Summary
Overview
Work History
Education
Skills
Timeline
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Noah Walker

Phoenix,AZ

Summary

Dynamic and results-oriented financial professional with extensive experience in account management and wealth management services. Proven track record as a Lead Account Specialist at Discover Financial, where I successfully managed client inquiries and delivered exceptional customer service, consistently ranking in the top 5% of trainees. Previously served as a Wealth Management Representative at Bank of America, leveraging strong interpersonal skills to build lasting client relationships and provide tailored financial solutions. Committed to driving client satisfaction and fostering financial growth through effective communication and strategic problem-solving.

Overview

5
5
years of professional experience

Work History

Head Cashier

Lowes Home Improvment
12.2023 - Current
  • Maintained a clean and organized work area, contributing to a pleasant shopping environment for customers.
  • Mentored new cashiers, providing comprehensive training that resulted in increased productivity.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Handled escalated customer concerns with professionalism and empathy, working diligently toward satisfactory resolutions.
  • Educated employees on register use, merchandising, and customer service.
  • Provided exceptional customer service by promptly resolving issues and fostering positive relationships with patrons.

Wealth Management Representative

Bank of America Merrill Lynch
01.2022 - 11.2023

- Navigate through multiple applications, systems, tools, and resources to provide clear and accurate information on client inquiries related to retail, retirement, and brokerage accounts.

- Handle escalated and complex inquiries with care, focusing on resolving concerns in a timely manner and delivering exceptional customer service.

- Manage risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying and escalating potential risks.

- Communicate effectively, offering empathy and demonstrating professionalism in all interactions with clients.

- Utilize multiple systems to assist clients in transitioning to online and self-service delivery channels, ensuring they have constant access to their accounts.

Leas Account Specialist

Discover Financial
10.2019 - 05.2022
  • Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
  • Completed routine and complex account updates to resolve problems.
  • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
  • Resolved complex billing and payment issues for balanced, accurate accounts.
  • Adhered to standards of quality and service as well as all compliance requirements.

Education

Bachelors Of Science - Finance

Southern New Hampshire University
Hooksett, NH

Bachelor Of Science - Business Management

Wilmington University
New Castle, DE

High School Diploma - High School Diploma

Westview High School
Avondale, AZ
05.2018

Skills

  • Customer Service
  • Positive Attitude
  • Time Management
  • Cash Handling
  • Cash handling expertise
  • Problem-Solving
  • Attention to Detail
  • Multitasking
  • Excellent Communication

Timeline

Head Cashier

Lowes Home Improvment
12.2023 - Current

Wealth Management Representative

Bank of America Merrill Lynch
01.2022 - 11.2023

Leas Account Specialist

Discover Financial
10.2019 - 05.2022

Bachelors Of Science - Finance

Southern New Hampshire University

Bachelor Of Science - Business Management

Wilmington University

High School Diploma - High School Diploma

Westview High School
Noah Walker