Client Experience Coach Bank Officer resume example with 15 years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Skilled Bank Officer with 9 years in banking, progressing through positions of increasing responsibility and establishing continuous record of success.

  • HTML
  • Microsoft Office
  • JavaScript
  • Java
  • Customer service
  • Time management
  • Microsoft Excel
  • Mortgage servicing
  • Microsoft Word
  • Financial services
  • Prioritizing and Planning
  • Employee Motivation
  • Bank Transaction Processing
  • Collaborative Environments
  • Electronic Filing System
  • Customer Accounts Management
  • Employee Training Oversight
  • Adaptable to Changing Conditions
  • Compliance Assessments
  • Proactive and Focused
  • Banking Best Practices
  • Customer Inquiries
  • Active Listening
  • Money Handling
  • Workflow Processes
  • Verbal and Written Communication
Windsor Christian Prep Academy Orlando, FL Expected in High school diploma : - GPA :
Work History
U.S. Physical Therapy - Client Experience Coach/Bank Officer
Unavailable, TX, 11/2013 - Current
  • Trained in accordance to properly satisfy regulatory requirements for holding the position
  • Call monitoring for training and quality assurance purposes
  • Associate coaching in building essential client experience skills
  • Attention to detail
  • Ensures procedures are implemented in accordance with company policy
  • Resolves complex issues considered client/business impact
  • Helps to assist associates with regards to training opportunities to effectively service clients
  • Provides positive redirection and criticism through written communication
  • Documents client call interactions for auditing purposes
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives
  • Recommends policy updates based on analyzed data
  • Objective and critical thinking skills
  • Investigated red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organized crime, terrorist financing
  • Maintain confidentiality of bank records and client information
  • Document feedback, tracks and manages salesforce compliance complaints
  • Strong verbal written skills & follow through skills
  • Lines of businesses include Loans, Loc's, Credit card fraud, mortgages, Demand & time deposit accounts, ira, performance monitoring, cd's & card processing.
  • Utilized up-to-date information to make effective decisions governing bank operations.
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Gathered data and built financial models around key metrics.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Contacted potential clients to pursue sales and gather funds.
  • Prepared employee documentation, routine evaluation measures and recommendations.
  • Encouraged employee development and promoted management staff from within.
My Learning Alliance - Patient Care Advocate
Clarksville, TN, 05/2010 - 11/2012
  • Assisted with processing orders for mail order pharmacy
  • Processed claims for pharmacists
  • Provided friendly customer service at prescription drop-off and pick-up counters
  • Communicated directly with doctors' offices via telephone, fax and email
  • Verified patient data and billing information
  • Verified accuracy and completeness of information on prescription and refill requests
  • Correctly priced and filed prescriptions after they were filled
  • Precisely processed third party prescriptions and managed adjudication review
  • Regularly ordered medication and pharmacy, office and restroom supplies
  • Provided critical information and advice to customers regarding possible drug interactions, side effects, dosage and proper medication storage
  • Collaborated closely with healthcare professionals to monitor and assess the quality and effectiveness of drugs or drug regimens
  • Followed state and federal record keeping guidelines for legend drugs and controlled substances
  • Appropriately resolved customer issues, complaints and questions.
  • Developed rapport to create safe and trusting environment for care.
  • Monitored progress and documented patient health status changes to keep care team updated.
  • Maintained confidentiality of patient data and condition to safeguard health information.
  • Reviewed each step of patient care and made proactive adjustments to avert issues.
  • Resolved problems with areas such as communication and billing that could negatively impact services.
  • Resolved problems with communication and billing to foster seamless services.
  • Liaised between hospital departments to facilitate effective communication.
Sprint Inc - Retention Specialist
City, STATE, 04/2008 - 07/2009
  • Resolved complex product, customer service, and billing issues
  • Provided optimal customer care in a high volume call center
  • Implemented plan changes & corrections
  • Led sales calls with team members to establish sales and customer retention goals
  • Resolved customer complaints by exchanging merchandise, refunding money and adjusting bills
  • Maintained friendly and professional customer interactions
  • Shared product knowledge with customers while making personal recommendations.
  • Utilized knowledge of customer experience to create specialized plans for customer retention.
  • Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
  • Reviewed successes and failures to learn from previous mistakes.
Connextions Inc - Pharmacy/ Ld Patent Care Rep
City, STATE, 10/2005 - 02/2008
  • Provided a broad range of services to enhance the member experience
  • Established and maintained patient profiles, including lists of medications taken by individual patients
  • Performed clerical tasks such as filing, compiling and maintaining prescription records, and composing letters
  • Entered new patient profiles and prescriptions into medication input software system
  • Worked closely with pharmacists and used medication input software to safely and accurately dispense medication
  • Answered and screened phone calls for the staff pharmacist in a friendly, efficient manner
  • Maintained proper compliance logs, including for refrigerator temperatures and IV hood maintenance.
Willing to relocate to: Georgia - North Carolina, Willing to relocate to: North Carolina - - Georgia
Additional Information
  • Willing to relocate to: Georgia - North Carolina, Authorized to work in the US for any employer, Willing to relocate to: North Carolina - - Georgia

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Resume Overview

School Attended

  • Windsor Christian Prep Academy

Job Titles Held:

  • Client Experience Coach/Bank Officer
  • Patient Care Advocate
  • Retention Specialist
  • Pharmacy/ Ld Patent Care Rep


  • High school diploma

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