Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

Suezane Shaffer

Noblesville,IN

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Known for excellence in audit preparation and procedural acumen.

Overview

22
22
years of professional experience

Work History

Associate Banker

BMO Bank
01.2015 - Current
  • Ranked consistently in the top 10% of Associate Bankers in the company
  • Assisted other branches in preparation for Audits and Assessments
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Trained new hires on customer service policies and procedures.

Customer Service Representative

M&I Bank
07.2008 - 01.2010
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Referred customers to other banking departments for specialized services.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.

Assistant Manager

Domino's Pizza
07.2002 - 06.2008
  • Generated repeat business through exceptional customer service.
  • Verified prepared food met standards for quality and quantity before serving to customers.
  • Followed safety and sanitation policies while handling food and beverages to uphold proper health standards.
  • Set up and broke down food service lines quickly to maintain service flow.
  • Prepared and served various food and drink items to customer specifications in fast-paced environments.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

Education

Ivy Tech Community College

Marion High School

Skills

  • Loan Processing
  • Sales proficiency
  • New Account Setup
  • Regulatory Compliance
  • Consumer Banking
  • Cross-Selling and Partner Referrals
  • Developing customer relationships
  • Retention Strategies
  • Operations acumen
  • Audit Procedures

Timeline

Associate Banker

BMO Bank
01.2015 - Current

Customer Service Representative

M&I Bank
07.2008 - 01.2010

Assistant Manager

Domino's Pizza
07.2002 - 06.2008

Ivy Tech Community College

Marion High School
Suezane Shaffer