Detail oriented Account Specialist focused on resolving issues and making customers feel valued. Extensive experience in researching different online scams and putting systems in place to protect customers and the bank. Worked numerous projects as needed. Strong critical thinking skills, knowledge about banking practices and documentation requirements.
1. Assist customers with account information and maintenance. Reconcile both credit card and deposit accounts and identified discrepancies.
2. Part of payments team assisting with returning over payments, transferring payments to correct accounts and submitting research for missing payments.
3. Extensive experience assisting customers with their online profile including troubleshooting issues with website and mobile app, resetting passwords, helping with online services and assisting business bankers with on boarding their customers.
4. Investigate fraudulent access to customer's online profile. Locating the method of access and shutting it down for the security of the customer and bank.
5. Intricate part of team with support in team chat, work on special projects as needed and working in escalation chat as needed.
6. Work escalation queue with success in deescalating situation and assisting customer with issue to their satisfaction.
I was nominated for the award by a business banker that I assisted with troubleshooting his customer's scanner issues. I made an appointment with banker and customer and was able to get the scanner to work when other bankers had been unsuccessful.