Customer Service Branch Manager
Resume:
Ragan Rodriguez
***** ******* **, ******* *******
**********@*****.***
Experience
July 2020- Present Regions Bank (Remote) Fishers, IN
Priority Banker Call Center
Inbound call customer service
Bill payments, loans, open accounts
Set daily goals, remote goals hourly
Set financial goals seeds to clients
Perform technical support for online banking reset.
June 2018- July 2020 Key Bank Fishers, IN
Financial Wellness Consultant
Identifies and resolves complex client service opportunities
Participates in and occasionally facilitates daily branch huddles
Participates in special projects, campaigns and assignments as requested
Assists with coaching and training other branch professionals as needed
February 2017- February 2018 Teachers Credit Union Indianapolis, IN
Relationship Manager
Provide a wide range of client support, ensure account renewals, up-sell services, and support.
Developing excellent relationships with customers and team members is vital.
Primary Responsibilities and Duties Classify, rate, and prepare comparisons for coverage and price of insurance products to offer appropriate insurance at the best value for the benefit of the customer
Prepare renewal submissions, review prices, invoicing policies and requested changes
Answer customer questions about billing, coverage, and Cross-sell products.
February 2015- July2016 First Guarantee Bank Hammond, LA
Operation Branch Manager
Responsible for auditing Resource Associate’s drawers and vault cash monthly, then sending the completed audit sheets to the Branch Operation Administrator monthly and quarterly to the Audit Department
Responsible for all cash in the branch. The Branch Operations Manager is responsible for making sure all Resource Associate’s drawers, vaults, and ATMs do not exceed their set limits
Making sure the ATMs have an adequate amount of cash and they are functioning with little to no problem.
Complete monthly over/short spreadsheet and send to the Finance Dept
February 2014- October 2014 Wells Fargo Sanford, FL
N Personal Banker
Build relationships with team members and customers around the value of making decisions working together helping our customers with all their financial needs.
Providing all customers with customer needs assessments, uncovering financial priorities to advise financial budgets, suggestions, products, and services.
Put together a financial plan that is best for the customer needs.
November 2009 – March 2011 JP Morgan &Chase Jacksonville, FL
Relationship Manager
Reviews reports, processes, and loan level information to verify adherence to regulatory and investor requirements
Worked with default and imminent default account also identify trends and research to identify systemic issues and works with management team to develop recommendations
Reviewing and measuring effectiveness and quality within stated requirements
May 2007-October 2009 AT&T Jacksonville, FL
Operator/Sales
Inbound calls, customer service, multitask web screens
Verbatim scripting and freestyle sales rebuttals
Services billing disputes, technical issues
January 2004-April 2007 Bank of America Jacksonville, FL
Teller -Personal Banker
Engaged in high cliental account for finance advice for better investments
Follow up client calls inbound and outbound
Process loans such as Personal business loans, mortgages, refinancing and lines of credit
Cash checks, made deposits, referred customers to open accounts, cd, and credit cards.
100% of sales goals and referrals
August 2000-December 2003 Sears Logistics Services Olive Branch, MS
Team Leader (training dept)
Trained and evaluated new associates.
Performed multi-task duties with human resource for new hire and work with six-sigma programs with date for improvement change
Inbound and Outbound (loading and unloading)
Certified material handler (razorback clamps forklift picker)
QA quality control experience
Education: ITT Tech Institute Memphis, TN
Associates
Auto Cad
Training in excel, Abode illustrated, Rapid skills as well as Microsoft Word
Qualifications:
Professional communication skill (verbal and written)
Advanced Microsoft Excel skills
Professional with clients maintains good recommendations
Ability to manage multiple projects and meet critical deadlines
Strong core skills including strategic thinking, problem solving and analytical proficiency
References: Brandon Fridty / Wells Fargo Branch Manager/ 407-***-****
Tom Lemon / BB&T Loan Officer/ 904-***-****
Brenda M. / Mary Kay Consultant / 904-***-****
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