Stephanie Gomez
Berwyn,IL
Summary
Detail-oriented Sales & Support Administrator with a strong background in onboarding clients and providing administrative support. Known for exceptional time management and collaboration skills, ready to enhance operational efficiency and client experience.
Overview
14
14
years of professional experience
Work History
Sales & Support Administrator (SSA)
PNC Private Bank
Chicago, Illinois
10.2022 - Current
- Onboarded new private clients, successfully managing the account opening process from initial contact to account activation, while ensuring full compliance with KYC and AML regulations.
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Provided administrative support to financial advisors.
- Interacted with clients via phone, email, or face-to-face meetings as needed.
- Collaborated with team members to streamline administrative processes and improve efficiency.
- Partnered with Los Angeles and San Francisco CA markets to efficiently onboard new team members.
Teller Supervisor
PNC Bank
Westchester, Illinois
01.2013 - 05.2022
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Resolved customer complaints promptly and efficiently while maintaining high levels of customer service.
- Managed and balanced cash vault, audits, and general ledger accounts.
- Provided coaching and mentoring to individual team members; facilitated team building activities.
- Trained and mentored new tellers on policies and procedures.
- Reviewed suspicious activity reports from tellers; reported any violations to management immediately.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Education
High School Diploma -
Morton College
Cicero, ILSkills
- Effective communication
- Time management
- Team collaboration
- Customer onboarding
- Administrative support
- KYC compliance
- Organizational skills
- Problem solving
- Coaching and mentoring
Accomplishments
Market All-Star - 2024, 2025
AMG Service Excellence Award - 2025
AMG Service Excellence Award - 2025
Timeline
Sales & Support Administrator (SSA)
PNC Private Bank
10.2022 - Current
Teller Supervisor
PNC Bank
01.2013 - 05.2022
High School Diploma -
Morton College