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 2 years in a call center
Overview
14
14
years of professional experience
1
1
Certification
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
- 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 in a remote working environment
Customer Service Representative II
TD Bank
07.2015 - 11.2020
- Lending lead: reviewed and assembled all documents required to complete and issue laons including mortgages, personal loans and home equity. Checked and confirmed documents for authenticity and accuracy.
- Created customer profiles in accordance with TD Bank KYC/AML procedures. Also submitted UTR reports when necessary.
- Managed and lead a team of up to six employees, and assisted and helped organize branch meetings.
- Opened several accounts, Personal, Business, Power of Attorney, Trust, and Guardian accounts.
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.
Customer Service Representative I
TD Bank
06.2010 - 02.2012
- De-escalated situations with irate customers, maintaining a 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
05.2009
Associate of Science - Business Management
Delaware County Community College
05.2006
Skills
- In-store support
- Document review
- Inbound and outbound calling
- Problem-solving
- Microsoft Office expertise
- Retail sales customer service
Certification
ACAMS Certified Know Your Customer Analyst
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
Associate of Science - Business Management
Delaware County Community College
ACAMS Certified Know Your Customer Analyst
Bachelor of Science - Finance
West Chester University of Pennsylvania
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