Summary
Overview
Work History
Education
Skills
Timeline
Generic

Steven Perry

Lincoln University,PA

Summary

Versatile worker skilled in various aspects of banking. Team player with an attitude toward accomplishing tasks. Thorough and meticulous with a strong attention to detail. Dependable and diligent individual with over 11 years of experience working in a banking environment and 1 year in a call center

Overview

14
14
years of professional experience

Work History

Lead Account Manager

Discover Financial
10.2022 - Current
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Answered incoming calls, providing frontline customer support or assistance with product and service transactions.
  • Maintained all pertinent knowledge, and completed all necessary trainings required as a first line defender to protect Discover against Money Laundering.
  • Team player. Worked with teammates through Microsoft teams to assist them in order to facilitate a team based atmosphere and better assist the customer
  • Met and exceeded performance goals

Customer Service Representative II

TD Bank
07.2015 - 11.2020
  • Lending lead: Handled and answered all questions from customers and coworkers regarding business, personal, home equity and mortgage lending
  • Assisted management in employee education revolving around lending
  • Submitted and collected documentation required for loan processing
  • Set up and maintained checking, savings, and loan accounts for a variety of customers
  • Created customer profiles in accordance with TD Bank KYC/AML procedures. Also submitted UTR reports when necessary
  • Assisted management in team meetings
  • De-escalated situations with irate customers, maintaining calm, friendly demeanor.
  • Reviewed customer account information to determine current issues and potential solutions.
  • Managed and supported a team of up to six employees

Financial Services Representative

TD Bank
03.2012 - 06.2015
  • Attained life and health license for Pennsylvania and Delaware. Acted as a financial fiduciary for potential customers
  • Provided Customers with guidance for several insurance products including Term and Whole life insurance as well as several different annuity solutions
  • Responsible for educating team members on identifying and referring potential customers
  • Assisting management on planning and executing team meetings
  • Responsible for all normal Customer Service I responsibilities

Customer Service Representative I

TD Bank
06.2010 - 02.2012
  • De-escalated situations with irate customers, maintaining calm, friendly demeanor
  • Educated customers on special pricing opportunities and company offerings
  • Documented conversations with customers to track requests, problems and solutions

Education

Bachelor of Science - Finance

West Chester University of Pennsylvania
West Chester, PA
05.2009

Associate of Science - Business Management

Delaware County Community College
Media, PA
05.2006

Skills

  • In-store support
  • Inbound and Outbound Calling
  • Problem-solving abilities
  • Microsoft Office expertise
  • Retail sales customer service
  • NMLS experiance

Timeline

Lead Account Manager

Discover Financial
10.2022 - Current

Customer Service Representative II

TD Bank
07.2015 - 11.2020

Financial Services Representative

TD Bank
03.2012 - 06.2015

Customer Service Representative I

TD Bank
06.2010 - 02.2012

Bachelor of Science - Finance

West Chester University of Pennsylvania

Associate of Science - Business Management

Delaware County Community College

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Steven Perry