Sylvia Lewis

Associate Customer Success Representative Banking

Riverside, CA 92504

ad2npz@r.postjobfree.com

562-***-****

Self-motivated banking and customer service professional offering strong quick thinking and

strong communication skills. Works effectively on teams, as well as independently, in fast-paced

environments. Authorized to work in the US for any employer

Work Experience

Auto Club of Southern California

Customer Service Representative

May 2023 - Present

● Support customers and resolve moderate to complex inquiries or issues regarding products and

services via phone

● Perform routine tasks such as answering inquiries, resolving problems, and providing a best-in-

class customer experience while adhering to work guidelines, policies, and regulations

● Regularly receive direction from management, escalate questions and refer more difficult issues

to Sr. Customer Success Representatives

● Express empathy when helping our customers as you correct their issues

● Comfortable assisting our customers on the phone for long stretches of time in a fast-paced

environment where there is a high volume of calls

● Navigate multiple computer systems as you research customer needs and offer solutions, all

while communicating effectively and accurately when delivering information.

● Ability to provide strong customer service while listening, eliciting information efficiently,

comprehending, and resolving complex customer issues

● Ability to interact with integrity and a high level of professionalism with all levels of customers,

team members, and management

● Ability to navigate multiple computer systems, applications, and utilize search tools to find

information

● Experience delivering results in a fast-paced, deadline driven environment

● Excellent verbal, written, and interpersonal communication skills

● Good attention to detail and accuracy skills

● Ability to quickly learn business operations and process

Wells Fargo Bank - El Monte Ca

Associate Customer Success Representative Everyday Banking Large Deposit Customer.

July 2018 - May 2023

When the El Monte call center opened our large deposit customer department I was hand

chosen by upper management to one of the first call representatives.

● Support customers and resolve moderate to complex inquiries or issues regarding financial

products and services via phone

● Perform routine tasks such as answering inquiries, resolving problems, and providing a best-in-

class customer experience while adhering to work guidelines, policies, and regulations.

● Regularly receive direction from management, escalate questions and refer more difficult issues

to Sr. Customer Success Representatives

● Express empathy when helping our customers as you correct their issues

● Comfortable assisting our customers on the phone for long stretches of time in a fast-paced

environment where there is a high volume of calls

● Navigate multiple computer systems as you research customer needs and offer solutions, all

while communicating effectively and accurately when delivering information.

● Ability to provide strong customer service while listening, eliciting information efficiently,

comprehending, and resolving complex customer issues

● Ability to interact with integrity and a high level of professionalism with all levels of customers,

team members, and management

● Basic Microsoft Office Skills

● Ability to navigate multiple computer systems, applications, and utilize search tools to find

information

● Experience delivering results in a fast-paced, deadline driven environment

● Excellent verbal, written, and interpersonal communication skills

● Good attention to detail and accuracy skills

● Ability to quickly learn business operations and processes

Provident Bank - Riverside, CA

Lead Teller

April 2016 to July 2018

● Open and close branch

● Review and approve reports

● Schedule employee coverage

● Deliver prompt, accurate and excellent customer service.

● Establish new business and consumer accounts with a cross sale ration of 4 products per customer.

● Research and resolve customer issues on personal and business savings, checking and lines of credit

accounts.

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

Adhere to all federal and state compliance guidelines.

● Train employees on cash drawer operations.

Banking Relationship Specialist

Workway Temp Agency

November 2015 to April 2016

Assigned to Pacific Mercantile Bank

• Deliver prompt, accurate and excellent customer service.

• Cross sale banking products to new and existing customers.

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

credit accounts.

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

• Send out international and domestic wires.

• Adhere to all federal and state compliance rules and regulations.

Farmers & Merchants Bank - Orange, CA

Senior Teller 2/New Accounts Representative & Lending Specialist

April 1997 to October 2014

• Deliver prompt, accurate and excellent customer service.

• Establish new business and consumer accounts with a cross sale ration of 4 products per customer

• Research and resolve customers issues on personal savings, checking and lines of credit accounts.

• Traine employees on cash drawer operations.

• Balance daily cash deposits and bank vault inventory with a zero error rate

• Received regional branch recognition award for outstanding customer service.

• Adhered to all federal and state compliance guidelines relative to commercial and consumer lending.

• Perform daily maintenance of the loan application database.

• Create financial analysis reports of commercial real estate, borrowers financial statements, lease

reviews and market research.

• Execute the loan origination process, including ordering credit reports, appraisals and preliminary title

reports.

• Research insurance information and flood certificates

Contact this candidate