Summary
Overview
Work History
Skills
Timeline
Generic

Robin Jones

St. Louis,MO

Summary

Motivated Customer Service Executive experienced in solving problems and building great client rapport. An enthusiastic team player. Pursuing a role within a company where hard work and honesty will be valued.

Overview

9
9
years of professional experience

Work History

Relationship Banker II

Regions Bank
St Louis, MO
12.2023 - Current
  • Resolved customer inquiries by conducting extensive research on account balances, transactions, fees, and interest rates.
  • Provided customer support for the seamless processing of new checking and savings accounts, along with other essential banking services like wire transfers and direct deposits.
  • Engaged in client discussions to determine their needs and propose the most fitting banking services.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Worked collaboratively with colleagues to develop creative and profitable strategies that met customer requirements while aligning with the bank's profitability objectives.
  • Enhanced service delivery through the efficient utilization of CRM tools to track client interactions, preferences, and feedback.
  • Mitigated risk and issues promptly by connecting with customers and providing instructions for effective problem resolution.
  • Developed and nurtured lasting client connections through tailored and attentive engagements.
  • Responded promptly to customer queries and resolved complaints effectively.

Scheduler/Post Closing Coordinator

Title 365, A Blend Company
Pittsburgh, PA
01.2021 - 04.2022
  • Effectively coordinated closings with borrowers, signing/closing agents and attorneys
  • Ensured successful completion of closings by actively engaging with clients and borrowers to address concerns
  • Reviewed and updated post closing documents for audit and correction, ensuring accuracy of borrower's signed closing documents.
  • Executed data input into computer systems for the purpose of tracking.
  • Managed post-closing activities such as deed recording, disbursement of funds and satisfaction of mortgages.
  • Provided exceptional customer service by responding promptly to inquiries regarding closing dates, loan status and other related issues.
  • Verified that mortgage documents were properly executed according to lender requirements.
  • Ensure fulfillment of loan closing requirements through meticulous documentation.
  • Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.

Personal and Universal Banker/Teller

FCB Banks
O'Fallon, IL
06.2016 - 12.2020
  • Provide a welcoming atmosphere by greeting customers with warmth, friendliness, and prompt completion of assigned duties
  • Provided top-notch customer support to enhance satisfaction
  • Oversaw and ensured smooth functioning of the Contract Postal Unit situated in the bank.
  • Identified potential fraud risks on accounts and reported suspicious activities to management.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Liaised between bank branches regarding best practices and operations.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.

Customer Service Associate

Walgreens
Swansea, IL
11.2015 - 06.2016
  • Supported customer service goals and enhanced relations through friendly, knowledgeable, and positive communication.
  • Trained new hires on products and services, best practices, and protocols to reduce process gaps.
  • Assisted clients efficiently and professionally by providing exceptional customer service
  • Successfully completed tasks as requested by manager in a timely and efficient manner.
  • Demonstrated active listening skills when responding to customer questions and complaints.
  • Managed multiple tasks simultaneously while maintaining accuracy and attention to detail.

Skills

  • Customer Service
  • Relationship Building
  • Performance Tracking
  • Report Generation
  • Closing processes understanding
  • Transaction Management
  • Client Communication
  • Document Preparation
  • Closing Disclosures

Timeline

Relationship Banker II

Regions Bank
12.2023 - Current

Scheduler/Post Closing Coordinator

Title 365, A Blend Company
01.2021 - 04.2022

Personal and Universal Banker/Teller

FCB Banks
06.2016 - 12.2020

Customer Service Associate

Walgreens
11.2015 - 06.2016

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Robin Jones