Susan Carson
Goodyear,AZ
Summary
Enthusiastic Premier Client Services Call Center Support that is eager to assist customers by answering any questions or concerns that arise, logging all notes during the call, and resolving any issues the client has.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Call Center Agent
National Bank Of Arizona
Goodyear, AZ
10.2021 - Current
- Responded to customer requests for products, services and company information.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Premier Client Services Support Specialist
National Bank Of Arizona
Scottsdale, AZ
10.2020 - Current
- Answered customer questions and assisted with available services such as deposit account opening, credit cards, and maintenance of existing loans.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Keyed customer details, including contact information and payment data into system, carefully observing all corporate procedures related to confidentiality.
- Used Microsoft Word and other software tools to create documents and other communications.
- Worked with Private Banking Clients to understand needs and provide excellent service.
- Conducted research, gathered information from multiple sources and presented results.
Senior Personal Banker
National Bank Of Arizona
Buckeye, AZ
10.2018 - 10.2020
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Assisted clients with entire loan process form the application, to gathering documentation as well working closely with the loan underwriters, loan processor, and the loan coordinators.
- Prepared documents for underwriting by verifying client income, home owners insurance and other information pertaining the loan.
Personal Banker
National Bank Of Arizona
Chino Valley, AZ
09.2017 - 10.2018
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Promoted all financial products by maintaining excellent service offering knowledge.
Teller II
National Bank Of Arizona
Prescott, AZ
04.2016 - 09.2017
- Performed customer transactions for loan payments, cashiers checks, deposits and withdrawals.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Executed wire transfers, stop payments and account transfers.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Maintained friendly and professional customer interactions.
Education
High School Diploma -
Sequoia Choice High School
Prescott Valley, AZ08.2011
Skills
- Verbal and written communication
- Customer service
- Organization and Time management
- Computer skills
- Collaboration
- Banking operations knowledge
- Multitasking abilities
- Good listening skills
- Strong Banking Ethics
- Loans
Certification
- CNP - Certified Notary Public
Timeline
Call Center Agent
National Bank Of Arizona
10.2021 - Current
Premier Client Services Support Specialist
National Bank Of Arizona
10.2020 - Current
Senior Personal Banker
National Bank Of Arizona
10.2018 - 10.2020
Personal Banker
National Bank Of Arizona
09.2017 - 10.2018
Teller II
National Bank Of Arizona
04.2016 - 09.2017
High School Diploma -
Sequoia Choice High School
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