Marquis Thompson
Charlotte
Summary
Results-driven financial professional with 5+ years of experience in banking, fraud prevention, and customer success. Proven ability to resolve complex financial issues, improve client satisfaction, and support operational efficiency. Strong analytical and communication skills with a focus on delivering accurate, compliant, and client-focused solutions. Seeking to transition into a financial analyst or advanced banking role.
Overview
6
6
years of professional experience
Work History
Service Experience Professional
Lpl Financial
Fort Mill, South Carolina
11.2023 - Current
- Guide clients through complex financial queries with precision and professionalism.
- Deliver timely and accurate information to enhance client satisfaction and trust.
- Resolve unique financial transactions, ensuring seamless client experiences.
- Contribute to a reliable support system, fostering positive client outcomes.
- Streamline financial processes, enhancing client satisfaction. Implement innovative solutions, driving operational efficiency. Collaborate cross-functionally to resolve complex issues.
- Foster strong client relationships through personalized service. Mentor junior team members, promoting knowledge sharing. Participate in cross-departmental projects for holistic solutions.
Associate Customer Success Representative
Wells Fargo
Charlotte, NC
04.2023 - 09.2023
- Resolved complex banking inquiries, enhancing customer satisfaction and retention.
- Communicated solutions effectively, to improve customer understanding and trust.
- Expertly navigated complex financial systems to resolve customer inquiries, ensuring accurate information delivery and optimal solutions.
- Consistently delivered exceptional customer experiences while adhering to strict guidelines, driving customer satisfaction and loyalty.
- Developed creative solutions for diverse financial issues, enhancing problem-solving skills and expanding product knowledge.
Fraud Specialist III
TD Bank
Charlotte, NC
10.2022 - 03.2023
- Guided partners on tech controls, ensuring robust security measures and compliance.
- Conducted detailed risk assessments, enhancing security protocols and reducing vulnerabilities.
- Trained junior staff on best practices for fraud detection and prevention.
- Analyzed fraudulent activity patterns to identify trends and mitigate risks.
- Conducted thorough investigations of suspicious transactions to ensure compliance.
Customer Service Representative-Credit Cards
Synchrony Financial Inc
Charlotte, NC
08.2021 - 09.2022
- Resolved customer credit inquiries, enhancing satisfaction and loyalty.
- Handled inbound calls, addressing diverse credit card concerns efficiently.
- Developed training materials for new hires on credit card products and compliance regulations.
- Evaluated customer creditworthiness and financial statements to determine credit limits.
Client Relationship Associate
Vanguard
Charlotte, NC
06.2020 - 08.2021
- Assisted clients with financial inquiries, enhancing satisfaction and trust.
- Collaborated effectively with investment specialists to provide accurate fund insights.
- Utilized SAP program for precise data delivery, improving client decision-making.
- Partnered with licensed specialists to provide comprehensive investment guidance, leveraging SAP program for accurate fund projections.
- Analyzed client needs to provide tailored financial solutions, enhancing satisfaction and loyalty.
Education
Associate of Arts - Business Transfer Pathway-Accounting
Central Piedmont Community College
Charlotte07-2027
Skills
- Financial Analysis
- Fraud Detection
- Risk Assessment
- Client Relations
- CRM Systems
- Excel Trained
Timeline
Service Experience Professional
Lpl Financial
11.2023 - Current
Associate Customer Success Representative
Wells Fargo
04.2023 - 09.2023
Fraud Specialist III
TD Bank
10.2022 - 03.2023
Customer Service Representative-Credit Cards
Synchrony Financial Inc
08.2021 - 09.2022
Client Relationship Associate
Vanguard
06.2020 - 08.2021
Associate of Arts - Business Transfer Pathway-Accounting
Central Piedmont Community College