SUMMARY PROFILE

A friendly, courteous, and articulate customer service professional. Highly effective in promoting a positive, productive work environment. Committed to excellence. An effective trouble-shooter who can be counted on to get the job done.

SKILLS

Proficient in Microsoft Office- Word, Excel, Outlook

Attention to Detail

Time Management

Data Entry

Organization

Cash management

Problem Solving

Strong Typing Skills – 35WPM

WORK EXPERIENCE

Canon Recruiting Group Santa Clarita, CA

Bank of America Chicago, IL

Operation Specialist Level III July2019-Sep 2020

First point of contact for inquiries received from high revenue clients via email channel.

Responsible for reading, analyzing and determining appropriate handling of requests.

Manage dedicated email inbox, prioritize, client requests, case and resolve eligible items.

Requests consist of treasury, cash management and/or depository products, including implementation of treasury services.

Works with internal business partners to provide resolution to client inquiries and issues.

Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients’ requests.”

Metropolitan Capital Bank Chicago, IL

Client Relationship Coordinator June 2018 – January 2019

Assisted Private Capital Managers with opening Personal, Business, CD’s and Trust Accounts

Created Customer Identification Profiles (CIPs)

Processed signature cards, resolutions, and online banking

Responsible for account changes in the core system and basic account maintenance.

Fiserv Chicago, IL

Processor June 2015 – March 2017

Responsible for processing payments for lockbox accounts

Accurately input payment amounts into PC software application

Utilized 8-point check inspection for logging checks into the system

Met or exceeded established department standards for productivity and quality

Bridgeview Bank Chicago, IL

Bank Associate/ Safe Deposit Box Attendant September 2007 – September 2014

Processed deposits, verified amounts and cashed checks, balanced drawer, and ATM

Updated account services

Resolved lost key issues

Maintained records of safe deposit boxes and accounts

EDUCATION/TRAINING

Employment and Employment Services Inc. 06/2019

Transitional Jobs Program: Certificate of Completion Chicago, IL

Job Readiness

St. Augustine College Chicago, IL

Earned: Associate of General Studies

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