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Customer Service Professional Experience

Location:
Wilmington, DE
Posted:
May 14, 2017

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Resume:

Stacy Campbell-Sneh ac0azp@r.postjobfree.com **4 Baynard Blvd. Wilmington, Delaware 19803 phone # 267-***-****

Education:

Wilmington University, Bachelor of Science in Human Resources expected December 2016

Summary of Qualifications:

Experienced professional with 10+years of working and proficient knowledge in the field of Banking/Finance and Risk Management.

Proficiencies include document processing, problem solving, and account management.

A proven leader who works well independently and as a team player to obtain common goals of finding solutions.

An advanced level of fraud prevention, solo decision making, and crisis handling with little or no supervision.

Critical thinker with organizational skills while completing task in a timely fashion with in a fast paced environment. Hands-on knowledge of Excel pivot tables and look, Microsoft Word, PowerPoint, Outlook and Excel

Professional Experience:

Citizen Bank Personal Banker 10/2012-2015

Serviced non-managed and managed portfolios of clients Established new checking, savings, cd and money market accounts Processed loan applications, credit card, personal loans and home equity

Manufacturers & Traders Bank Relationship Banker II 06/2011-04/2012

Serviced non-managed and managed portfolios of clients. Established new checking, savings, cd and money market accounts

Processed loan applications, credit card, personal loans and home equity Managed the M & T @work program Appointed as Business Specialist at the branch for all Business clients Outbound / Inbound calls to clients

Prospect and develop customer relations internal / external of branch Identified risk in new clients with KYC Knowledgeable of the laws applicable to Money Laundering, including the Bank Secrecy Act, the US Patriot Act, and US Treasury AML guidelines for OFAC and SAR requirements.

Wilmington Trust Company:

Personal Financial Consultant II 08/2000-06/2011

Established and maintained relationships with personal and business customers Processed Retirement, Trust & Estate accounts and Wealth Management Examined, evaluated, and processed loan applications Networked within communities to find and attract new business consistently provided exceptional customer service which helped to attain branch customer satisfaction and loyalty targets Used CRM to document customer interactions, sales activities, and facilitate follow-up with clients Performed client sales and serviced transactions with operational proficiency

CAREER-RELATED TRAINING:

Certifications NMLS ID#789442 Certified Notary Public.

Areas of Experience Team Leadership, Account Management, Project Management, Policy Adherence,

Fraud/ Risk Management, Client Financial Management, AML Compliance & KYC .



Contact this candidate