Client Services Customer Service
Resume:
LaShondra Graham
Charlotte, NC 28269
**.*.****@*******.***
Work Experience
Wells Fargo Bank – November 1996 – September 2023
Wells Fargo- Treasury Management Client Services –RSO Research Service Officer (2009-2023)
Provide proactive issue identification and permanent issue resolution on service inquires. Prepare service reviews for presentation to clients, recommending opportunities to improve, based on service history. Develop relationships with internal partners to understand their role in providing Wells Fargo’s products and services. Offer alternative solutions when needed. Wells Fargo- Treasury Management Client Services -CSO Senior Client Service Officer (2001-2009)
Provide comprehensive customer service support for Domestic, Treasury, and Depository Corporate Investment Banking to highly profitable Commercial Clients, and internal Bank personnel. Serve as the primary contact and central information source for our clients. Make decisions on customer compensation in sensitive recovery situations while balancing the best interests of the bank.
Organize and facilitate conference calls and/or meetings with customer and other support partners. Resolve problems, and obtain feedback on service level. Trained new team in Winston Salem, during First Union/Wachovia merger. Received several recognition awards for 100% customer satisfaction, and teamwork.
Loan Review Specialist – (1999-2001)
Business Credit Card – (1996 – 1999)
15+ Years
Childcare experience
Reading and Math Tutoring (Early Childhood)
Adult Care experience / Home Healthcare / Companion Education
Brookstone Business College Courses in Business Accounting CPCC courses in Business
Skills and other experience
*10+ years customer service, Banking procedures, Microsoft office products, Projects and Training. Traveled during two mergers, to assist in merger transitions. References
Alaxandria Houston – 980-***-****
Reading and comprehension tutoring for her son
LaDonna Ware – 980-***-****
Worked with part-time / afterschool program.
Happy Tymes Childcare
Mia Glover – 704-***-****
Professional co-worker / Character Reference
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