Summary
Overview
Work History
Education
Skills
Timeline
Generic

Steven Cox

Orlando,FL

Summary

Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.

Overview

23
23
years of professional experience

Work History

Client Services Director

Wells Fargo Bank, N.A.
Orlando, FL
08.2011 - Current

⦁ Successfully managed two client services teams across multiple locations, overseeing a total of 21 direct reports.
⦁ Maintained departmental customer service levels and SLA's, ensuring client satisfaction and retention.
⦁ Resolved escalated customer service issues with a 95% resolution rate within 24 hours, exceeding company benchmarks for prompt issue resolution.
⦁ Managed and monitored exchange rates and pricing, optimizing profitability and hedging strategies.
⦁ Managed wholesale sourcing and sell-offs of foreign banknote inventory, optimizing inventory levels and pricing utilizing multiple vendors.
⦁ Led specific projects related to FX Banknotes, including enhancements to offerings and digital channels.
⦁ Participated in strategic planning, providing valuable input to guide organizational growth and direction.

Customer Relationship Manager/Vice President

Bank of Ireland FX Banknote Services
Orlando, FL
08.2009 - 08.2011

⦁ Managed and monitored correspondent bank relationships, fostering trust and collaboration with approximately 220 correspondent banks.
⦁ Utilized CRM system to track and manage escalated issues, opportunities, threats, and customer meetings notes.
⦁ Provided reporting and recommendations to improve client business and address market volatility.
⦁ Conducted regular meetings and visits with decision-makers to strengthen relationships and address concerns.
⦁ Resolved escalated issues promptly, ensuring client satisfaction and retention.

Client Services Manager/Vice President

Bank of Ireland FX Banknote Services
Orlando, FL
07.2004 - 08.2009

⦁ Managed a client services team, ensuring adherence to departmental standards and procedures.
⦁ Resolved escalated customer service issues, maintaining high levels of client satisfaction.
⦁ Managed wholesale sourcing and sell-offs of foreign banknote inventory, optimizing inventory levels and pricing.

Sales Representative/U.S. West Coast Area Manager

Foreign Currency Exchange Corp.
Irvine, CA
09.2001 - 07.2005

⦁ Managed customer relationships and sales operations on the West Coast, overseeing financial institutions and hotels.
⦁ Opened and managed a retail currency exchange booth, overseeing employees and logistics.
⦁ Processed and sold off currency to wholesale vendors, ensuring accuracy and efficiency.

Education

Bachelor of Science - Marketing, International Business, And Finance

Florida State University
Tallahassee, FL
04-2000

Skills

  • Customer Satisfaction
  • Relationship Management
  • Financial Acumen
  • Client Needs Assessment

Timeline

Client Services Director

Wells Fargo Bank, N.A.
08.2011 - Current

Customer Relationship Manager/Vice President

Bank of Ireland FX Banknote Services
08.2009 - 08.2011

Client Services Manager/Vice President

Bank of Ireland FX Banknote Services
07.2004 - 08.2009

Sales Representative/U.S. West Coast Area Manager

Foreign Currency Exchange Corp.
09.2001 - 07.2005

Bachelor of Science - Marketing, International Business, And Finance

Florida State University
Steven Cox