Knowledgeable senior specialist with deep expertise the field and offering several years of experience in the field. Skilled in building and leading teams of specialists in daily operations.
Provide exceptional customer service while onboarding customers and help reduce customer escalations by 33 percent
Transitioned from a Development role to an Operations role to mentor initiation of the Implementation team
Complete products and services application completion within 24-48 hours in turnaround, meeting departmental goal
Guide Development specialists with documentation requirements and supported the Development team with onboarding
Treasury Management Development Senior Representative
First Bank
2023.05 - 2025.03
Delivered exceptional customer service to current and prospective customers, enhancing satisfaction and loyalty.
Supported Development Specialist by managing department email inbox and addressing work overflow to ensure timely responses.
Met goals for products and services sales such as merchant services and Internet Cash Management
Conducted comparison analysis of commercial products and services for existing and prospective customers, informing decision-making.
Provided support to markets and training to personal bankers and took on referrals along with any treasury management questions
Lead Personal Banker
FirstBank
2015.09 - 2023.05
Started as Teller and was promoted to New Accounts Representative to Senior New Account Representative to Lead Personal banker during my time at the branch
Developed expertise in managing personal, business, retirement, health savings, college savings, and trust accounts at the branch.
Trained new personal bankers in account opening procedures to enhance team capability
Recognized as business account expert, ensuring compliance while delivering product and service information
Welcomed branch customers and provided helpful and personalized assistance with banking needs
Processed wire transfers with a focus on risk mitigation and fraud detection
Review daily reports and large deposits for fraud detection or chargebacks
Provided access to safe deposit boxes while following strict procedure and audit requirement
Performed notary services for client documents
Customer Service Representative
State Farm
2015.02 - 2015.07
Coordinated with internal departments to find solutions to customer questions
Provided billing information and receiving payment for policies
Handled customer phone calls and emails
Assistant Manager
Family Dollar
2011.11 - 2014.12
Developed and managed weekly staff schedule
Managed opening and closing of store, balanced vault, and maintained cleanliness
Assisted customers and cashiers with exchanges and returns
Facilitated receipt of vendor shipments and merchandise