Customer Service Representative

STEPHANIE ALSTON

**** ***** ****** **** *** *** ~ Charlotte, NC 28212 ~ 704-***-****

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

TREASURY MANAGEMENT – OPERATIONS – FINANCE PROFESSIONAL PROFESSIONAL SUMMARY

Passionate and efficient analytical professional with over 13-year of dedicated experience in examining account reconciliation, treasury management, finance and business evaluations in order to streamline effective work operations. Performance driven with proven analytical capabilities to achieve cost reductions, vendor growth and customer satisfaction. Strategic adaptability to perform successfully in multiple lines of business. Desiring to employ my knowledge and commitment to yield superior performance in order to gain career growth, development and advancement within your company.

CAREER HIGHLIGHTS

Accountability Disciplines, Achieves Goals Leadership Professional Liaison; Coach and Mentor

Attention to Detail Keen Eye for Detail; Analytical Manages Performance Monitors Employee Goals

Communications Communicates Structured Vision Organization Observes Strict Processes; Coordination

Conflict Resolution Complex Problem Resolution Relationship Building Rallies the Mission; Active Listener

Delegation Forethought, Strategy, Critical Thinker Self-Starter Possesses Initiative

Engagement Fosters Commitment, Compliant Time Management Accomplishes Goals; Agility PROFESSIONAL HISTORY

02/14 – PRESENT Treasury Client Service Officer Wells Fargo Bank, NA Charlotte, NC

Focused on creating operational efficiencies, cost and time savings by conveying treasury solutions

Initiates and identifies cross-sell opportunities, recommends referrals to meet interdepartmental goals

Liaison between client and bank operations, relationship managers, sale consultants and vendor to ensure customer satisfaction

Maintains internal and external relationships, educates customers on products and services to ensure the optimal deliver of their needs

Address escalated issues with the ability to mediate and make appropriated decisions

Manages and optimizes customers’ cash flow; mitigates operational, financial, and reputational risk

Manages receivables, payments and account information; leverages the business using a consultative approach

Supports a wide range of products and services to help small business, middle market and corporate customers

Accustomed to the development of best practices to provide service efficiencies

Recorded and managed customer complaints in account with Wells Fargo complaints procedure 07/2012 – 02/2014 Security Operation Service Specialist III Wells Fargo Bank, NA Charlotte, NC

Analyzed and monitored sensitive, complex documentation to impact and mitigate risk for Wells Fargo clients

Balanced projected income and principal payment against, Depository Trust Clearing Corporation (DTCC) and other payment sources

Calculated dividends amounts by using data specific factors and rates obtained from various data sources

Differentiated, processed and reconciled transactions; resolved customer complaints

Performed a variety of operational tasks for complex securities or cash transactions that required unit knowledge

Provided operational processing and service support to both internal and external clients

Researched inquires; responded to electronic inquiries per telecommunications regarding dividends and interest 09/2010 – 07/2012 Trust Operations Specialist Wells Fargo Bank, NA Charlotte, NC

Coached, mentored and acted as first-point-of-contact for new hires; exceeded production standards

Liaison with Senior Trust Officers and Portfolio Managers with regards to purchases and sales of assets

Performed research activities for information concerning stock spinoffs, merges, and cost basis information

Processes trust accounting transactions, income collections, capital changes, maturities, adjustments, etc. 08/2008 – 09/2010 Business Service Representative Wachovia Bank, NA Charlotte, NC

Cultivated a strong understanding of customer dynamics, market dynamics and employer policies and procedures

Exhibited consultative sales-related approaches with utilizing strong communication skills

Facilitated processor improvement opportunities when maintaining records for calls, presentations, closed deals, etc.

Coached, influenced, developed, and managed 25+ team members included decision relative to performance reviews

Quality assurance subject matter expert

Utilize problem solving skills to resolve complex fraud claims, account services, and research in order to provide customer with resolution while complying with all federal and banking regulations Bank Secrecy Act (BSA)

Provided efficient, effective technical service and support for bank products and services; acquired new relationships

Recognized need-based sales opportunities for business products and services for current and prospective customers

EDUCATION

06/2006

Guilford College Greensboro, NC

Major: Computer Information Systems

Minor: Human Resource Management

REFERENCES

Made available upon request

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