Oct 2022 – Feb 2024 · 1 yr 4 mos · Charlotte, North Carolina, United States

• Resolve problems and service/maintenance accounts for Wealth clients who have a minimum of $1 million of assets under management (AUM), including clients within specialty groups such as medical, legal, sports and entertainment, and family legacy planning.
• Accept inbound and complete outbound calls to deliver solutions to clients who have complex financial needs, while remaining compliant.
• Support internal employees (E.g., Financial Advisors, Wealth Advisors, Brokerage Associates, Branch Bankers, Tellers, and Managers, etc.) by assisting with bank product knowledge, completing transactions, account openings, and document retrieval for clients in their book of business.
• Contact and work with other internal departments and third parties, via phone, to meet client needs.
• Account types that are serviced/maintained are for personal and business accounts, which include: deposits, credit cards, secured/unsecured loans/lines of credit (personal and commercial), mortgage, and online/mobile banking.

Jul 2022 – Oct 2022 · 3 mos · Charlotte, North Carolina, United States

• Professionally interact with all clients, employees, and partners (e.g., Credit Solutions Advisors, Small Business Bankers, and Financial Advisors, etc.), while remaining compliant.
• Build and maintain customer relationships by doing what is best for the client and contributing to an excellent customer experience by completing complex transactions, such as wire transfers, opening and closing accounts, deposits/withdrawals, and transfers.
• Engage with new and existing customers through in-depth conversations and help identify relevant banking products and services that help them reach their financial goals.
• Inform and teach customers how to use mobile and online banking through explaining tasks step-by-step, such as how to view account balances, order a new debit card, and how to schedule an appointment.

Oct 2019 – May 2021 · 1 yr 7 mos · San Jose, California

• Recognized as Top 2% of Branch Banking Employees for the South Bay District, 2021.
• Perform financial transactions for account/non-account holders for personal and business customers (e.g., cashing/depositing checks, making credit/mortgage payments).
• Experience in handling complex transactions, across multiple systems while proactively and professionally engaging with customers in person, as well as outreach via phone.
• Practical knowledge of answering customer questions/complaints and reporting escalated (unresolved) complaints to the next appropriate line of business.
• Financially educate account/non-account holders about bank products and services and send referrals to the next appropriate line of business when a need is communicated/discovered.
• Managing risk by adhering to latest State, Federal and International financial laws, and company policies and procedures.

Nov 2018 – Jul 2019 · 8 mos · Canterbury, United Kingdom

• Support Student Ambassadors, teachers and members of staff.
• Act as a liaison and point of contact for Student Ambassadors, staff and teachers.
• Brief and de-brief Student Ambassadors and lead University events.

Oct 2015 – Jul 2019 · 3 yrs 9 mos · Canterbury, United Kingdom

• Welcome and inform students about Higher Education, in groups varying in size from
• seven to three-hundred, ranging from the ages of ten years-old to adult learners.
• Recruit prospective students by developing relationships and promoting the University of Kent to diverse groups (e.g., students from varying countries and abilities).
• Relevant skills that have been developed: Professionally interact with co-workers, students, teachers, and post-graduate students, carry out public speaking, and encompass strong interpersonal skills.

Aug 2014 – Jun 2015 · 10 mos · Morgan Hill, California

Aug 2013 – Jun 2014 · 10 mos · Morgan Hill, California