Jacquelyn Coleman
Pickens
Summary
Financial advocate with expertise in problem-solving leadership, and time management Known for being a collaborative focused on supporting colleagues and fostering a positive work environment. Demonstrates strong people skills and advanced communication grow within a dynamic team. Ensuring the best service is provided to our clients. Providing clients to get them back on track with their finances.
Overview
4
4
years of professional experience
Work History
Financial advocate
TD Bank
Greenville
11.2021 - Current
- Ensuring the best service is provided to our clients.
- Providing support to clients to get them back on track with their finances in collections department
- Maintained accurate details of client accounts and provided solutions.
- Ensured meeting bank compliance standards while assisting clients during transactions
- Researching HVAR accounts to place client on financial plan to get credit card back on track (skiptracing accounts)
- Assisted with training with new agents entering HVAR role
- Microsoft office excel cacs tsys applications experience
- JEP program with HR 2023 ( helped with hiring process) conducted interviews with new hires
Volunteering
TD Bank
Greenville
11.2021 - Current
- Volunteered at TD toy drive Spartanburg SC and Greenville SC
- Volunteered at TD market fair
Education
High school diploma -
Skills
- Problem solving
- Client advocacy
- Conflict resolution
- Microsoft applications
- Training
- Excel customer service
Websites
Timeline
Financial advocate
TD Bank
11.2021 - Current
Volunteering
TD Bank
11.2021 - Current