clients about banking products and services available.
- Collaborated with team members to resolve customer issues efficiently.
- Processed online account openings, closings, and changes promptly.
- Facilitated training sessions for new staff on banking procedures.
- Maintained updated knowledge of banking regulations and laws related to consumer protection and fraud prevention.
- Provided customer service and support to clients regarding banking products and services.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Assisted in creating new accounts, processed deposits and withdrawals, and maintained accurate records of transactions.
- Provided guidance and assistance to staff members as needed.
- Researched customer inquiries regarding account balances, interest rates, fees.
- Developed training materials used by staff members during onboarding process.
- Educated customers on banking policies, procedures, and digital banking platforms.
- Conducted account maintenance activities, such as updating personal information and resolving discrepancies.
Skills
- Client onboarding and account management
- Customer relationship management
- Sales presentations and product training
- Complaint resolution
Accomplishments
Circle of Awesomeness Q2, 2021
Timeline
Client Experience Manager
Q2
09.2018 - 07.2021
Virtual Banking Specialist
First Community Bank
01.2016 - 09.2018