Trekim Springer
East Orange
Summary
Dedicated client service associate known for handling multiple projects successfully. Promoting excellent skills. Dedicated to best-in-class services for all clients. Focused Client Service Associate proudly offering a background in troubleshooting and problem-solving to ensure client expectations will be exceeded. Courteous and cordial with the desire to contribute to team-based environment.
Overview
15
15
years of professional experience
Work History
Private & Commercial Client Services Associate Senior Banking Officer
Signature Bank
09.2025 - Current
- All of the functions are required for both Commercial and Consumer products and processes
- Understanding regulatory requirements and processes for Consumer and commercial are required to be followed and adhered to for risk and control purposes.
- Tracks and executes departmental transactions, including wire transfers, book transfers, and deposits in accordance with Bank standards and procedures.
- Processes and handles various transactions including adjustments, corrections, recoveries, reports, general ledger entries, ATM/Visa maintenance and claims, Deceased Depositor and Dormant accounts, forgery claims, fee reversals, Federal Reserve adjustment requests, stop payments, bank and certified checks, lost passbooks and checkbooks.
- Verifies and processes all types of interest calculations, adjustments and early withdrawal penalties.
- Processes and reviews changes and corrections to customer information in computer system and in the customer files.
- Processes (under dual control) mail items.
- Communicates with customers and resolves routine problems and issues. Answers inquiries and provide information to customers by telephone, mail, email or in person on various accounts and other bank services.
- Assists in performing internal reviews of all assigned workflows to ensure adherence to Bank standards and ensures that department functions are compliant and in order as required.
- Completes daily check reviews, new account documentation reviews, and BSA request responses
Client Service Representative (REMOTE)
Flagstar Bank (Signature Bank Subsidiary)
08.2023 - 09.2025
- Customer Service - Answering customer questions and complaints, resolving issues, and providing assistance.
- Account Management - Managing customer accounts and ensuring customer satisfaction.
- Relationship Building - Developing and maintaining customer relationships.
- Information Sharing – Providing information about products, services, and policies
- Transaction assistance – Helping customers with transactions, including online transactions.
- Feedback monitoring – Monitoring customer feedback and reporting it to management.
- Report creation – creating reports on customer service metrics.
- Conflict management - using conflict management techniques to resolve complaints.
- Collaboration- working with clients and internal teams to execute tactics
Senior Documentation Specialist Account Updates
Signature Bank
02.2023 - 06.2023
- Conduct quality control of client new account documentation to ensure client accounts conform to the Bank's Anti-Money Laundering, Know your client policies, and regulatory requirements.
- Process daily assigned accounts by departmental service level agreements.
- Track and follow up accounts by departmental service level agreements.
- Import and index follow-up with Private Client Groups (PCGs) regarding missing or incomplete account documentation.
- Provide operational support and assistance to PCGs regarding all new account openings, documentation, imaging, and workflow-related issues.
- Quality control of documents scanned to OTG- ensure proper document types are indexed against the correct accounts.
- Ensure Signature cards are created for each account and include all signers and Power of Attorneys.
- Active monitoring of owned pending accounts in a queue.
- Ensure PCGs clear missing documents and or information in a timely matter.
Senior Personal Banker
Valley Bank
08.2019 - 01.2023
- Vault & Atm Custodian
- Set up new accounts and services for customers.
- Satisfied customers by consistently delivering fast and knowledgeable services.
- Met or exceeded sales goals by promoting bank products and services.
- Completed loan servicing procedures to assess compliance with bank Regulatory terms and conditions.
- Sales techniques such as cold calling to increase business establish community relations and generate potential customer leads.
- Made continuous business adjustments to improve branch operations.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Unsurpassed professionalism to satisfy needs and protect the bank's reputation.
- Reviewed business packages and offered expert advice.
- Put together and executed loan documents.
- Trained and coached less experienced team members.
- Random audits and coaching of staff.
- Supervising the daily opening and closing procedures of the branch.
Airport Branch Manager
First National Bank
08.2015 - 01.2016
- Encouraged employee development through training, coaching, and Motivational strategies.
- Managed teller and customer service representative schedules.
- Helped tellers and relationship managers resolve customer concerns and securely handle large transactions.
- Directed facility and grounds maintenance
- Assigned individual roles and tasks and monitored employees for security, compliance, and performance.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Optimized personnel coverage, preparing work schedules based on staff availability and forecasted demands.
- Recruited, trained, and developed a dynamic administrative team, supporting all corporate growth and productivity objectives.
- Improved productivity initiatives, managing accounts, and coordinating itinerary and scheduling client/leadership appointments.
Human Resource Partner (intern)
Bank of Saint Lucia
04.2011 - 08.2014
- Facilitated training programs for staff to improve operational efficiency.
- Developed training materials for staff members in order to improve their skillset related to client relations management .
Executive Assistant (intern)
Flow Saint Lucia
01.2013 - 06.2013
- Managed scheduling and calendar coordination for senior executives.
- Assisted with travel arrangements and logistics for corporate events.
- Maintained contact lists of key personnel within the organization.
Education
Master of Science - Finance
Johnson & Wales University
Providence, RI09.2026
Master of Business Administration - Human Resource Management
Johnson & Wales University
Providence, RI12.2022
Bachelor of Science - Business Studies
Johnson & Wales University
Miami, FL08.2018
Skills
- Compliance adherence
- Customer relationship management
- Data reporting
- Team collaboration
- Problem resolution
- Account management
- Training development
- Interpersonal and written communication
- Client rapport
- Salesforce
- Strong interpersonal skills
- Data entry proficiency
- Client profile building
- Payment processing
- Customer education
- Call center experience
- Client relations
- Financial analysis
Timeline
Private & Commercial Client Services Associate Senior Banking Officer
Signature Bank
09.2025 - Current
Client Service Representative (REMOTE)
Flagstar Bank (Signature Bank Subsidiary)
08.2023 - 09.2025
Senior Documentation Specialist Account Updates
Signature Bank
02.2023 - 06.2023
Senior Personal Banker
Valley Bank
08.2019 - 01.2023
Airport Branch Manager
First National Bank
08.2015 - 01.2016
Executive Assistant (intern)
Flow Saint Lucia
01.2013 - 06.2013
Human Resource Partner (intern)
Bank of Saint Lucia
04.2011 - 08.2014
Master of Science - Finance
Johnson & Wales University
Master of Business Administration - Human Resource Management
Johnson & Wales University
Bachelor of Science - Business Studies
Johnson & Wales University