Stormy Stevens
West Valley City,UT
Summary
Dynamic IRA Specialist at Discover Financial with a continuous improvement mindset, adept at managing high volumes of accounts and ensuring timely processing of transactions. Proven ability in risk assessment and ethical awareness, enhancing customer satisfaction through effective problem resolution and exceptional service. Skilled in maintaining accurate financial records and confidentiality.
Overview
14
14
years of professional experience
Work History
IRA Specialist
Discover Financial
11.2020 - Current
- Managed high volumes of accounts, ensuring timely processing of contributions, distributions, and rollovers.
Banking Customer Service Representative
Discover Financial Services, DFS
11.2018 - 11.2020
- Reduced wait times for customers by efficiently handling high volumes of calls and resolving issues quickly.
- Assisted customers in navigating online banking platforms, improving their overall digital banking experience.
- Resolved complex customer situations by utilizing problem-solving skills and escalating issues when necessary.
Office Manager
RZR Sharp Construction
05.2011 - 11.2018
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Education
High School Diploma -
Granger High School
West Valley City, UT06.1992
Skills
- Continuous improvement mindset
- Risk assessment
- Ethical awareness
Timeline
IRA Specialist
Discover Financial
11.2020 - Current
Banking Customer Service Representative
Discover Financial Services, DFS
11.2018 - 11.2020
Office Manager
RZR Sharp Construction
05.2011 - 11.2018
High School Diploma -
Granger High School
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