Angelo Monroe
Huntersville
Summary
Personable and dedicated Customer Service Representative with extensive experience in the customer service industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
13
13
years of professional experience
Work History
Account Maintenance/Change of Ownership Specialist
Vanguard
05.2025 - Current
- Manage, process, and approve client account updates, transactions, and documentation while ensuring regulatory compliance.
- Resolve account-related inquiries, maintain data accuracy, and collaborate with teams to enhance client experience and operational efficiency.
- Act as primary contacts for personal investor clients, guiding them through complex asset transfers, account onboarding, and ownership changes.
- Simplify financial processes, build trusted relationships, ensure regulatory compliance, and deliver high-touch service during critical life moments to foster client loyalty.
- Provides intermediate-level troubleshooting, configuration, maintenance, and security for hardware, software, and systems to ensure employee productivity.
- Handles high-volume incidents, document issues in ticketing systems, manage escalations, and support critical operations like trade floors or executives.
Cashier/Customer Service Associate
Lowe's Home Improvement
02.2013 - Current
- Provide exceptional customer service in this consistently fast-paced retail hardware store.
- Commended by store management for superb customer service and received several rewards.
- Process Transactions (All cash, credit cards and check transactions).
- Process Returns (At customer service desk).
- Resolve customer issues.
- Processing phone, internet and pick up orders (Commercial Sales, Flooring, Appliances and Garden center departments).
- Scheduling deliveries (Multiple deliveries of merchandise and goods).
- Loading merchandise for customers.
- Promote credit card applications to meet and exceed company’s goals.
- Train new associates.
Deposit Customer Care Consultant
Ally Bank
11.2022 - 09.2023
- Works in a call center.
- Provides superb customer service.
- Opens Accounts, Closes Accounts, Assists with CD accounts, Assists with IRA transfers, Assists with Trust accounts.
- Troubleshoots technical online difficulties, Resetting passwords, Resetting usernames, Resetting Mobile Wallets.
- Empathized with customers when they expressed their concerns.
- Mentoring newer associates.
- Updated profile information.
Billing Specialist
Spectrum
02.2021 - 09.2022
- Works in a call center, Audited accounts.
- Provided impeccable customer service, Processed bill payments.
- Explained why accounts had been closed, Helped restore accounts back to an active status.
- Apprised and explained customers billing statements.
- Informed customers of account balances and outstanding balances.
- Promoted Spectrum’s diverse products.
- Troubleshooting Online Difficulties, Resetting passwords, Enrolled customers into different cable, internet, and phone programs.
- Removed any services and equipment customers no longer wanted.
- Empathized with the many circumstances our customers were experiencing.
- Notating all activity on customers account, Transferring calls to the appropriate departments.
Customer Success Specialist 2
Wells Fargo
09.2019 - 10.2020
- Works in a call center, Audited accounts.
- Answered customers phone calls in a fast paced environment.
- Provided exceptionally great service, Answered all questions that customers had.
- Processed closing accounts, Troubleshooting online difficulties, Resetting passwords, Resetting usernames, Re-issuing debit and credit cards.
- Adding new users and administrators to business credit cards, Processed ordered checks.
- Updated new addresses, Assisted with customers navigation on their online banking, Transferring customers to the appropriate.
Education
Masters of Science - Cybersecurity
Wilmington University
Wilmington, DE05-2026
Bachelor of Science - Psychology
Appalachian State University
Boone, NC08-2019
Skills
Experienced in Microsoft Office Suite including PowerPoint, Outlook, Word and Excel
Timeline
Account Maintenance/Change of Ownership Specialist
Vanguard
05.2025 - Current
Deposit Customer Care Consultant
Ally Bank
11.2022 - 09.2023
Billing Specialist
Spectrum
02.2021 - 09.2022
Customer Success Specialist 2
Wells Fargo
09.2019 - 10.2020
Cashier/Customer Service Associate
Lowe's Home Improvement
02.2013 - Current
Bachelor of Science - Psychology
Appalachian State University
Masters of Science - Cybersecurity
Wilmington University