Customer Service Manager

Debbie W. Curtis

Email: ********@***********.***

Address:

City: Aurora

State: CO

Zip: 80014

Country: USA

Phone: 720-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Sharp financial industry professional whose talents shine in a competitive, innovative and creative environment. Bank Manager with 12-year background in branch management and training. Vast knowledge of finance, regulatory requirements and general bank operations.

Educational Background:

High School Dipolma from Xavier University, New Orleans LA 1/2001 to 5/1982 (Accounting -August 1980 to May 1982)

Job History / Details:

Summary

Sharp financial industry professional whose talents shine in a competitive, innovative and creative environment. Bank Manager with 12-year background in branch management and training. Vast knowledge of finance, regulatory requirements and general bank operations.

Experience

September 2001 to September 2012

BBVA Compass Centennial, CO

Assistant Branch Manager/Customer Service Manager

Manage all operations for the branch including clerical and administrative tasks

Responsible for the complete branch audit

Manage and maintain an exceptional customer experience throughout the branch

Ensure entire banking center is in compliance with all applicable state and federal laws, regulations, bank policies and procedures

Develop and maintain teamwork with the Branch Manager in the managing of sales

Provided training to branch staff on policy, procedures, compliance, regulations, customer service, sales and computer related systems

Conduct monthly meetings to coach and motivate staff on improving skills required to perform job effectively, weekly sales meetings and daily huddles with entire staff

Utilize problem solving techniques to handle client issues and concerns

Manage the sales of deposits and loans to all sales personnel

November 1999 to March 2001

Janus Mutual Funds Denver, CO

Trainer

Work directly with business areas to identify needs and match solutions

Conduct classroom, small and large group facilitation

Deliver a variety of technical, soft skills, and computer software training

Develop content for technical deployment

Identified and solved training need according to company standards

Develop and facilitate content for online delivery/CBT/WBT

Manage metrics to ensure solution met need.

Education

Xavier University New Orleans, LA

Accounting -August 1980 to May 1982

Additional Information

Series 6 -April 2001 to Present

Professional Affiliations

American Society for Training & Development -September 1995 to Present

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