Teri Hawkes
Middletown,DE
Summary
Accomplished Portfolio Administrator with a proven track record in fostering positive client and intradepartmental relationships. Expert in multitasking and analytical problem-solving, contributing to business growth through mastery of multiple internal hardward/ software programs, adaptive planning and innovative solutions for complex issues. Recognized for exceptional communication, negotiation skills, and a personable approach that enhances relationship-building and decision-making capabilities.
Overview
15
15
years of professional experience
Work History
Private Banking Portfolio Administrator
WSFS Bank
Wilmington, DE
11.2019 - Current
- Assist assigned Relationship Managers (RMs) with the administrative activities linked to consumer and commercial lending relationships.
- Provide prompt assistance to clients by phone and in person by answering banking questions, and recommending solutions.
- Daily demonstration of strong problem-solving skills, resolving issues efficiently and effectively.
- Maintain client data confidentiality while inputting information into the system.
- Prepare and process financial documents for client accounts, including loan applications, credit cards, and bank statements.
- Review account information to ensure accuracy, and compliance with policies and regulations.
- Executed upon request: consumer/commercial loan advances, internal transfers, wire transfers, payments, stop payments, payoff requests, and refunds.
- Process all "special handling," preparing appropriate emails, and communicating with RM for decisions as required.
- Collaborate with internal departments such as IT, operations, and compliance when necessary.
- Maintain updated knowledge through continuing education, advanced training and compliance. (Encore/ D1 for cashiers check processing)
EBanking Support Specialist
WSFS Bank
Wilmington, DE
09.2009 - 11.2019
- Answered user inquiries to resolve computer software or hardware operation problems.
- Applied patience and composure in face of difficult customer situations, in an effort to assist with de-escalation and provide positive customer experience.
- Identified opportunities for upselling products or services based on customer needs.
- Assisted in the development of user training materials and FAQ documents.
- Collaborated with internal teams to resolve escalated customer queries quickly.
- Ensured timely compliance with company policies regarding security protocols.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Education
Graduate Certificate - Medical Office Technician
Dawn Training Institute
Wilmington, DE04-2004
High School Diploma -
Charleston Job Corps
Charleston, WV12-2001
Skills
- Due diligence
- Reconciliation
- Microsoft Suite
- Complex Problem-solving
- Confidential document control
- Client interfacing
References
References available upon request.
Timeline
Private Banking Portfolio Administrator
WSFS Bank
11.2019 - Current
EBanking Support Specialist
WSFS Bank
09.2009 - 11.2019
Graduate Certificate - Medical Office Technician
Dawn Training Institute
High School Diploma -
Charleston Job Corps
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