Rachel Tucker
Aurora,IL
Summary
Proven track record at Bank of America, excelling in relationship building and fraud prevention. Enhanced client trust and retention by offering tailored financial solutions and maintaining stringent compliance standards. Demonstrated expertise in sales and interpersonal communication, significantly contributing to business growth and customer satisfaction.
Overview
7
7
years of professional experience
Work History
Personal Banker
Bank of America
01.2015 - 05.2015
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Claims Specialist
State Farm
07.2014 - 12.2014
- Managed a high volume of claims effectively by prioritizing tasks and maintaining excellent organizational skills.
- Enhanced customer satisfaction with timely communication, empathy, and clear explanations of claim outcomes.
- Developed strong working relationships with external partners such as adjusters, legal counsel, and medical professionals to facilitate efficient claim resolution processes.
- Settled complex claims fairly by applying critical thinking, negotiation skills, and detailed knowledge of insurance policies.
Trust Relationship Specialist
Heartland Bank and Trust
02.2009 - 05.2014
- Organized events for high-net-worth clients to foster community building and enhance brand loyalty.
- Leveraged data-driven insights to identify potential areas of improvement in account management processes, leading to enhanced client experiences.
- Collaborated with cross-functional teams to develop strategies for improving customer retention rates.
- Established long-lasting connections with new clientele by utilizing effective rapport-building techniques during initial interactions.
Payroll Analyst
Boeing
01.2008 - 08.2008
- Provided exceptional customer service when addressing employee inquiries about paychecks or withholdings, fostering positive workplace relations.
- Managed year-end reporting tasks such as W-2s preparation and distribution, ensuring timely delivery to employees.
- Maintained strict confidentiality of employee information, adhering to company policies and legal requirements for data protection.
- Resolved payroll discrepancies promptly, addressing employee concerns and maintaining satisfaction.
Education
Bachelor of Science - Accounting
Indiana State University
Terre Haute, IN12-2007
Skills
- Branch operations
- Fraud prevention
- Sales expertise
- Relationship building and management
Timeline
Personal Banker
Bank of America
01.2015 - 05.2015
Claims Specialist
State Farm
07.2014 - 12.2014
Trust Relationship Specialist
Heartland Bank and Trust
02.2009 - 05.2014
Payroll Analyst
Boeing
01.2008 - 08.2008
Bachelor of Science - Accounting
Indiana State University
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