William Trimble
Thousand Oaks,CA
Summary
Officer & Team Lead with 12+ years of experience supporting, and developing various Banking departments in a fast paced, deadline-driven corporate environment. Extremely adaptive and results oriented, with Best in Class, client deepening and relationship building techniques. Highly driven team player with exceptional interpersonal and communication skills.
Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
10
10
years of professional experience
Work History
City Carrier Assistant
United States Postal Services
Los Angeles, CA
06.2019 - 02.2020
- Engaged customers with pleasant demeanor and offered to help with mail-related issues.
- Planned and cased mail in sequence of delivery for designated route.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Distributed mail on foot to residences and businesses, delivering to approximately 650 customers per shift.
- Explained mail regulations, policies or procedures to postal customers.
- Used portable devices to maintain system records by scanning items delivered to homes and businesses.
- Offered Specialty shipping products and postal services to customers.
- Collected deposits, payments, and fees for Specialty services.
- Sold stamps to customers along route and counted back bills and change to avoid errors.
- Communicated customer complaints, requests and feedback to company management for swift resolution.
- Greeted customers and answered questions regarding mail pick up times, postal regulations and delivery costs.
Event Planner And Coordinator
Picture Perfect Photo Booths
Inglewood, CA
04.2018 - 06.2019
- Interviewed clients to understand event scopes of work, establish budgets and determine timelines for venue selection, guest list finalization, and rehearsal, ceremonies, and receptions.
- Enhanced client satisfaction ratings by scheduling on-site service requests, managing show logistics and booth functionality needs to meet demands.
- Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
- Minimized delays by planning and adjusting routes to account for changing weather and traffic conditions.
- Completed over 100 jobs from start to finish, including loading boxes and large items, unloading trucks and cleaning job sites.
- Conducted efficient cargo transfers to maintain route schedules.
Participant Services Representative
SAG-AFTRA Health Plan And SAG-Producers Pension Plan
Burbank, CA
01.2017 - 04.2018
- Assisted with benefit information, through written & verbal communication to participants; their attorneys, accountants, business managers, as well as other approved contacts verified from HIPPA Authorization.
- Promoted to a direct contact Representative, meeting with Participants in person, resolving Escalated concerns regarding the Plans Eligibility and or Benefit processing.
- Maintained and handled a high-volume of participant phone calls regarding benefits eligibility, claims, pension, and premiums payments.
- Assisted with evaluating Participant Plan Eligibility by confirming all earnings received by the Plan on a rolling Annual and Quarterly basis.
- Assisted with special assignments or projects as requested by management.
- Obtained and processed medical, financial and personal information to ensure compliance with the Plan document requirements.
- Met with an average of five walk-in Participants ( per day) to address Eligibility concerns and resolve complaints.
Events Coordinator
Picture Perfect Photo Booths
Inglewood, CA
02.2016 - 01.2017
- Wrote detailed checklists to streamline job site walkthroughs and maintain customer satisfaction.
- Completed numerous inspections and maintenance actions, as well as basic equipment repairs, to keep equipment operating at peak levels.
- Operated with safety and skill to avoid accidents and delays.
- Developed and nurtured lasting customer relationships by projecting professional corporate image and responding quickly to issues.
- Maintained telephone and radio contact with supervisor to receive delivery instructions.
Officer & Team Lead
Private Bank Officer & TL, MUFG-Union Bank
08.2014 - 02.2016
- Reviewed, researched and processed inbound requests from various Private Bank branch offices.
- Created strategies to develop and deepen existing customer relationships, which resulted in [98]% client satisfaction survey scores.
- Managed emails/faxes Transfers, Memo Credits/Debits, Complex office research, maintenance ATM services, Cash Reserve, and Treasury Services.
- Created and managed exception reports; Kick Outs (Incoming check review based on dollar threshold and criteria); Rejects - deposits, checks, ACH, electronic items, etc.
- Reviewed Reg. D Limited Transactions. Executed courtesy calls, letters, closures/conversions; Overdraft Support Offices input return/pay decisions onto the Rumba XCPA system - Access requirements (Identify employees for Access and Training XCPA and WebAmmo); Treasury Relationship Manager Support proximity analysis, courier service bids, research, and maintenance requests.
- Recommended loan approvals and denials based on customer loan application reviews.
- Originated, reviewed, processed, and administered customer loan proposals while supporting numerous Private Bank offices.
Priority Bank Client Services Team Lead
Union Bank, N.A
02.2011 - 08.2014
- Achieved Quality Assurance and client satisfaction scores of 98% while supporting Affluent Wealth market.
- Successfully managed banking inquiries and transaction requests through online banking platform.
- Delivered prompt support to associates with complex banking requests, including identifying problems regarding service failures for root cause analysis and resolution.
- Demonstrated excellent problem solving abilities and client retention, resolving escalated calls, that required delicate service recovery skills.
- Delegated assignments to Service Specialist, monitored daily workflow, set expectations and deadlines, and provide input for other associate coaching.
- Developed and maintained relationships with local Private Bank offices and Personal Bankers.
Priority Banker RCS- DBS III
Union Bank, N.A
01.2010 - 02.2011
- Successfully resolved client concerns from every escalation queue regarding Union Bank affluent client segment.
- Demonstrated strong leadership skills, trusted by colleagues as a "goto" person for escalated client concerns.
- Maintained a "cando" professional attitude, flexibility and dependability during every customer interaction.
- Communicated effectively with multiple departments in order to resolve the affluent client segment concerns.
- Successfully audited various reports for quality and regulatory assurance.
- Provided timely, courteous and knowledgeable responses to information requests; screens and transfers called and prepared branch communications.
Education
High School Diploma -
Santa Monica JC
Skills
- Strong banking ethics
- Risk management assessments
- Proficient in many types of accounting systems and software
- Exceptional Interpersonal skills
- Exemplary customer service techniques, proven track record of client satisfaction
- Superior organization skills
- Excellent work ethic
- Relationship building and management
- Policy development and implementation
- Upselling Products and Services
- Customer Account Management
- Courteous with Strong Service Mindset
- Adaptable to Changing Conditions
- Team Building Leadership
Timeline
City Carrier Assistant
United States Postal Services
06.2019 - 02.2020
Event Planner And Coordinator
Picture Perfect Photo Booths
04.2018 - 06.2019
Participant Services Representative
SAG-AFTRA Health Plan And SAG-Producers Pension Plan
01.2017 - 04.2018
Events Coordinator
Picture Perfect Photo Booths
02.2016 - 01.2017
Officer & Team Lead
Private Bank Officer & TL, MUFG-Union Bank
08.2014 - 02.2016
Priority Bank Client Services Team Lead
Union Bank, N.A
02.2011 - 08.2014
Priority Banker RCS- DBS III
Union Bank, N.A
01.2010 - 02.2011
High School Diploma -
Santa Monica JC