Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
Hi, I’m

Niamah Mosley

The way to get started is to quit talking and begin doing.
Walt Disney
Niamah Mosley

Summary

Successful Customer Service Professional with 7+ years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.

Overview

7
years of professional experience

Work History

Empower Retirement

Financial Customer Service Professional
08.2022 - Current

Job overview

  • Process contribution changes, withdrawals, loans and communicate critical plan updates and changes
  • Process general account changes upon direction from customer
  • Provide solutions to assist customers with their accounts
  • Acquires and distributes relevant information and documentation to plan participants and beneficiaries
  • Explain retirement benefit plan policies and procedures to participants
  • Route calls to appropriate resource
  • Documented call information according to standard operating procedures
  • Complete call logs
  • Developed effective relationships with all call center departments through clear communication
  • Respond to an average of 30-40 telephone inquiries per day from clients with diverse backgrounds inquiring on complex financial issues regarding balance, transaction, and statement history.

MECU

Member Service Rep II
08.2021 - 07.2022

Job overview

  • Accurately process transactions and new account openings in a timely and professional manner
  • Constantly look for ways to improve processes that will improve the customer's experience and communicate those ideas to Branch Management
  • Meets or exceeds established referral and sales goals for both business and consumer clients
  • Assists in branch call efforts by reviewing, updating, and calling prospect lists regularly
  • Maintain current knowledge of all Federal and State laws and regulations, along with the Bank's policies and procedures
  • Working with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents
  • Respond to all members' inquiries in a timely and professional manner
  • Have a thorough knowledge of Credit Union and departmental services, policies, and procedures
  • Complete outgoing wire transfers

Truist Financial

Relationship Banker
03.2020 - 08.2021

Job overview

  • Contribute to the attainment of bank office sales goals and related objectives by promoting the bank's products and services and by generating leads and referrals
  • Develop business relationships with potential customers through sales calls
  • Sell products and services to customers and recommend and refer to appropriate alternative investment options to customers
  • Provide exceptional customer service promptly and efficiently processing customer transactions and promote positive public relations
  • Research customer questions, resolve account issues, and analyze account close-outs to assess the potential for future business
  • Verify customers' understanding of the servicing of their loan and clarify/provide additional information as needed in order to answer questions and concerns
  • Maintain, manage, and track all pending/outstanding loan documents and exceptions
  • Complete outgoing wire transfers

M&T Bank

Service Associate
07.2018 - 03.2020

Job overview

  • Balanced daily cash deposits and bank vault inventory with zero error rate
  • Processed cash withdrawals
  • Offered every customer an exceptional service level by remaining friendly and professional during every transaction
  • Managed opening and closing times for the main branch
  • Verified amounts and integrity of every check or funds transfer
  • Fulfilled diverse duties to provide customer service, operate money counters, balance, and replenish ATM's
  • Maintained confidentiality of bank records and client information.

TD Bank

Teller II
12.2016 - 03.2018

Job overview

  • Recommended additional products, services, and benefits for customers
  • Maintained optimal financial controls by securing funds and making accurate transactions
  • Maintained confidentiality of bank records and client information
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse
  • Balanced daily cash deposits and vault inventory with zero error rate
  • Examined checks for identification and endorsement
  • We offer every customer an exceptional service level by remaining friendly and professional during every transaction
  • Met or exceeded sales goals by promoting bank products and services in every interaction.

Education

Western Governors University
Salt Lake City, UT

Bachelor of Science from Business Administration
08.2025

Skills

  • Customer Service and Assistance
  • Problem-Solving Ability
  • Active Listening
  • Research
  • Customer Service Excellence
  • Clear Spoken Communication Skills
Availability
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Timeline

Financial Customer Service Professional

Empower Retirement
08.2022 - Current

Member Service Rep II

MECU
08.2021 - 07.2022

Relationship Banker

Truist Financial
03.2020 - 08.2021

Service Associate

M&T Bank
07.2018 - 03.2020

Teller II

TD Bank
12.2016 - 03.2018

Western Governors University

Bachelor of Science from Business Administration
Niamah Mosley