Tre'quaun Slade
Charlotte,NC
Summary
Detail-oriented professional with a proven track record in banking, customer service, and account management. Demonstrated expertise in managing client relationships and providing exceptional customer support. Skilled in analyzing financial data, identifying growth opportunities, and implementing strategic solutions for business success. Adept at multitasking, prioritizing tasks, and meeting deadlines with a high level of accuracy and attention to detail.
Overview
8
8
years of professional experience
Work History
Credit Card Specialist
Truist Financial
11.2022 - 08.2023
- Banking solutions included changing of account types, the opening of new accounts such as demand deposits, time deposits, credit cards, balance transfers, new loans/lines of credit e.g., mortgage referrals, secured and unsecured lending or refinancing existing loans for more competitive rates or payments, etc
- Implemented credit card account maintenance procedures to determine accuracy of customer information and compliance with federal regulations
- Researched and resolved customer complaints and disputes related to credit card accounts
Relationship Banker
Wells Fargo
11.2021 - 11.2022
- The types of issues I dealt with usually were the concern of customer deposits, withdrawals, transactions, problem solving or evaluating customers' eligibility and financial need for loans and grants
- Provided complaint resolution through root cause analysis and service recovery to retain existing clients and increase customer satisfaction
- Executed wire transfers, stop payments and account transfers
Billing Specialist
Spectrum
11.2020 - 11.2021
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process
- Managed all payments processing, invoicing and collections tasks
- Assessed billing statements for correct diagnostic codes and identified problems with coding
Relationship Banker
Wells Fargo
08.2019 - 11.2020
- The types of issues I dealt with usually were the concern of customer deposits, withdrawals, transactions, problem solving or evaluating customers' eligibility and financial need for loans and grants
- Provided complaint resolution through root cause analysis and service recovery to retain existing clients and increase customer satisfaction
- Executed wire transfers, stop payments and account transfers
Collections Agent
Pra Group
06.2017 - 08.2019
- Trace customer to new address using address software or by contacting credit reporting agencies, post office, relatives, employers and other possible leads
- Confer with customer by telephone in attempt to determine reason for overdue payment, review terms of sales, service, or credit contract with customer; take appropriate action if customer disputes the account(s)
- Request appropriate form letters to customers to notify of transfer of account to our company, encourage payment of delinquent accounts or confirm agreements to settle accounts
Benefits Agent
United Healthcare, Optum
01.2016 - 06.2017
- Respond to and resolve on the first call, customer service inquiries and issues by identifying the topic and type of assistance the caller needs such as benefits, eligibility and claims
- Help guide and educate consumers about the fundamentals and benefits of consumer-driven health care
- Follow-up with the members' complex issues across multiple databases and work with support resources to resolve customer issues and/or collaborate with others to resolve escalated issues
Education
HIGH SCHOOL DIPLOMA - High School Diploma
Ben L Smith High School
Greensboro, NC06.2015
Skills
- Excellent Math Skills
- Adaptive and Creative
- Critical Thinking
- Strong Organizational Skill
Timeline
Credit Card Specialist
Truist Financial
11.2022 - 08.2023
Relationship Banker
Wells Fargo
11.2021 - 11.2022
Billing Specialist
Spectrum
11.2020 - 11.2021
Relationship Banker
Wells Fargo
08.2019 - 11.2020
Collections Agent
Pra Group
06.2017 - 08.2019
Benefits Agent
United Healthcare, Optum
01.2016 - 06.2017
HIGH SCHOOL DIPLOMA - High School Diploma
Ben L Smith High School
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