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Service Representative Client

Location:
Las Vegas, NV
Posted:
July 12, 2024

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Resume:

Cindy D. Wallace

Phone: 650-***-****

Home: ** ********* *** ***** *** Vegas, NV 89084

Email: *************@*****.***

Executive Summary

Enthusiastic team player with 20+ years of customer and retail banking experience that has made it a point to get to know clients and establish a rapport with long lasting relationships.

Retail Banking Top Performer Recipient for Client Service Representative and continuously ranked amongst the highest BCR rate amongst peers.

Customer focused that led to uncovering numerous opportunities to drive and generate revenue.

Very knowledgeable of bank procedures, policies, products and services. Skills Summary

Proven track record of generating and building relationships

Professional, punctual, energetic, presentable and hardworking

Proficient in the use of Interact, Merlin Teller, Microsoft Office including Outlook

Ability to work independently

Adept at matching client needs to products and services

Detailed oriented

Organizational skills and quality focused

Employment History

Bank of America, Redwood Shores, CA

Client Service Representative, June 2017 - February 2019

Work closely with clients to provide personalized, outstanding customer service to meet their financial needs.

Ensure clear and concise communications to better match clients with potential products and services.

Follow bank policies and procedures to accurately and securely process transactions.

Explore products and services with clients to drive and generate revenue.

Manage client escalations and assist with problem resolution. Bank of America, Belmont, CA

Client Service Representative, August, 2008 - March 2018

Work closely with clients to provide personalized, outstanding customer service to meet their financial needs.

Ensure clear and concise communications to better match clients with potential products and services.

Follow bank policies and procedures to accurately and securely process transactions.

Explore products and services with clients to drive and generate revenue. Manage client escalations and assist with problem resolution. United Airlines

Maintenance Planning Analyst, San Francisco International Airport, CA, August 1994 - June 2006

Monitored and maintained maintenance compliance of assigned aircraft in accordance with FAA and UA regulations and policies.

Analyzed planning data to define people and material resources needed to meet production requirements.

Planned, scheduled and documented maintenance activities.

Managed to resolution Production Dept. escalation issues regarding maintenance packages. Awards and Acknowledgements

Retail Banking Top Performer Award for Client Service Representative and continuously was amongst the highest BCR rate amongst peers

Education

High School Diploma

El Cerrito High School, El Cerrito, CA

References

1. Victoria Molinelli

United Airlines Maintenance Planning Secretary, San Francisco International Airport, CA

650-***-****

2. Tony Yamini

Financial Center Manager, Bank of America, AP Giamini Financial Center, San Mateo, CA

650-***-****

****.******@*************.***

3. Darlene Jones

916 Pine Vista Ct, North Las Vegas 89084

360-***-****

4. Carol Healey

6501 Mimosa valley St.

Las Vegas Nevada 89131

702-***-****



Contact this candidate