Zachary Osowski
Big Lake,MN
Summary
Motivated team leader with experience in issue resolution and great communication. Recognized in 2018 and 2022 for the award of excellence. I pride myself on excellent customer service. Dedicated to quality work and creating a team culture. Willingness to learn and and grow as a professional.
Overview
9
9
years of professional experience
Work History
Team Lead, Annuity Operations
RBC Capital Markets
Minneapolis , MN
2019.04 - Current
- Responsible for team oversight
- Writing/updating procedures for new processes
- Providing support on day to day processing
- Assigning tasks to team members
- Handling escalated items
Associate, Annuity Operations
RBC Capital Markets
Minneapolis , MN
2016.05 - 2019.04
- Processing daily requests efficiently
- Providing status updates to the branches
- Answering questions from the field by email or phone
- Reaching out to the carriers for support
- Cross trained to learn other roles
Personal Banker
Wells Fargo
Monticello , MN
2015.12 - 2016.05
- Reviewed loan and credit applications
- Opened and closed client accounts
- Assisted clients to recover fees
- Educating customers on various products
- Referring customers to business or private bankers
Education
Some College (No Degree) - Sports Medicine
Anoka Ramsey Community College
Anoka, MNSkills
- Strong communication skills
- Conflict resolution
- Collaboration
- Monitoring projects
- Coaching
- Prioritizing
- Performance evaluation
- Time management
Learning
- Currently studying for the SIE. Exam date 09-06-2024
Timeline
Team Lead, Annuity Operations
RBC Capital Markets
2019.04 - Current
Associate, Annuity Operations
RBC Capital Markets
2016.05 - 2019.04
Personal Banker
Wells Fargo
2015.12 - 2016.05
Some College (No Degree) - Sports Medicine
Anoka Ramsey Community College
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