Summary
Overview
Work History
Education
Skills
Timeline
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ROBERT SUCHSLAND

Brea,CA

Summary

Experienced customer service professional with 13 years of expertise in the Banking and Finance industry. Proven track record of implementing efficient strategies and delivering high-quality services to clients. Skilled in fast-paced, team-based environments.

Overview

9
9
years of professional experience

Work History

Manager Intern

Capital Group
Irvine
02.2024 - Current
  • Coach, mentor and train team members to improve their job performance
  • Provide leadership during times of organizational change
  • Conduct performance reviews for team members
  • Resolve customer inquiries and complaints requiring management-level escalation

Client Service Representative

CB&T Capital Group
Irvine, CA
04.2021 - 02.2024
  • Subject Matter Expert (SME) for NAT associates
  • Reviewed and processed incoming sources with accuracy and attention to detail
  • Communicated effectively with Financial Professionals and Investors in order to problem solve and provide requirements
  • Managed time effectively in order to complete sources efficiently

Client Service Representative

Shareholder Service Capital Group
Irvine, CA
11.2019 - 04.2021
  • Provided exceptional service to Financial Professionals and Investors by assisting in various financial transactions, maintenance and overall product knowledge
  • Responsible for taking inbound calls with a high level of precision and attention to detail
  • Maintained personal daily targets and adherence

Investment Specialist

SchoolsFirst Federal Credit Union
Tustin, CA
08.2016 - 06.2019
  • Researched and resolved client investment needs
  • Worked effectively to meet/exceed productivity and quality standards
  • Made numerous outbound calls to various fund companies to process trades, receive requirements and follow up on paperwork
  • Advised clients with general investment information
  • Ensured compliance with regulatory guidelines in all aspects of investment activities

Member Service Representative II

SchoolsFirst Federal Credit Union
Anaheim, CA
09.2015 - 08.2016
  • Provided guidance to members on how best to use products or services offered by the organization.
  • Processed loan applications and documented loan decisions according to policy requirements
  • Performed daily tasks to ensure branch paperwork and procedures are in compliance with audit
  • Utilized consultative service skills to address the needs of members

Relationship Banker

Chase
Anaheim, CA
03.2015 - 08.2015
  • Obtained Series 6, 63, and Life Insurance licenses
  • Addressed customer inquires, problem solve and provide new product information
  • Successfully managed a portfolio of clients
  • Provided financial advisement
  • Established a positive rapport with partners, management team, and clientele

Personal Banker

Chase
Anaheim, CA
08.2103 - 02.2015
  • Assisted walk-in clients with any needs that they may have
  • Opened and maintained checking and savings accounts
  • Provided clients with a warm professional environment

Education

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ
05-2017

Skills

  • Attention to detail
  • Effective communication
  • Problem solving
  • Time management
  • Organizational abilities
  • Customer relations
  • Fast learner
  • Escalation management
  • Decision-Making
  • Coaching and Development
  • Conflict Resolution

Timeline

Personal Banker

Chase
08.2103 - 02.2015

Manager Intern

Capital Group
02.2024 - Current

Client Service Representative

CB&T Capital Group
04.2021 - 02.2024

Client Service Representative

Shareholder Service Capital Group
11.2019 - 04.2021

Investment Specialist

SchoolsFirst Federal Credit Union
08.2016 - 06.2019

Member Service Representative II

SchoolsFirst Federal Credit Union
09.2015 - 08.2016

Relationship Banker

Chase
03.2015 - 08.2015

Bachelor of Science - Business Administration

University of Phoenix

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ROBERT SUCHSLAND