Phone Banker Customer Service

Jeanette Pratts

*** ******* **** ***** *** #*** Altamonte Springs, FL 32714

Phone: 484-***-**** E-mail:**************@*****.*** OBJECTIVE

To obtain a position where my experience, loyalty, and dependability will be an asset to my employer.

EMPLOYMENT

Iberia Bank/First Horizon, Orlando, FL

2018-2019

Phone Banker Customer Service

Answer 80-100 customer service calls per shift, assist customers with various banking accounts, provide quick and knowledgeable service to ensure maximum satisfaction.

Wells Fargo, Bethlehem, PA

2010-2017

Phone Banker -Trainer Bilingual (Spanish)

Fill in for Team Leads, support call center floor, present new products to peers and managers, act as Team Lead to ensure metrics are met individually and as a team, participate in banker improvement for other teams including the Spanish division of the company, and was continually the top performing Spanish team in the country.

Phone Banker II (Spanish)

Answer 80-100 customer service calls per shift, assist customers with various banking accounts, provide quick and knowledgeable service to ensure maximum satisfaction, exceed metrics set by the company, and achieve top performer status within the team over several months. Promoted to Phone Banker trainer in March 2017.

Consumer and Premier Sales Banker

Recommend products and services that will help to enhance relationships with the bank, open customer accounts, and take credit applications for customers. Wachovia Bank, Bethlehem, PA

2006-2010

Phone Banker I and II

Cross-sell banking services and products to clientele, participate in community events to position the bank as a leader with the territory, and develop tactics to increase assets and profitability across the entire east coast.

Teller

Create personal client relationships with customers in the area, assist customers with all of their banking needs or direct them to the appropriate department of the bank, responsible for my register’s float at the end of the day, and to ensure I was following banking regulations to provide better service.

Chase Manhattan Bank, Bronx, NY

2000-2006

Client Associate

Profile management position, accountable for soliciting personal accounts, proficient in and developing alliances with the bank’s clientele, and adapting to computer transaction processing.

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