Service Representative Financial

Marquetia Conley

Financial Service Representative

Dedicated Financial Service Representative with experience in financial institutions such as Charles Schwab and Comerica Bank. Demonstrated expertise in providing exceptional customer service, efficiently processing transactions, and cultivating strong client relationships. Achieved a high level of customer satisfaction and retention through attentive service and clear communication. Ready to leverage strong analytical skills and financial knowledge to enhance customer experience and contribute effectively to team objectives.

Work Experience

Financial Service Representative, Charles Schwab/TD Ameritrade Southlake TX, Oct 2022 – Mar 2023

Executed exemplary customer care as a Phase 1 call attendant, ensuring clarity and efficiency in communication. Cultivated excellent rapport with clients, colleagues, and leadership to foster a collaborative environment. Delivered white glove level service consistently, exceeding customer expectations Service Desk Analyst, Wipro

Dallas TX Jun 2021 – Sep 2022

Facilitated effective communication with co-workers both locally and internationally, enhancing teamwork and project outcomes. Collaborated with customers to identify and resolve issues, driving customer satisfaction. Maintained professional documentation for ticketing and management of customer incidents, ensuring seamless operations

Software Support, Mindtree Limited

Dallas TX Jun 2019 – Nov 2019

Engaged with co-workers across various regions during training and task assignments, promoting knowledge sharing and collaboration. Migrated emails into Microsoft Office, enhancing efficiency in communication workflows. Handled sensitive information professionally, adhering to international and national standards to ensure data integrity. Operated Microsoft PowerStation, PowerShell, and Exchange during data transfer processes, optimizing operational efficiency Information System General (Contract Position), State Farm Dallas TX May 2017 – Jun 2018

Performed advanced technical computer skills for individual third-party entities on a temporary basis, ensuring service adaptability. Recorded and retrieved vital information related to operation times and technical disruptions, supporting efficient data management. Executed commands using the computer terminal to activate and update system analyses, enhancing system operability. Ensured compliance with company criteria for accuracy and performance sustainability in all operations. Provided Help Desk assistance, guiding employees through information technology standards for compliance and efficiency. Managed inbound and outbound calls to assist with password resets, device configurations, and remote assistance requests

Financial Teller, Comerica Bank Dallas TX Nov 2016 – Apr 2017 Handled financial transactions with precision in direct customer interactions, ensuring trust and satisfaction Completed a variety of financial transactions, including cashier's checks, cash advances, deposits, and withdrawals, enhancing customer service. Managed sensitive information with accuracy and efficiency, 2

adhering to confidentiality standards. Promoted sales of various products and services, contributing to the bank's revenue goals. Balanced daily ledgers and processed confidential finance records diligently to ensure accuracy in transactions

Sailor, United States Navy San Diego CA Feb 2011 – Feb 2015 Gathered and evaluated information using radar, sonar, and sensitive radio equipment to enhance operational effectiveness. Protected the United States while standing watch in both foreign and domestic waters, ensuring national security. Assessed radar operations for safety training and logistics in various maritime environments. Provided comprehensive reports and data maps for the chain of command to facilitate informed decision-making. Served as Damage Control Petty Officer, conducting preventative maintenance on Navy damage control equipment to ensure readiness. Utilized SKED software to retrieve corrective tools and perform maintenance in accordance with Navy specifications. Operated multiple computer-based analog radars for tracking and detecting surface opposition, both domestic and foreign Education

Southern Methodist University Feb 2021 – May 2021 Dallas TX Graduate Certificate, Business Analytics Certification MyComputerCareer Nov 2016 – Sep 2017 Dallas TX

Certificate, Information Technology/System Administrator East Texas A&M University Commerce TX

Bachelor of Arts, English and Interdisciplinary Studies Prairie View A&M University

MBA in Finance Class of 2027

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