Corey Kinoshita
Denton,USA
Summary
Experienced customer service representative with strong oral and written communication skills, active listening abilities, and analytical problem-solving capabilities. Dedicated to enhancing customer experiences through service-oriented behaviors, understanding customer desires, and delivering customized solutions to foster loyalty.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate, Alliance
Charles Schwab & Co., Inc.
05.2023 - Current
- Assist in evaluating investment products, helping clients make informed financial decisions
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Connect with advisors of our clients to help them with ensuring everything is In Good Order with their client's accounts
- Ensure the security of client’s accounts with dedicated fraud investigations support via internal support teams and as an Identity Theft team member
- Connect with various team members across different internal organizations to ensure that information given is accurate and to provide quality assistance to our clients.
Sr. Fraud Analyst II
Bank of America
01.2018 - 01.2023
- Led a team in managing customer service inquiries, credit card/debit card maintenance, and digital education.
- Successfully analyzed and prevented high risk wire and Zelle fraud, ensuring the security of financial transactions.
- Provided expert assistance to Preferred Rewards members, contributing to overall customer satisfaction.
- Conducted coaching and training sessions for team members, enhancing their performance.
Education
High School Diploma -
Temple High School
Temple, TX06-2007
Skills
- Effective team collaboration
- Efficient at acquiring new skills
- Collaborative team guidance
- Excellent communication
- Analytical thinking
Certification
- Obtained SIE in order to obtain licenses with S7/63/65/9/10
2025 Founder's Award Recipient
I was recently awarded the 2025 Charles Schwab Founder's Award for excellence in client satisfaction, production with my team and assisting my team and clients to find solutions to their goals.
Timeline
Associate, Alliance
Charles Schwab & Co., Inc.
05.2023 - Current
Sr. Fraud Analyst II
Bank of America
01.2018 - 01.2023
High School Diploma -
Temple High School
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