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Customer Service Manager

Location:
Brandon, FL
Posted:
March 30, 2014

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Resume:

Sondai V. Pierce

**** ******* ******* **.

Apt. *02

Tampa, FL 33615

(Cell) 206-***-****

**********@*****.***

EXPERIENCE:

November 2011 - Present

Grow Financial Federal Credit Union

Tampa, Florida

Relationship Specialist III

• Assisted members with transactions (deposits, withdrawals, transfers,

payments, etc)

• Performed audits of Cash Handlers, Vaults, and CDM's, as well as order and

ship cash and coin.

• Assisted members with opening of new and additional accounts, processing

fraud and dispute claims, and while servicing, look for additional ways to cross - sell

additional products.

• Widely recognized by peers and superiors as a Top Producer by surpassing

my assigned loan goals for the year (127% to goal) as well as credit card goals

(112% to goal)

• Developed new sources of business for my branch and Credit Union by

establishing relationships with 6 dealerships and 1 new SEG.

• Processed and decisioned Loan and Credit Card applications for New and

Existing members as well as Dealership customers.

August 2010 - Oct 2011

Wachovia/Wells Fargo Bank NA

Tampa, Florida

Personal Banker

• Assisted current customers with account questions and concerns, while

looking for solutions to help them either save money or time

• Performed teller and vault audits as well as handling cash and coin shipments.

• Consistently achieved bonus metrics in 4 of 6 quarters I was eligible.

• Processed loan and credit card applications for new and existing members.

• Opened accounts (Checking, savings, CD’s, IRA’s) for new and existing custo

mers.

January 2010 – May 2010

AppleOne/CitiCorp.

Buffalo, New York

Compliance Analyst

Monitored 1450 to 1600 electronic messages daily, which include instant messages,

Bloomberg messages, and email correspondences.

Identified sensitive information in approximately 5% of the electronic messages.

Assisted research analysts by reporting questionable disclosures via electronic means to

bolster the integrity of the Company’s intellectual property.

Ensured that the office was in compliance with operational security standards

Provided reach back support to research analysts for collation of electronic messages

April 2008 – July 2009

Bank of America

Seattle, Washington

Personal Banker/ Interim Asst. Manager

Acquisitioned $4,000,000 in new deposit accounts in 2008 and $2,100,000 in the first

two quarters of 2009.

Educated current clients about new products and services by examining and evaluating

the current products they utilized at the bank and offering additional products and

services that could better serve their needs.

Trained tellers’ methods to identity and refer potential clients who would benefit from

additional products or services.

Retained customers by addressing their concerns and being available to them during

transitions, and expanded the Bank’s portfolio be adding approximately 30 new

customers monthly.

Obtained small business clientele by personally soliciting new business clients within the

community.

June 2007 – April 2008

KeyBank

Seattle, Washington

Relationship Manager

Acquisitioned $55,000,000 in new deposit accounts in 2008 and loans in excess of

$10,000,000.

Provided product education to over 200 clients about new products and services by

examining and evaluating the current products they utilized at the bank and offering

additional products and services that could better serve their needs; and

Trained 10 bank associates’ methods to identity, attract and provide customer service to

potential clients who would benefit from new products

Retained customers by addressing their concerns and being available to them during

transitions, and expanded the Bank’s portfolio be adding approximately 30 new

customers monthly.

Obtained small business clients by personally soliciting new business within the

community

March 2006 – June 2007

KeyBank

Buffalo, New York

Telesales Representative

Communicated with clients to ensure their satisfaction with the Bank

Established rapport and customer service with clients that were not satisfied with their

banking experience

Provided customers with other options to assist their needs such as interest bank

accounts, joint banking accounts and cashier’s checks

EDUCATION:

AA Criminal Justice, Erie County Community College Williamsville, NY 1994

TRAINING:

• Registered NMLSR

• Notary in the State of Florida

• AID INC Certified



Contact this candidate