Sydney Copeland
Wildwood,FL
Summary
Experienced relationship management professional with a proven track record of building and maintaining client relationships, surpassing organizational objectives. Strong teamwork skills, adaptability, and consistent results. Proficient in conflict resolution techniques and fostering effective communication within diverse teams.
Overview
19
19
years of professional experience
Work History
Relationship Specialist II
VyStar Credit Union
02.2022 - Current
- Maintained a deep understanding of industry trends and regulations to provide expert guidance for clients navigating complex financial environments.
- Strengthened client relationships by addressing needs and providing personalized solutions.
- Assisted colleagues with challenging client scenarios by sharing expertise and providing constructive feedback on proposed resolutions.
- Consistently monitored industry developments to stay informed on emerging trends, maintaining a competitive edge in the marketplace.
- Enhanced customer satisfaction through regular follow-ups and prompt resolution of concerns.
- Drove process improvements within the department by identifying inefficiencies in current procedures and collaborating on solutions.
Customer Service Representative
Citizens First Bank
12.2020 - 02.2022
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Relationship Specialist II
Huntington Bank
02.2016 - 07.2020
- Developed comprehensive financial plans tailored to individual client needs, resulting in increased assets under management.
- Mentored junior team members on best practices for relationship management, contributing to overall team success.
- Recognized as a top performer in the division due to consistently exceeding customer service expectations and driving revenue growth.
- Established long-lasting connections with new clientele by utilizing effective rapport-building techniques during initial interactions.
- Assisted customers with opening accounts and signing up for new services.
- Used consultative techniques to understand customer needs and make strategic referrals to business partners.
Inventory Clerk
Best Buy
02.2016 - 08.2016
- Maintained inventory count, tracked usage, and documented variances.
- Assisted in physical inventories, verifying counts against existing records for improved accuracy in reporting data.
- Managed returns and exchanges smoothly, minimizing disruptions to inventory flow and ensuring customer satisfaction.
- Improved order fulfillment times with efficient picking, packing, and shipping processes.
- Packed, secured, labeled and applied postage to materials to prepare items for shipment.
Personal Care Aide
Cambridge Village
01.2014 - 01.2015
- Assisted clients with daily living activities for increased comfort and quality of life.
- Maintained a safe and clean environment for clients, reducing health risks and promoting overall wellbeing.
- Recognized and reported abnormalities or changes in patients' health status to case manager.
- Assisted patients with bathing, grooming, dressing, and oral hygiene care both in private residences and facilities.
- Turned and positioned bedbound patients to prevent bedsores and maintain comfort levels.
- Managed medication administration according to prescribed schedules, ensuring proper dosage and adherence to instructions.
Grocery and Dairy Clerk
Giant Eagle
01.2011 - 01.2014
- Trained new dairy clerks on rotation systems, product management and customer service.
- Supported store reputation for quality by adhering to strict food safety guidelines during daily operations.
- Restocked cases with new merchandise and removed expired items for proper disposal.
- Checked department signage and confirmed proper pricing, making sure sale items accurate.
- Handled large dairy section by maintaining section cleanliness, product rotation and displays.
- Answered questions from customers and discussed new products placed in dairy cases.
Lead Sales Associate
Michaels Arts and Crafts
01.2008 - 01.2011
- Handled cash register operations and customer transactions to process payments.
- Processed and stocked merchandise in accordance with store standards.
- Contributed towards improving overall store ambience by maintaining a clean and organized work environment.
- Performed inventory control procedures to manage stock.
- Trained, coached, and mentored new sales associates for maximum performance.
- Assisted customers in making informed purchasing decisions by providing expert advice on product features and benefits.
- Developed and maintained knowledge of current sales and promotions.
- Up-sold and cross-sold products effectively, driving sales and increasing revenue.
Assistant Manager
Curves
01.2006 - 01.2007
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Generated repeat business through exceptional customer service.
Education
Bachelor of Science - Interdisciplinary Chemistry and Asian Studies
Slippery Rock University
Slippery Rock, PA06.2016
Skills
- Skilled in cash reconciliation
- Customer engagement skills
- Adherence to banking integrity standards
- Proficient in processing financial transactions
- Effective prioritization and scheduling
- Thorough in quality assurance
- Proficient in MS Office
- Seven years of supervisory experience
Timeline
Relationship Specialist II
VyStar Credit Union
02.2022 - Current
Customer Service Representative
Citizens First Bank
12.2020 - 02.2022
Relationship Specialist II
Huntington Bank
02.2016 - 07.2020
Inventory Clerk
Best Buy
02.2016 - 08.2016
Personal Care Aide
Cambridge Village
01.2014 - 01.2015
Grocery and Dairy Clerk
Giant Eagle
01.2011 - 01.2014
Lead Sales Associate
Michaels Arts and Crafts
01.2008 - 01.2011
Assistant Manager
Curves
01.2006 - 01.2007
Bachelor of Science - Interdisciplinary Chemistry and Asian Studies
Slippery Rock University
Similar Profiles
Jeaneeka ChevalierJeaneeka Chevalier
Relationship Specialist at 121 Financial Credit Union/ Vystar Credit UnionRelationship Specialist at 121 Financial Credit Union/ Vystar Credit Union
Alana JonesAlana Jones
Audit Planning Summer Intern at VyStar Credit UnionAudit Planning Summer Intern at VyStar Credit Union
JASON ROBERTSJASON ROBERTS
Director - IT Operations at Vystar Credit UnionDirector - IT Operations at Vystar Credit Union
Monica RhodenMonica Rhoden
Relationship Specialist at Vystar Credit UnionRelationship Specialist at Vystar Credit Union
Gino GensemerGino Gensemer
Banquet Server at The Brownwood Hotel & SpaBanquet Server at The Brownwood Hotel & Spa