Taylor Sterling
Houston,US
Summary
Resourceful Client Services Officer with background in providing outstanding customer service and managing client relationships. Proven ability to resolve complex issues, improve customer satisfaction, and driving overall operational improvements. Strengths include strong communication skills, problem-solving abilities, and knowledge of CRM software. Notable for developing effective solutions that have streamlined processes and improved customer engagement in previous roles.
Overview
10
10
years of professional experience
Work History
Client Services Officer
Enterprise Bank and Trust
01.2023 - Current
Retirement Services Specialist
Corebridge Financial Services
Houston, TX
07.2022 - 04.2023
- Developed and maintained strong relationships with clients to maximize satisfaction
- Helped clients make informed decisions about financial future
- Educated clients on financial topics and best practices
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- Informed clients of strategies for reducing debt and maximizing savings
- Recommended specific investments to help clients meet financial goals
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
Personal Banker
Frost bank
Houston, TX
12.2017 - 06.2022
- Cross-sold bank products and services to meet customer needs and provide options
- Met monthly expectations with sales referrals
- Closed on loans; auto, mortgage, business, personal
- Allocated funds for business account
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Created relationships with clients while performing at a high level of customer service
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities
- Manage client accounts, ensuring satisfaction and retention through proactive solutions
- Streamline service processes, achieving measurable improvements in client engagement
- Collaborate with teams to address client needs, fostering a supportive environment
- Analyze client feedback to enhance service offerings, driving positive outcomes
- Foster strong relationships with cross-functional teams to ensure seamless service delivery
- Proactively address client needs, contributing to high retention rates
- Provide expert guidance on banking products and services, empowering clients to make informed financial decisions
- Resolve complex issues with empathy and professionalism
- Drive client satisfaction and retention through proactive problem-solving, resulting in measurable improvements in engagement metrics
Teller
BB&T
Houston, TX
09.2016 - 08.2017
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions
- Identified sales opportunities and referred customers to branch partners in financial services
- Maintained administrative reporting associated with teller functions, supported client activity and daily operations at branch
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
- Maintained accurate records of customer transactions in line with bank procedures
- Built and maintained customer relations by providing high-quality services
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit
Lead Teller
International Bank Of Commerce
Houston, TX
10.2014 - 02.2016
- Worked closely with management to meet monthly expectations and branch goals
- Generated monthly reports on customer activity and customer feedback
- Managed daily bank operations by processing customer transactions and providing exceptional customer service
- Recognized and prevented fraudulent activities and suspicious transactions
- Mentored and trained new tellers on bank procedures and customer service standards
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Mentored newly hired team members on appropriate responses to patron questions
- Enforced compliance with bank regulations and policies to reduce financial risks
- Received car loan, home loan, and other payments and posted to accounts
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Investigated and promptly resolved issues with patron accounts
- Maintained friendly and professional customer interactions
Education
High School Diploma -
North Shore Senior High School
Houston, TX06.2013
Skills
- Management Support
- New Business Opportunities
- Inbound Calls
- Administrative Support
- Customer Accounts Management
- Accounts Payable
- Accounts Receivable
- Data Entry
- Financial Planning
- Investment Strategies
- Retirement Planning
- Risk Management
- Portfolio Management
- Customer Service
- Sales
- Banking Operations
- Fraud Prevention
- Salesforce
Timeline
Client Services Officer
Enterprise Bank and Trust
01.2023 - Current
Retirement Services Specialist
Corebridge Financial Services
07.2022 - 04.2023
Personal Banker
Frost bank
12.2017 - 06.2022
Teller
BB&T
09.2016 - 08.2017
Lead Teller
International Bank Of Commerce
10.2014 - 02.2016
High School Diploma -
North Shore Senior High School