Customer Service Manager

Vela Caspersen

***** ******* **** *** **, Hartville, OH 44632

330-***-**** *************@*****.***

Summary of Qualifications

I am detail oriented with strong organizational and customer service skills. As seen in my employment history I am a dedicated employee who is not afraid of challenges, hard work and learning new things.

Employment

Dec. 2013 – Aug. 2016 PNC Bank North Canton, OH

Financial Specialist

My primary objective was to work with our everyday banking clients and to assist in transitioning those with an investment need to the appropriately recommended product or service. During this transition I would meet with them to discuss their needs and financial well-being. I worked with other financial advisors within PNC to assist me with clients that have greater investable assets. In addition, I coach the teller team and personal bankers on how to uncover and listen for prospects during their daily interactions. I managed my calendar coordinating with partners when needed, as well as all of the administrative work that my client interactions created.

Nov. 2011 – Dec. 2013 Western & Southern Financial Group Canton, OH

Registered Sales Representative

I worked with clients to find the products that best suited their needs and budget, I recommended what I felt met these needs best while showing them a range of options with the pros and the cons for each based on the information they shared with me. I worked with existing clients as well as new clients gathered from referrals and leads through working community events. I planned each of my sales appointments and managed my calendar while creating and following a monthly business plan.

Oct. 2010 – Aug. 2011 Kohl’s Distribution Center Wurtsboro, NY

Material Handler

My original role was auditing cartons, reviewing for accuracy and reporting errors. After two months I was promoted to work a new project managing the fixture delivery to stores scheduled to be remodeled. A team of three, including me, received freight, inventoried it, separated it designated by store and shipped it according to the delivery schedule. In seven months we managed the remodel inventory for 15 stores.

Nov. 2006 – Oct. 2009 Provident Bank South Fallsburg, NY

Client Service Supervisor

I started as a Sales Associate II. I assisted customers with opening accounts, applying for loans, cross-selling other products and services and resolving any issues that came about. I tracked the sales and referrals for the branch, maintained the safe deposit boxes and assisted in monthly audits. I also worked as a teller when needed. In January 2009 I was promoted to the CSS position in another office. I managed a teller crew of 5 as well as all operational, audits and sales related reports connected to my team.

Aug. 2003 – Dec. 2004 Warwick Savings Bank Warwick, NY

Customer Service Representative

I was responsible for filing in at branches that were temporarily short staffed or had issues needing additional attention, such as poor audits, loans and safe deposit boxes as well as teller work and new accounts. High level administrative and operations support.

Aug. 1998 – Aug. 2003 Commerce Bank Montvale, NJ

Assistant Branch Manager

I started as a teller, was promoted within a year to Assistant Head Teller and less than 6 months later became the head teller. I cross trained and eventually moved to Customer Service Representative. I was asked to enroll in the Assistant Manager Development program and later placed in a high traffic branch where I managed a staff of 10 and was responsible to all monthly audits, scheduling, branch operations and administration.

Oct. 1996 – Aug. 1998 Harmon Discount Paramus, NJ

Assistant Manager

I was hired as a cashier and within a year promoted to an Assistant Manager position. I managed a staff of 7, maintained the deposits, cash reports and ordered stock for the shelves while also maintaining store operations.

Education

Lebanon High School Graduate – May 1996 Lebanon, MO

Licensing:

Ohio State Life, Health, Accident and Variable - November 2011

FINRA Series 6 - October 2012

FINRA Series 63 - January 2014

FINRA Series 65 - October 2014

FINRA Series 7 - July 2015

References Available Upon Request

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