Customer Service Representative

Mary Brewer

** **** ***** ****** ** *****

470-***-****/ad2idj@r.postjobfree.com

Experienced customer service representative with experience in finance and banking. Excellent communicator and facilitator seeking a position where my skills can play an important role in the success of my employing firm.

Experience

Merrill Lynch – Athens and Gainesville, GA Feb 2019 – Present

Wealth Management Specialist – Liaison between the client, Merrill, and Bank of America team ensuring that the firm’s clients received a high-level of personal contact and service regarding their accounts and needs

Partnered with Financial Advisors and Client Associates as an extension of their team to assist with client needs.

Proved results exceeding goals in a client-centric, results driven environment.

Bring solutions and services to life for clients.

Wells Fargo Bank NA – Athens, GA Nov 2012 – Feb 2019

Personal Banker II Business Advocate (2015-2019) – Was responsible for managing and expanding services to business customers. Communicated to businesses advising them of their account status and offering services that might be helpful in running their operations.

Helped expand branch’s business to business service offerings by 85%

Participated in community activities to help expand Wells Fargo’s name recognition in community

Personal Banker (2012-2015) – Assisted bank customers in achieving their financial goals including personal banking, savings, credit requirements and other bank services.

Awarded regional recognition for 80% increase in services that customers were utilizing

Helped develop other associates in understanding the importance of the role of a personal banker to the customer which helped the branch in achieving their goals

Bank of America – Athens, GA Mar 2011 – Nov 2012

Customer Service Leader – Assisted bank customers in their financial goals including personal banking, savings, credit requirements, and bank services.

Achieved a zero “0” error rating during tenure

Recognized as a branch “go to” in handling issues because of ability to effectively manage the customer successfully

Education

The University of Georgia 2004-2010

BS in Fashion Merchandising

BS in Secondary Education (Science)

Skills

Microsoft Word, Excel, PowerPoint.

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