Talia Coleman
Greensboro,US
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
9
9
years of professional experience
Work History
Personal Banker
Wells Fargo
11.2023 - Current
- Collaborate with investment bankers to attract new corporate clients to securities firms
- Prepare plans of action for investment, using financial analyses
- Monitor developments in the fields of industrial technology, business, finance, and economic theory
- Open and Close Accounts
- File Dispute Claims
- Check to ensure that appropriate changes were made to resolve customers' problems
- Determine charges for services requested, collect deposits or payments, or arrange for billing
Lead Teacher
The Nest Schools
06.2023 - 11.2023
- Create developmentally appropriate lesson plans
- Instruct children in health and personal habits, such as eating, resting, and toilet habits
- Perform general administrative tasks, such as taking attendance, editing internal paperwork, and making phone calls
- Discipline children and recommend or initiate other measures to control behavior, such as caring for own clothing and picking up toys and books
- Perform general personnel functions, such as supervision, training, and scheduling
- Read to children and teach them simple painting, drawing, handicrafts, and songs
- Observe and monitor children's play activities
- Organize and store toys and materials to ensure order in activity areas
- Keep records on individual children, including daily observations and information about activities, meals served, and medications administered
- Support children's emotional and social development, encouraging understanding of others and positive self-concepts
Account Security & Claims
Truist Bank
02.2022 - 05.2023
- Provide outstanding personalized service to all of our clients by building rapport customer service skills to make every attempt at providing first call resolution
- Assisting clients with filing fraud claims on unauthorized charges on account
- Investigating submitted claims
Customer Service Representative
Duke Energy
03.2021 - 02.2022
- Performs routine customer service phone support to client specific needs
- Responds to requests and calls from customers related to clients specific programs and products
- Make an attempt to resolve issues and deescalate issues of irate or dissatisfied clients
Teacher Assistant
Amazing Creations Childcare
03.2018 - 03.2021
- Provide support to lead teachers in charge of a classroom
- Reinforce lessons by tutoring individual students or small groups
- Assist teachers by helping teachers to plan learning activities and complete records
Insurance Specialist
Conduent
08.2016 - 03.2018
- Maintain health records of medical costs adjustments, co-payments and other billing details
- Making outbound calls to insurance agencies to ensure medication has been covered
Education
Early Childhood Education -
Shaw University
01.2018
Skills
- Leadership
- Problem-Solving
- Communication
- Time Management
- Teamwork
- Adaptability
- Relationship building
- Customer service
- Positive attitude
Timeline
Personal Banker
Wells Fargo
11.2023 - Current
Lead Teacher
The Nest Schools
06.2023 - 11.2023
Account Security & Claims
Truist Bank
02.2022 - 05.2023
Customer Service Representative
Duke Energy
03.2021 - 02.2022
Teacher Assistant
Amazing Creations Childcare
03.2018 - 03.2021
Insurance Specialist
Conduent
08.2016 - 03.2018
Early Childhood Education -
Shaw University
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