Susan Carson
Buckeye,AZ
Summary
Experienced banking professional with over 8 years of general administrative experience. Supporting Private Bankers and their high-profile clients for 4+ years, managing diverse banking needs. Expertise spans research, account maintenance, technology inquiries, organization, effective communication, and relationship building. Recipient of multiple awards for innovative ideas, collaborative efforts, and goal achievement. Passionate community volunteer dedicated to helping others.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Premier Client Services Support Specialist
National Bank Of Arizona
10.2020 - Current
- Answer customer questions and assist with available services such as deposit account opening, credit cards, and maintenance of existing loans.
- Contact customers as soon as issues arise to immediately find resolution before problem escalates.
- Use software tools such as: Salesforce, Microsoft Word, Excel, Outlook, PowerPoint and other software tools to create documents and other communications.
- Work with Private Banking Clients to understand needs and provide excellent service.
- Conduct research, gather information from multiple sources and presented results.
- Open/close/maintenance accounts for clients.
- Assist with all documentation needed to create seamless experiences for clients.
Senior Personal Banker
National Bank Of Arizona
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.
- Received the the Employee Spotlight Service Award in 2018.
- Assisted commercial banking clients with research, loan payments, and questions about products and services provided.
- Assisted clients with Treasury Management products and services and answered any questions related to the TM services as well as upselling TM products to clients based on their needs.
Personal Banker
National Bank Of Arizona
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
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.
Skills
- Verbal and written communication
- Customer service
- Scheduling and calendar management
- Research
- Microsoft PowerPoint
- Meticulous attention to detail
- Critical Thinking
- Data Entry
- Good listening skills
- Microsoft Word
- Proficient in Microsoft PowerPoint Presentations
- Remote Support
Accomplishments
Received the 2023 #SparkNBAZ award for submitting an idea to implement a procedure in our policy that would accommodate ADA.
Received the 2022 Superstar Award for assisting with projects that needed extra support, for resolving as many tasks as possible without escalation, and for collaborating well with Private Bankers and other departments.
Received the 2019 Pro Club award for exceeding the deposit goals set in place for the year.
Received the 2018 Employee Spotlight Service Award for assisting clients with a can do & genuine approach.
Certification
Certified SAFe 6 Product Owner/Product Manager
Timeline
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
Similar Profiles
Lisa Thomas-SacharLisa Thomas-Sachar
AML Analyst II - AML Financial Investigations/Operations at National Bank of ArizonaAML Analyst II - AML Financial Investigations/Operations at National Bank of Arizona
Andrea DorsettAndrea Dorsett
Branch Relationship Banker at National Bank of ArizonaBranch Relationship Banker at National Bank of Arizona
Jordana ThompsonJordana Thompson
Branch Relationship Banker at National Bank of ArizonaBranch Relationship Banker at National Bank of Arizona
Jodi WhiteJodi White
VP Branch Manager/Business Development Manager at National Bank of ArizonaVP Branch Manager/Business Development Manager at National Bank of Arizona
Jose GuerreroJose Guerrero
Channel Account Manager 4 at Pax8Channel Account Manager 4 at Pax8