Shenade George
Brooklyn,NY
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
11
11
years of professional experience
Work History
Client Service Specialist
UBS
02.2022 - Current
- Educate clients on account services and capabilities
- Navigate clients through using the product, identifying and troubleshooting technical issues
- Collaborated with cross-functional teams to develop customized solutions, tailored to meet specific client needs.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Assisted clients in understanding their credit card benefits, resulting in increased usage of available perks.
Post Closing Specialist Temp
First American
10.2021 - 11.2021
- Perform post closing review of closed loan packages to determine completeness, accuracy and compliance with guidelines
- Track all closed loan files, update company operating system
- Scan and index closing documents within loan operating system
- Review, log and mail final trailing documents.
Teller
Citi Bank
04.2018 - 02.2020
- Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
- Sending out international and domestic wires as well as ordering foreign currency for clients
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Educates and engages Customers in conversations regarding their current and future financial needs and educates Customers about Bank products and services.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
Teller
TD Bank, N.A
11.2016 - 11.2017
- Provide exceptional customer service through servicing customer accounts by receiving deposits and loan payments and cashing checks
- Recording night deposits
- Selling cashier's checks, money orders, answering questions in person or on the telephone; referring to other bank services and closing accounts
- Balance Automated Teller machines (ATM s) and Vaults / Teller Cash Recyclers (TCRs) as necessary
- Award Recipient For LEI Leaders LEAGUE
- Assist Head Teller with daily duties as directed by management
- Adheres to safe deposit box procedures/ operations and guidelines
- Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing cash deposits, and maintaining branch vault cash.
Cashier Team Lead
American Eagle Outfiters
06.2013 - 10.2016
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Streamlined cashier operations for improved productivity and reduced wait times.
- Mentored junior cashiers with comprehensive training and ongoing guidance, boosting team performance.
- Managed cash registers, ensuring accurate accounting and reducing discrepancies in daily reports.
Education
A.S. in Liberal Arts -
Megdar Evers College
Brooklyn, NYHigh School Diploma -
High School For Service And Learning At Erasmus
Brooklyn, NY06.2010
Skills
- Client Retention Strategies
- Portfolio Maintenance
- Reporting Requirements
- Money Handling
- Cross-selling techniques
- Remote Work Capabilities
- Payment Processing
- Call center experience
Timeline
Client Service Specialist
UBS
02.2022 - Current
Post Closing Specialist Temp
First American
10.2021 - 11.2021
Teller
Citi Bank
04.2018 - 02.2020
Teller
TD Bank, N.A
11.2016 - 11.2017
Cashier Team Lead
American Eagle Outfiters
06.2013 - 10.2016
A.S. in Liberal Arts -
Megdar Evers College
High School Diploma -
High School For Service And Learning At Erasmus
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