Highly trained individual boasting a career involved in reviewing accounts and uncovering issues, using my ability to leverage my dynamic client service skills by providing excellent customer skills, through effective communication and providing excellent customer service experience.
Overview
7
7
years of professional experience
Work History
Business Client Care Servicing Specialist I
Truist Bank
04.2025 - Current
Assisted customers with account inquiries and transaction processing.
Resolved service issues, enhancing customer satisfaction and retention.
Executed daily account maintenance tasks ensuring accuracy and compliance.
Reviewed account documentation, identifying discrepancies or inaccuracies that could impact client relationships or business operations.
Conducted thorough research on complex issues, providing accurate information to clients while adhering to regulatory guidelines and company policies.
Managed approximately 55 incoming calls per day from customers.
CRS I - Residential Services
TRUIST BANK
01.2025 - 04.2025
Handled sensitive client information with discretion, always ensuring confidentiality.
Managed incoming calls, providing prompt and accurate information to clients about products and services.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Managed time efficiently in order to complete all tasks within deadlines.
Self-motivated, with a strong sense of personal responsibility.
Resolved customer issues efficiently, ensuring high satisfaction levels.
Associate Banking Representative
Wells Fargo Financial Services Banking
08.2018 - 06.2019
Maintained confidentiality of bank records, transactions and customer information.
Assisted customers with account inquiries and provided information on banking products and services.
Processed transactions accurately, maintaining compliance with bank policies and procedures.
Resolved customer complaints efficiently, ensuring high levels of satisfaction and retention.
Processed transactions accurately, maintaining strict adherence to established procedures and regulations.
Resolved customer issues efficiently, ensuring high satisfaction levels.