Odelia Waldron
Union,NJ
Summary
Dynamic professional with a proven track record at Wells Fargo, adept in communication and Microsoft Office. Excelled in enhancing customer satisfaction and exceeding sales goals through effective client relations and financial analysis. Demonstrated expertise in vendor management and customer service, achieving high levels of efficiency and professionalism.
Overview
9
9
years of professional experience
Work History
Associate Customer Service
Wells Fargo
New York, NY
03.2020 - Current
- Addressed customer issues empathetically through various channels while striving to improve their experience with financial services.
- Enhanced customer satisfaction by effectively managing inquiries and issues through multiple communication platforms in a fast-paced setting.
- Perform routine tasks such as answering inquiries, resolving problems, and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations, and navigating multiple computer systems.
- Delivered exceptional customer service by actively listening to and understanding client concerns.
- Demonstrated outstanding verbal, written, and interpersonal communication skills with integrity and high professionalism across all levels of employees and customers.
Business Specialist
Wells Fargo
New York, NY
04.2017 - 03.2020
- Maintained high customer satisfaction levels through successful management of commercial client portfolios.
- Executed thorough financial assessments to uncover potential business ventures.
- Offered expert recommendations for personalized financial solutions tailored to client requirements.
- Partnered with various departments to enhance the efficiency of loan origination and secure prompt transaction completion.
- Conducted risk assessment and ensured regulatory compliance standards were met.
Personal Banker
Wells Fargo
New York, NY
11.2015 - 04.2017
- Assist customers with banking requests and financial requests.
- Developed strong relationships with potential clients by actively listening to their needs.
- Performs branch operational tasks.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Promoted additional bank services through personal contact with customers.
Education
Bachelor - Business Administration And Management
Medgar Evers College
New YorkSkills
- Communication skills
- Data entry
- Invoicing
- Vendor Management
- Microsoft Office
- Customer relations
- Payment processing
- Account updating
- Entry verification
- Accounts payable auditing
Timeline
Associate Customer Service
Wells Fargo
03.2020 - Current
Business Specialist
Wells Fargo
04.2017 - 03.2020
Personal Banker
Wells Fargo
11.2015 - 04.2017
Bachelor - Business Administration And Management
Medgar Evers College