Customer Service Financial Analyst
Resume:
Carl CombEst
**** ******** **** ********, ******* 35228
*********@*****.*** 205-***-****
SUMMARY
Knowledgeable and Skilled Retail Banker with 22 Years of experience providing excellent service to clients.
I believe with my strong professional experience, I would become an asset to your organization because of my experience in production, customer service, marketing, and client relations.
EXPERIENCE
Alabama Power Company Birmingham, AL
Customer Service 07/2023-Current
Customer Service bill payments and billing inquiries
Woodforest National Bank Hueytown, AL
Retail Banker III 08/2017-01/2023
The last 4 years I have held this position as the top performing marketer
Opening and closing of the branch
Opening and closing bank accounts
Teaching bank literacy courses that include excellent customer service skills
Regions Bank Birmingham, AL
CMI Analyst 08/2012 - 08/2017
Execute financial transactions according to banking policies and procedures
Create customer accounts in banking systems
Effectively maintain proper record updates for customer accounts
Securely manage confidentiality of customers’ information
Foster rapport through developing and maintaining relationships with client base
Responding to customer inquiries
Research and resolve service related issues
Regions Bank Birmingham, AL
TTL Manager 08/2000 – 08/2012
Managing Supervisors of Treasury, Transaction, and Loans Departments
Responsible for selecting and training associates
Responsible for balancing treasury and loan accounts
Prepared account statements for mail, submitted payments to banking systems, and imaged documents associated with payments
Developed new clients and marketed new products
Mason Corporation Birmingham, AL
Linesman 08/1998 – 08/2000
Production linesman responsible for packaging and shipping aluminum sliding products
Supervised and trained new employees
Processed new and exiting work orders
Packaged orders and transported to assigned destination by forklift
Assured assembly line operated in a timely manner and within industry standard
Perspective Marketing Incorporated Birmingham, AL
Order Manager 08/1996 – 08/1998
Coordinated all production responsibilities including : packing, loading, and shipping for all products
Maintained route distribution throughout the entire United States
Developed and maintained accurate logs, invoices, and sales transactions pertaining to order request
Recruited and trained staff
Southern Ductile Casting Corporation Birmingham, AL
Grindsman 08/1994 -08/1996
Performed casting production by grinding iron, pouring lead, and molding lead pipes for distribution across the United States
Processed orders for companies through data entry into computer systems
Fulfilled packing and shipping orders
Operated forklift to move and load products
EDUCATION
Holy Family High School Birmingham, Alabama 1986
DeVry United Decatur, Georgia
●BSA/AML Certification
●Computer Training Certification
●Forklift Driver Certification
SKILLS
BSA/AML Training and Certification
OFAC Training and Certification
Computer Training Certification
Forklift Driver Certification
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