Tiffany Moritz
Brooklyn Center,Minnesota
Summary
Wealth Management Concierge banker focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities.
Overview
6
6
years of professional experience
Work History
WM Investment Specialist Assistant
U.S. Bank
West Saint Paul, MN
08.2022 - Current
- We service and support our high net worth clientele and our Private Wealth Management supporting Portfolio Managers.
- Handle day-to-day client calls, and respond to Internal partner emails, answering their questions, and resolving our client problems, escalating items beyond specified authority to the assigned department or individual.
- Specializing in managing bank accounts, finances and assisting customers with making banking experience easier
- Assisted a with variety of types of products and account, Commercial, Trust, business, Online banking, Loans and Lines of credit
- Regularly independently working in multiple systems such as CMOD, Salesforce, Tops, Fusion, SEI gateway, and more.
- Communicate with diverse High Net worth and Ultra high net worth clients , build rapport and long-term relationships, and achieve our client/customer satisfaction metric
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Senior Personal Banker
U.S. Bank
West Saint Paul , MN
12.2017 - 08.2022
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Followed operational standards, promoting security, risk management and compliance.
- Troubleshoots, diagnoses and provide resolutions to both online banking and deposit account issues
- Coach and provide training to bankers to maintain high customer service standards
- Assist customers via phone on their manufactured housing, home equity, or consumer and business accounts.
- Assisted a with variety of types of products and account, Commercial, Consumer, business, Online banking, Loans and Lines of credit,
- Conduct effective resource planning to maximize the productivity of resources
- Support management team as lead banker and other duties as assigned
Education
High School Diploma -
Apollo Senior High School
Saint Cloud, MN12-2011
Skills
- Customer Service-Oriented
- Employee Motivation
- Verbal and Written Communication
- Research and Due Diligence
- Self-Directed Mindset
References
References available upon request.
Timeline
WM Investment Specialist Assistant
U.S. Bank
08.2022 - Current
Senior Personal Banker
U.S. Bank
12.2017 - 08.2022
High School Diploma -
Apollo Senior High School
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