Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
9
9
years of professional experience
1
1
Certification
2
2
Languages
Work History
Client Support Analyst
Cypress Bank & Trust
09.2023 - 05.2024
Provide dedicated support to high-net-worth clients, addressing complex financial needs and ensuring superior customer satisfaction
Achieved a 20% increase in client satisfaction scores through personalized service and proactive problem-solving
Manage and administer trust accounts, ensuring compliance and meeting fiduciary needs for 150+ accounts with zero compliance issues
Serve as the primary point of contact, resolving inquiries promptly
Reduced average response time by 30%
Collaborate with advisors to develop tailored financial strategies, contributing to increased client portfolio growth
Conduct financial reviews, identifying opportunities to optimize plans and increase investment returns by an average of 15%
Consistently exceed performance metrics, maintaining a 95% client satisfaction rate and upholding the bank's reputation for excellence.
Streamlined support processes for increased efficiency and faster response times.
Participated actively in regular team meetings focused on continuous improvement of client support operations and service quality.
Personal Banker
PNC
03.2023 - 09.2023
Provided personalized financial advice, enhancing customer relationships and achieving a 20% increase in satisfaction scores