Customer Service Manager

Sandra Sheppard

**** **** **** ****, ******** City, TX 77459

H: 281-***-**** M: 281-***-****

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

Summary

I am interested in advancing with a company where I may be able to utilize my skills

and be a part of assisting that company in obtaining their market objective and beyond.

Experience

Wells Fargo Bank, Missouri City, TX

Service Manager II AVP January 2008– September 2015

Managed opening and closing times for the main branch.

Processed sales referrals and promoted bank services and products.

Established new customer accounts including checking, savings, lines of credit and

loans.

Prepared daily branch huddles to ensure customer service and sales are met consistently.

Processed cash withdrawals.

Adhered to Wells Fargo security and audit procedures.

Researched and resolved customer issues on personal savings, checking and lines of

credit accounts.

Examined checks for identification and endorsements.

Maintained confidentiality of bank records and client information.

Directed specific questions to appropriate branch personnel.

Delivered prompt, accurate, and excellent customer service.

Washington Mutual Bank, (Missouri City, TX)

Branch Manager (June 2004– January 2008)

Opened new customer accounts, including checking, savings, and lines of credits.

Scheduled staffing for multiple branch locations, managed opening and closing times.

Processed sales referrals and promoted bank services and products.

Established new customer accounts including checking, savings, lines of credits and

loans.

Balanced daily cash deposits and bank vault inventory with a zero error rate.

Assembled in-store marketing displays, trained employees on cash drawer operations.

Adhered to Washington Mutual security and audit procedures.

Examined checks for identification and endorsements.

Opened a Denovo Branch in the medical center.

Reported Daily averages and shortages to the operations department.

Supplied tellers with coin and currency as needed.

Maintained confidentiality of bank records and client information.

Directed specific questions to appropriate branch personnel.

Delivered prompt, accurate, and excellent customer service.

JP Morgan Chase, Missouri City, TX

Branch Manager (July 2003 – June 2004)

Opened new customer accounts, including checking, savings, and lines of credits.

Established existing customer accounts including checking, savings, lines of credits and

loans.

Balanced daily cash deposits and bank vault inventory with a zero error rate.

Trained employees on cash drawer operations.

Adhered to JP Morgan security and audit procedures.

Researched and resolved customer issues on personal savings, checking, and lines of

credit accounts.

Examined checks for identification and endorsements.

Supplied tellers with coin and currency as needed.

Maintained confidentiality of bank records and client information. I was required to

receive my group 1, series 6 and 63 licenses for the second time.

Washington Mutual Bank, Houston, Texas

Branch Manager (May 1998– July 2003)

Cold calling

Opened new customer accounts, including checking, savings, and lines of credits.

Managed opening and closing times for the main branch.

Established new customer accounts including checking, savings, lines of credits and

loans.

Bank One Texas, Houston, Texas

Relationship Manager –(April 1990 – May 1998)

Responsibilities included getting my group 1, series 6 and 63 licenses.

Opened new customer accounts, including checking, savings, and lines of credits.

Managed opening and closing times for the main branch.

Cold calling businesses that did not have an account with Bank One.

Skills

Exceptional customer service, interpersonal, organizational skills. and computer skills.

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Good verbal and written communication skills to effectively communicate with all

•

levels of staff and visitors.

• Ability to multi-task. Able to work under stressful conditions.

• Qualified in commercial servicing.

• Strong sense of banking ethics.

• Practiced knowledge of bank security systems.

• Computer skills

• Strong work ethics

• Safe and Vault Operations

• Friendly, energetic, flexible, and reliable.

• Received the regional branch recognition award for outstanding customer service.

Education:

North Harris County College

1986Business Administration / Finance

Barbara Jordan High School

1983High School Diploma: Printing Trades

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