Selena Schafer
Elgin,IL
Summary
Dynamic Client Relationship Consultant with a proven track record at U.S. Bank, excelling in client engagement and financial assessment. Adept at resolving issues and enhancing satisfaction through analytical thinking and exceptional communication skills. Committed to empowering clients with tailored financial solutions and fostering lasting relationships.
Overview
1
1
Language
6
6
years of professional experience
Work History
Client Relationship Consultant 2
U.S. Bank
Downers Grove, USA
09.2023 - Current
- Assisted clients in addressing and resolving banking needs, enhancing overall satisfaction.
- Established and nurtured strong client relationships to foster trust and loyalty.
- Educating clients on current services and products offered.
- Educated clients on credit, credit health, budgeting, and banking needs, empowering informed financial decisions.
- Recommending financial solutions based on client's needs.
- Understood essential bank policies and procedures to ensure compliance.
- Demonstrated strong mathematical skills through accurate financial analysis.
- Applied proficiency in Microsoft products to streamline administrative tasks.
Fraud Specialist I
JP Morgan Chase & Co.
02.2023 - 08.2023
- Resolved 80+ fraud reports daily, improving response time and case management.
- Handled multiple tasks concurrently across various operating systems to ensure seamless operations.
- Utilized strong verbal and written communication skills along with database proficiency.
- Facilitated effective communication and built interpersonal connections with team members.
- Compiled and submitted concise reports, enhancing clarity and accessibility for stakeholders.
- Practiced active listening to identify and solve problems effectively.
- Adjusted responses and strategies to fit individual situations.
- Applied organizational skills to manage reports, calls, and communication notes for team members.
Bank Teller
PNC Bank
West Dundee, USA
10.2020 - 02.2023
- Demonstrated strong mathematical skills in cash handling and transaction processing.
- Knowledge of teller system to receive and process multiple transactions.
- Assisted clients with financial needs by providing tailored solutions and guidance.
- Maintained knowledge of bank products and services provided.
- Ordered weekly cash supply to ensure adequate funds for daily transactions.
- Applied knowledge to address client concerns and questions.
- Maintained client confidentiality through secure management of sensitive financial information.
Front Desk Representative
Goldfish Swim School
St. Charles, USA
05.2020 - 10.2020
- Office Administration
- Greeted clients at entrance, creating a welcoming environment for children and families.
- Addressed client inquiries and concerns, providing exceptional customer service that enhanced client satisfaction.
- Promoted and sold programs and discounts at front desk and via phone, contributing to increased client engagement.
- Acquired in-depth knowledge of available programs and pricing structures to assist clients.
- Scheduling clients and taking calls using a multi-line phone.
- Process payments and update payment profiles.
Education
Associate of Arts - Business Administration and Management
College of DuPage
Glen Ellyn, IL08-2026
Associate of Arts - Business Administration and Management
Elgin Community College
Elgin, IL08-2026
Skills
- Client financial assessment
- Client management and support
- Client engagement strategies
- Customer service excellence
- Microsoft Office proficiency
- Data and transaction management
- Analytical thinking and problem solving
- Issue resolution and attention to detail
- Organizational skills and work planning
- Time management and adaptability
- Interpersonal communication skills
- Written communication proficiency
- Budgeting expertise
- Software and computer proficiency
Languages
- English, Fluent
- Spanish, Intermediate
Languages
Spanish
Limited
Timeline
Client Relationship Consultant 2
U.S. Bank
09.2023 - Current
Fraud Specialist I
JP Morgan Chase & Co.
02.2023 - 08.2023
Bank Teller
PNC Bank
10.2020 - 02.2023
Front Desk Representative
Goldfish Swim School
05.2020 - 10.2020
Associate of Arts - Business Administration and Management
College of DuPage
Associate of Arts - Business Administration and Management
Elgin Community College