Specialist Customer Service

I am a result oriented professional in the field of administration and customer service with several years in banking who seeks to represent a company that is committed to its’ community, clients, and employees.

Education:

Johnson & Wales University; 2000-2002 Business Marketing

Professional Experience:

04/2022 - Present: M&T Bank Mortgage Specialist Customer Service Representative

●Assisting customers with their mortgage payments

●Helping customers with Escrow and Principal questions

●Speaking to customers about refinancing

Professional Experience:

03/2021 - Present : M&T Bank Universal Banker Float

●Traveling to different branch locations to assist with operations.

●Vault and ATM custodian overseeing operations

●Opening and closing accounts, CD’S

●Making sure customers come first

●Handling HELOC’S, personal, business lines of credit.

●Engaging in Community Service to help non profit businesses in my community

●Giving educational speeches on Financial Literacy, educating people about the history of M&T Bank.

Professional Experience

10/2019 - 03/2021: Peoples United Bank Banker: Managing client bank accounts, which includes.

● Opening Accounts, Closing Accounts

● Overseeing Transactions

● Handling other transactions,such as writing cashier checks or money orders when necessary

Professional Experience

02/2015 - 10/219 TD Bank CSR Supervisor: Meet with customers and prospects and develops understanding of other financial objectives and needs - including assessing customer information and suggesting appropriate product and service solutions.

●Maintain strong product and sales knowledge and champions core service values.

●Provide sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer’s financial needs are met.

●Meet, exceed, and maintain progress toward individual sales goals. (Available upon request)

●Provide exceptional Customer service by meeting all Customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel.

●Resolve problems independently and escalating more difficult issues to supervisors.

●Perform a broad range of tasks of varying complexity and scope.

●Cross-sell products to provide multi-services for Customers and make referrals to partners.

02/2015 - 05/2015 TD Bank; Teller 1 Worked face-to-face with bank customers, processing transactions such as withdrawals, deposits, check cashing and currency exchange while providing excellent customer service.

●Processed all routine customer transactions.

●Referred customers to bank services and informed them of new products.

●Treated all customers and team members with courtesy and respect.

●Corrected client account discrepancies and made adjustments as needed.

●Balanced cash drawers and answered customer questions.

●Processed loan payments safety deposit box payments deposits and withdrawals for customers.

●Worked efficiently to minimize customer wait times.

●Greeted customers upon entry to the bank.

12/2013 - 09/2015 The Comfort Inn; Guest Service Agent Responsible for overseeing the customer journey, providing top level hospitality while managing the behind the scenes workflow.

●Organized, confirmed and conducted guest check-ins/check-outs assuring front desk was manned and maintained at all times

●Trained and helped develop new hires

●Liaison with housekeeping for on check outs, sleep outs and vacancies

●Provided information to guests about hotel services and offers

●Respond and take action on guest complaints and problems

●Secured payments and verify billing procedures

●Received and acknowledge reservations and cancellations

01/2013 - 8/2013 Transfer Agent; Computer Share Effectively managed shareholders stocks.

●Successfully oversee both the acquisition and liquidation of shares for employee stock and common stock.

●Transferring shares to brokers

●Assists the correspondence department by helping to send off confidential documents at the shareholders request

Skillset Areas and Qualifications

Communication

Accountable

Responsible

Customer Service

Bookkeeping

Word Processing

Motivated

Collaborative

Integrous

Soft skills

Awards Received

2016 WOW! Award; TD Bank

References

Rodolfo (Ruddy) Garcia; M&T Bank Manager Phone 718-***-****

Natalie Juszczak Sands; TD Bank Manager Phone 339-***-****

Katerine Palacios; TD Bank Supervisor Phone 646-***-****

Contact this candidate