Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Paris Shepherd

Hanover Park,IL

Summary

Dedicated professional with a strong background in customer service. Skilled in building and maintaining relationships with clients to provide them with peace of mind and personalized solutions to help them reach their goals. Highly organized with exceptional ability to manage multiple tasks and maintain detailed records. Proven track record of prioritizing workload, meeting deadlines, and ensuring efficient and effective operations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Retail Relationship Banker

BMO US
11.2022 - Current
  • Proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities
  • Handling multiple fraud cases with the responsibility of regular customer follow-up, monitoring accounts, and uploading necessary documentation relevant to the case
  • Analyzing issues and exercising problem-solving skills
  • Organizing work information to ensure accuracy and completeness in a timely manner
  • Participated in community outreach programs to promote financial literacy initiatives.

Internal Contact Center Associate

BMO US
11.2021 - 11.2022
  • Ensuring employees are retaining the appropriate documentation for trusts, estates, and commercial accounts for our review
  • Fast-paced environment with communication via Microsoft teams, outlook, and by phone
  • Providing guidance on Employee Directives and Procedures
  • Researching customer Transactions
  • Participated in team meetings to discuss strategies for improving service levels
  • Monitored incoming correspondence and respond to bankers in a timely manner
  • Trained new employees on contact center processes and procedures
  • Resolved banker inquiries, questions, and concerns to consistently offer quality service and meet performance benchmarks.

Customer Experience Representative (Bank Teller)

BMO US
11.2020 - 11.2021
  • Verified customers' identification to ensure compliance with laws and regulations
  • Efficiently completed daily tasks in a timely manner
  • Answered customer inquiries regarding bank products and services
  • Performed daily reconciliation of teller drawer within established limits
  • Handled large volumes of currency quickly and accurately with minimal errors
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.

Financial Services Representatives

Lending Solutions INC.
06.2018 - 11.2020
  • Resolved complex customer issues in a timely manner by utilizing problem-solving skills
  • Assisted customers with a variety of inquiries related to banking products and services, including deposits, withdrawals, transfers, and account maintenance
  • Maintained detailed records of customer interactions via automated tracking system
  • Generated reports regarding customer calls, transaction volumes and other performance metrics
  • Opened and serviced accounts within authorized limits
  • Processed incoming payments from customers according to established policies and procedures
  • Utilized available resources to research solutions for customer inquiries or complaints.

Education

Highschool Diploma -

Bartlett Highschool
05.2018

Skills

  • Customer service
  • Relationship building
  • Client management
  • Problem solving
  • Organization
  • Task management
  • Record keeping
  • Prioritization
  • Deadline management
  • Efficiency
  • Operations management

Certification

NMLS, 11/2022

Timeline

Retail Relationship Banker

BMO US
11.2022 - Current

Internal Contact Center Associate

BMO US
11.2021 - 11.2022

Customer Experience Representative (Bank Teller)

BMO US
11.2020 - 11.2021

Financial Services Representatives

Lending Solutions INC.
06.2018 - 11.2020

Highschool Diploma -

Bartlett Highschool

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Paris Shepherd