Company Overview: Columbia, South Carolina United States
Supports one or more Private Wealth Advisors with high net worth clients
Provide banking assistance to bank customers in handling their deposits and payments.
Gather and analyze financial and related data of customers.
Verify and inspect loan documents and customer credentials.
Work with Private Wealth Advisors to obtain loan financial data, drafting letters and agreements, clearing exceptions and obtaining collateral documentation.
First point of contact for Private Wealth customers, primary contact for all customer service issues.
Manage the deposit relationship and related services, i.e. wires, ach transfers, account set up, NSF management, approvals, signatures, etc.
Maintained positive client relationships through regular communication and excellent customer service.
Increased customer satisfaction by providing timely and accurate product information, addressing inquiries, and resolving issues.
Maintained office supply inventory and ordered new supplies when needed.
Work before and after normal banking hours to accommodate the client needs.
Quote rates and help discuss the best product type for client needs.
Branch Service Supervisor
NBSC (Synovus Bank)
01.2006 - 09.2012
Company Overview: Irmo, South Carolina United States
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips including monthly tax payments.
Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
Order a supply of cash to meet daily needs.
Prepare and verify cashier's checks.
Carry out special services for customers, such as ordering bank cards and checks.
Resolve problems or discrepancies concerning customers' accounts.
Receive and make outbound calls to customers on a daily basis to sell products and thank them for their business.
Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
Monitor bank vaults to ensure cash balances are correct.
Re-hired November 2015-2018 (started a family)
Call Center Customer Service for Bank
Wachovia- Call Center
06.2004 - 01.2006
Company Overview: Columbia, South Carolina United States
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Help customers with understanding chargers on bank accounts and on any current loans.
Sell products to customers that will better serve their needs at this time and in the future.
Answer inbound calls and making any follow up calls as well.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Customer Service/Cashier
Shoe Carnival
02.2004 - 05.2004
Company Overview: Columbia, South Carolina United States
Receive payment by cash, check, credit cards, vouchers, or automatic debits.
Issue receipts, refunds, credits, or change due to customers.
Assist customers by providing information and resolving their complaints.
Greet customers entering establishments.
Answer customers' questions, and provide information on procedures or policies.
Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans.
Sort, count, and wrap currency and coins.
Keep periodic balance sheets of amounts and numbers of transactions.