I am licensed to write Life, Health, Property & Casualty insurance policies in MN, WI, FL and TX
I helped people manage their everyday risk by having fact-finding conversations and making coverage recommendations based on their needs and goals
I serviced existing accounts, made policy changes, took payments, and found opportunities to add additional coverage
I fielded incoming calls as well as email requests and prioritized tasks in a fast-paced environment
Treasury Service Associate 1 & 2
Wells Fargo
Minneapolis, MN
01.2020 - 12.2021
I provided exceptional service and support to wholesale customers and internal team members through phone and email communication channels
I supported many of the products within the Wells Fargo Commercial Electronic Office (CEO) including online wire transfers, ACH payments, Desktop Deposit, and Treasury Information Reporting along with other Wells Fargo commercial treasury products
My responsibilities included: identifying and resolving client issues by having a dynamic customer service attitude through telephone and email, fielding an average of 40 incoming calls per day, responding promptly to emails, and acting as a liaison between the client and bank operations, sales officers, vendors, and Relationship Managers to ensure the delivery of quality services to meet the client's needs
I was also responsible for accurately creating, monitoring, and managing requests to meet and exceed expectations, and assisting clients with product training and walk-throughs of Treasury Management services
I provided support to the eMessaging Team, participated in assigned special projects, acted as a coach for new team members, assisted peers in the group chats, and would send daily metric reports for my team
Teller
Wells Fargo
Elk River, MN
05.2018 - 01.2020
I was responsible for providing excellent customer service, processing account transactions effectively, maintaining a cash drawer, listening carefully to customers and escalating issues as needed, and following proper procedures to minimize risk, errors and to reduce fraud
Senior nursing officer at Babcock University teaching hospital, ilishan Remo ogun State.Senior nursing officer at Babcock University teaching hospital, ilishan Remo ogun State.
Senior Administrative Assistant to Chief Administrative Officer at Columbia Threadneedle InvestmentsSenior Administrative Assistant to Chief Administrative Officer at Columbia Threadneedle Investments