Customer Service Services Representative

Lyle Cannon-Kleinman-Dyson

**** * ***** ********* ****

Unit 902

Grand Prairie, TX 75052

Phone: 661-***-****

Email: *******@*****.***

Client Relationship Associate (FINANCIAL SERVICES CONTRACTOR) Fidelity Investments - Westlake, TX October 2022 to Present

• Customer Relationship Advocates (CRA) essential in interacts with clients via incoming calls

• Answers questions about client account balances and transactions

• Guiding clients to the appropriate online financial resources

• Empowering clients to feel more confident and make clearer financial decisions

• Educates clients on options to improve their financial security and achieve their financial dreams

Senior Client Operations Consultant (FINANCIAL SERVICES CONTRACTOR) Bank of America - Dallas, TX May 2021 to September 2022

• Internal Customer Service Reports Research and Development Team Lead Customer Allegations Research

• Team management and resource allocation amongst client operations team

• Case Processing

• Account Opening and Servicing

• Corporate Client Account & Portfolio Management

• Banking Compliance Specialization and Research Financial Incident Reports Writing & Processing SVP, ECMP, EAP systems knowledge and navigation

• Microsoft Office Excel

Financial Relationship Consultant (FINANCIAL SERVICES CONTRACTOR) Region's Bank - Atlanta, GA February 2021 to May 2021

• Account Servicing

• Management of Financial Relationship Representatives

• Consulting regarding financial products Account Openings and Closings

• Brokerage account experience

• Mortgage and NMLS certifications

• Loan and Underwriting experience and referrals NMLS certification Senior Financial Analyst (FINANCIAL SERVICES CONTRACTOR) Texas Capital Bank - Richardson, TX October 2020 to January 2021

• Team Management and Leadership of junior Analysts

• External Sales Team Management

• Internal Allegation Case Management

• Customer Service Team Management

• Production Reports

• Call monitoring and Productivity management

• Salesforce

• SVP

• ECMP

• Microsoft Office Excel

• SAP

Financial Analyst (FINANCIAL SERVICES CONTRACTOR)

Barksdale Federal Credit Union - Shreveport, LA February 2020 to October 2020

• Assist Site Manager in center KPI goals and KYC information intake

• Financial Services Representative team lead

• Back Office Operations Specialization

• Account opening and Servicing

• Online Banking Coding and Programming

• Sales Team Management

• Product sales reports

• Allegation and internal reports processing

• Microsoft Office Excel

• Hyperion Planning software

Assistant Branch Manager (Branch Closure due to COVID-19) Capital One - Marshall, TX April 2019 to January 2020

• Quarter Reports

• Customer Demographics Reporting

• Financial Products reports

• Sales goal initiation

• Team building

• Multi-Branch Training and Onboarding

• Banking Compliance certifications

• Medallion Stamp Certifications

• Vault procedures

• Remote Audits

Personal Banker II

FCB - First Convenience Bank - Kilgore, TX August 2016 to January 2019

• Mortgage Loan Underwriting

• Auto Loan processing and referrals Whole Life & Term life insurance referrals

• Account opening and closing

• Account Servicing

• Online Banking Specialization

• Team Meetings Coordinator

Transition Specialist

Barnes Wealth Management - Bakersfield, CA May 2013 to August 2016

• LPL Financial system programming

• Brokerage account servicing

• Internal Client Portfolio Management

• Client meeting scheduling

• Client Payout processing via Wire Transaction & Direct Deposit Education

B.A in Accounting

Wiley College - Marshall, TX

August 2013 to May 2019

Skills

Sie/ Series 7/ series 63 licenses pending active February 25th, 2023

• Microsoft (7 years)

• Money Handling (9 years)

• Filing (9 years)

• Customer Service (10+ years)

• Outgoing (10+ years)

• Promotional (5 years)

• Microsoft Excel (5 years)

• Accounting (5 years)

• Microsoft Office (10+ years)

• CRM Software (7 years)

• Business Development (3 years)

• Account Management (6 years)

• Sales Management (5 years)

• Cold Calling (3 years)

• Marketing (7 years)

• Relationship Management (5 years)

• Outside Sales (7 years)

• Recruiting (5 years)

• Retail sales (9 years)

• Microsoft Word (10+ years)

• Microsoft Powerpoint (10+ years)

• Customer Relationship Management (7 years) • B2B Sales (3 years)

• Product Development (7 years)

• Project Management (5 years)

• Public Relations (5 years)

• Negotiation (5 years)

• Salesforce (7 years)

• Banking (8 years)

• Business Analysis (3 years)

• Financial Analysis (5 years)

• Financial Report Writing (7 years)

• Financial Services (8 years)

• Strategic Planning (5 years)

• Portfolio Management (3 years) • Forecasting (3 years)

• Underwriting (5 years)

• Management (7 years)

• Budgeting (5 years)

• Research (3 years)

Contact this candidate