Banking Operations Customer Support

PROFESSIONAL SUMMARY

Banking Operations Professional with a specialization in providing high quality customer experiences and quality assurance. Eager to elevate my knowledge and skills in the financial industry with a company focused on improving the financial future of its customers. Seeking opportunities to leverage my banking, relationship/client management, and leadership skills to help propel the mission and vision of the right company.

CARLESHIA HARRIS

BANKING OPERATIONS SPECIALIST

901-***-**** *************@*****.*** Plano, TX

PROFESSIONAL EXPERIENCE

CORE COMPENTENCIES

Banking Operations

Policy & Procedure Management

Analytical Skills & Problem Solving

Money Movement

Customer Support

Call Routing

Microsoft Excel

Dynamic 365

Avaya

Compliance

Genesys

IS View

Internal UI

Workday

Onbase

1

Provide high quality service to clients by answering inbound product and service questions Managing bank operations by handling account openings, money movement such as wire, Zelle, CD maturity, account maintenance, and web support

Maintain bank operations by following established policies procedures and reporting changes while complying with federal, state, and local banking regulations Train new staff on the proper execution of company compliance, processes, and initiatives Assiting with complaints project using Onbase system Client Solution Analyst/Complaints Project

EVERBANK

2022-Present

Managed self-directed projects within SLA (service-level agreements) in three territories and ensured expectations were excelled by the designated deadlines Operated as a point-of-contact, liaison, and customer support for stakeholders Ensured assigned case work was completed within SLA deadlines SSG (Standard Services Group) Team Member

ARO (Administrative Resource Operations)

2021-2022

CARLESHIA HARRIS

BANKING OPERATIONS SPECIALIST

901-***-**** *************@*****.*** Plano, TX

PROFESSIONAL EXPERIENCE

EDUCATION

Navarro College

Corsicana, TX

2002-2004

2

Led clients in behavioral intervention techniques that improved their life skills and quality of life Recorded client progress and recommendations while also managing their confidential files according to HIPPA regulations

Minimized negative habits while monitoring progress and helping improve patient lives by creating specialized individual life plans to address their needs Behavioral Therapist

Centria Autism Healthcare

2019-2020

Supervised and managed a classroom of students with special needs to ensure a quality learning experience

Designed differentiated curriculum to address the unique needs of each individual student Partnered with co-teachers, parents, and leadership to enhance the student learning experience Assistant Teacher

Madonna Learning Center

2017-2019

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