Dedicated Customer Service professional committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Customer Service Representative /SME Relationship Manager
UBS Financial Services
10.2022 - Current
Responded to customer requests for products, services, and company information.
Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
Responded proactively and positively to rapid change.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Trained staff on operating procedures and company services.
Increased efficiency and performance by monitoring team member productivity and providing feedback.
Increased efficiency and team productivity by promoting operational best practices.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Exhibited high energy and professionalism when dealing with clients and staff.
Investigated and resolved customer inquiries and complaints quickly.
Bank Teller/Customer Service Representative
PNC Bank/National City Bank
05.2020 - 03.2022
As the full time lead teller for the branch I was also the acting vault custodian and back up ATM custodian.
Responsibilities included but not limited to reviewing, bagging and signing off on the cash shipments and orders in dual control
Placing cash orders or shipments and maintaining a rolling 12 month record of such
Properly handling and storing cash within my teller station as well as balancing correctly and handling clients transactions quickly and efficiently
Answering phones and providing insight or connecting the clients with the proper specialist
Examined checks for identification and endorsement.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Prepared official checks for customer and internal bank needs.
Verified amounts and integrity of every check or funds transfer.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Educated customers on use of banking website and mobile apps.
Universal Associate Banker Teller
Santander Bank Us
08.2018 - 05.2020
Float teller Aug 2018 exhibited exceptional customer service at the branch of hire leading to position being made permanent
Promoted December 2019 to Universal Banker position
Demonstrated the ability to be accurate and efficient in deposits, withdrawals, payments, transfers, cash handling, and balancing of teller drawer
Maintained excellent customer service in a fast paced environment, while asking questions to identify clients future financial needs and goals
Followed up with Clients to make sure they had a good understanding of all products as well as offering solutions to any questions that arise
Reviewed and filed any and all confidential client information
Settled, balanced, and added cash to the ATM weekly, making sure all paperwork was accurately filled out and on file for audits and manager reviews
Complied and adhered to all bank policies and procedures
Maintained confidentiality of bank records and client information.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Adhered to financial services security and audit procedures.
Trained employees on cash drawer operation.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Identified and reported suspicious behavior to security personnel as appropriate.
Opened new checking, savings and lines of credit for customer accounts.
Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.