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Customer Service Business Development

Location:
Pittsburgh, PA, 15289
Salary:
optional
Posted:
February 23, 2024

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Resume:

Ann Marie Boylan

*** ******* **.

Glenshaw PA ***16

412-***-****.

SUMMARY OF QUALIFICATIONS:

• Thirty-two years of banking experience

• Familiar with PNC loan systems including ACBS, CFI, Genesis, Capital Stream, Siebel-IRA’s and Trust accounts, Edge, One Note, OnBase, Excel, as well as Microsoft Office programs. Also worked on opening deposit accounts, IRA transfers and rollovers.

• Consistently provide excellent customer service

EXPERIENCE:

PNC Bank, Pittsburgh, PA

Client Service Associate 2021-2024 PNC Private Banking

Acquires, expands, and maintains client relationships through business development and client networking.

Effective Communications – Understanding of effective communication concepts, tools, and techniques.

Processing Domestic and International Wires, along with all Deposit products including, checking, Money

Markets, Certificates of Deposits, and IRA’s.

Work closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations.

PNC Bank, Pittsburgh, PA

Loan Support Analyst Senior 2013-present

• Maintain loan portfolios for Wealth Management clients

• Review loan documents for accuracy

• Set-up and maintain collateral records

• Work with service partners to monitor and resolve past due loan maturities and payments

• Process customer requests while adhering to authentication procedures in order to mitigate risk

• Knowledge of and ability to prevent or report money laundering.

Senior Commercial Loan Specialist 2010-2013

• Modified, monitored, analyzed and processed new loans, modifications, extensions and renewals in the Commercial Lending system

• Worked with lenders to obtain additional information as needed

• Verified accuracy of information on Commercial Lending System with the terms of loan documents

• Adhered to Bank’s risk appetite while performing daily processes

Business Banking Tier II Representative 2008-2010

• Serviced and resolved incoming calls that were escalated from the Business Banking Call Center

• Processed business banking loan transactions

• Authenticated customers according to Bank procedures in order to minimize risk

• Identified cross-selling opportunities and presented them to customers

Reconcilement Specialist III 1996-2008

• Investigated error and potential fraud on customer accounts and made corrections as needed

• Balanced all general ledger accounts maintained by the Adjustment Department daily

• Assisted in the balancing of the TWS system and ATM accounts

• Researched general ledger outages and coordinated with branch employees to resolve the outages

• Achieved perfect audit score for 3 consecutive years



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