Scott Jeffery
PNC Wealth Management
Dayton,OH
27
years of professional experience
Detail-oriented Client Solution Specialist skilled in organizational and communication strategies. Proven track record in problem-solving, ensuring client satisfaction, and supporting implementation activities.
Work History
Client Solution Specialist
1 Year 5 Months- Facilitated communication between clients, internal teams, and service partners, escalating client implementation and servicing issues.
- Gather, prepare, review, and verify client documentation and relevant information for accuracy and completeness.
- Process client, account, and transaction requests while following established procedures, regulatory requirements, and compliance standards.
- Initiate, update, and verify client, account, and transaction information within relevant systems and applications.
- Support client implementation and servicing activities while ensuring timely and accurate execution.
- Provide reports and administrative support to facilitate effective client servicing and operational processes.
- Maintain a strong focus on accuracy, client experience, compliance, and timely resolution of servicing needs
Universal Banker
2 Years 5 Months- Assisted customers with account inquiries, transactions, and product recommendations to enhance satisfaction.
- Processed loan applications and conducted credit assessments to ensure compliance with lending policies.
- Collaborated with team members to streamline branch operations and improve service delivery efficiency.
- Trained new staff on banking procedures, customer service standards, and compliance regulations.
Front End Coach
7 Months- Developed and implemented training programs to enhance staff efficiency and product knowledge.
- Mentored team members on front-end operations and customer service best practices.
- Collaborated with management to streamline checkout processes, improving overall customer satisfaction.
- Analyzed customer feedback to identify areas for service improvement and operational adjustments.
General Manager of Operations
22 Years 4 Months- Streamlined operational processes, enhancing efficiency and reducing waste in kitchen and service areas.
- Analyzed performance metrics to identify improvement opportunities, driving operational excellence throughout the organization.
- Collaborated with executive leadership on budget forecasting and resource allocation to support growth objectives.
- Managed budgets, financial forecasts, and resource allocation to ensure achievement of organizational goals.
- Established a culture of continuous improvement by identifying opportunities for enhancement in operations, systems, and procedures.
- Drove revenue growth by identifying new business opportunities and forging strategic partnerships.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
Skills
Organizational skills
Relationship building
Cross-functional coordination
Problem-solving
Client onboarding
Time management
Multitasking
Excellent communication
Customer satisfaction
Accomplishments
Mentored new Client Solution Specialist
Lead training classes on new system process for onboarding clients
Highest Sales Percentage Improvement Award for FY2016
Led the Region to the company top 5% scores int Total Quality Audits
Increased customer satisfaction 12% by revamping service standards
Timeline
Client Solution Specialist
PNC Wealth Management
03.2025 - CurrentRead More
Universal Banker
PNC Bank
10.2022 - 03.2025Read More
Front End Coach
Walmart
03.2022 - 10.2022Read More
General Manager of Operations
Red Lobster
11.1999 - 03.2022Read More