Customer Service Relationship Banker

Angela Buzbee

** ***** ****** ******

Cropwell, AL 35054

Cell: 205-***-****

E-mail: *******@*****.***

Wells Fargo Bank, N.A.

Relationship Banker

December 2022 - Current

Build and strengthen relationships with consumer and small business customers to understand their current and future financial needs, acquire, deepen and retain relationships through outreach, work with partners and Financial Advisors to address customer investment and retirement needs, Compliance and Risk Management

Valley National Bank

Service Excellence Manager

January 2022 – Current

Lead, manage and develop a team of direct reports in overseeing risks, ensuring exceptional customer service, sales, and compliance in retail banking. Make decisions and resolve issues regarding customer and team experience, risks, and growth of the team. Execute policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures. Mentor and guide talent development of tellers and bankers and assist in hiring talent.

Wells Fargo Bank, N.A.

Personal Banker, Relationship Banker

August 2016-December 2021

Build and strengthen relationships with consumer and small business customers to understand their current and future financial needs, acquire, deepen and retain relationships through outreach, work with partners and Financial Advisors to address customer investment and retirement needs, Compliance and Risk Management

Cammie Cooper State Farm

Producer/Service

June 2015 – August 2016

Build client relationships, meet with clients to complete insurance and financial reviews, solicit new business, process referrals to partners, retention, process underwriting request, handle client complaints, work with client to resolve claim issues, prepare bank deposits, contact clients regarding past due premium, process payments

AT&T

May 2010 – September 2014

Customer Assistant, Team Lead

Assist with training new agents, handle escalation calls from agents, troubleshoot chronic issues, work with other departments to resolve customer complaints, troubleshoot DSL connection problems, place service/repair order appointments, troubleshoot browser and email client issues

U.S. Bank

May 2007 – March 2010

Account Associate

Process day-to-day activities associated with Institutional Trust & Custody accounts, assist Account Managers and Relationship Managers in meeting client needs to maximize client satisfaction and encourage growth of the relationship, work proactively to identify potential problems, compliance issues, or fraudulent activities

Protective Life Insurance Co.

September 2005 – April 2007

Underwriting Associate Field Response Representative

Answer, research, and respond to internal and external inquiries concerning all areas of underwriting, handle inquiries received via telephone, facsimile, and email, analyze broker/dealer and applicant complaints and come to a timely solution

Infinity Insurance

September 2004 – September 2005

Customer Service

Accept insureds and broker/dealer phone calls, process endorsements to policies, answer questions regarding billing and payment arrangements, process payments, process new applications and request information as needed

Licenses held:

Property and Casualty

Life and Variable

FINRA Series 6, 63, and 65

Education:

Jefferson State Community College

Finance Administration

2003-2004

References provided upon request.

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