Client Experience Coach Bank Officer resume example with 15 years of experience
Jessica
Claire
resumesample@example.com
(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.
Skills
PROBLEM SOLVING
HTML
SALESFORCE.COM
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
Education
Windsor Christian Prep AcademyOrlando, FLExpected in ā āHigh 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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