Rachel Menton
Cowpens,South Carolina
Summary
Dedicated professional with a strong background in providing empathetic based financial customer services in a higher education environment. My educational background combined with my experience provides assistance with each student to progress with their educational journey. Skilled in financial literacy and excessive borrowing conversations. Committed to advocating for students to set them up for success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Finance Counselor
Southern New Hampshire University
08.2022 - Current
- In my primary role as a Finance Counselor II I provide students first class customer service striving to meet each individuals expectation.
- I assist students with with Financial Aid related questions with an emphasis in financial literacy in a variety of areas encompassing phone calls, email, and chat/SMS .
- I am active in weekly team building exercises. I have lead team meetings as the presenter on several occasions.
- I support different teams with in Student Financial Services including the ETS team, credit and collections team, and inbound.
- My current primary role is the outbound team as of June 1, 2024. Duties encompas assisting in a variety of areas including balances outreach, case load, and new student outreach.
Banker III
Peoples United Bank
03.2019 - 08.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Host Trainer & Server
Hard Rock Café
06.2018 - 12.2018
- Mentored new hires through comprehensive onboarding processes, resulting in well-prepared team members.
- Adapted quickly to changing situations and demands, ensuring smooth operations during peak hours.
- Provided attentive service by promptly greeting guests upon arrival and escorting them to their tables.
- Gathered valuable guest feedback for continuous improvement of services offered within the establishment.
- Collaborated with management to identify areas for improvement in staff performance and service quality.
- Established strong rapport with returning customers, fostering loyalty and repeat business for the restaurant.
- Enhanced guest experience by providing exceptional service and maintaining a welcoming atmosphere.
Education
Ph.D. - Forensic Psychology
Walden University
Minneapolis, MN08.2028
MASTER OF SCIENCE in Psychology -
Southern New Hampshire University
05.2024
Bacholors of Arts in Pscyhology -
Southern New Hampshire University
08.2022
Skills
- Public speaking ability
- Self-care strategies
- Time Management
- Team Collaboration
- Decision-Making
- Emotional Support
- Conflict Resolution
- Case Management
- Multitasking
- Problem-solving abilities
- Attention to Detail
- Problem-Solving
- Teamwork and Collaboration
- Building rapport
- Empathy Development
Accomplishments
- Presenter at the Mckenna House in Concord New Hampshire assisting homeless residents with financial literacy in June 2022.
- Collaborated with Habitat for Humanity with assistance in preparing houses fo need based individuals in 2017.
- Recent active member since August 2024 of NADDAC concentrating on Alcoholism, Drug Abuse, Counselors for working professionals to develop a strategic plan for future treatment options.
Certification
Crime Scene Certificate
Timeline
Finance Counselor
Southern New Hampshire University
08.2022 - Current
Banker III
Peoples United Bank
03.2019 - 08.2022
Host Trainer & Server
Hard Rock Café
06.2018 - 12.2018
Ph.D. - Forensic Psychology
Walden University
MASTER OF SCIENCE in Psychology -
Southern New Hampshire University
Bacholors of Arts in Pscyhology -
Southern New Hampshire University
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