Client Support Specialist

TERESA NEWELL

SENIOR CLIENT SUPPORT SPECIALIST

832-***-**** **********@*****.***

Experienced and strategic financial services professional with 20+ years of experience in client support, process optimization, and relationship management. Proven expertise in KYC processes, treasury management, and client onboarding, with a track record of streamlining operations, improving efficiency, and driving business growth. Adept at fostering strong client relationships, facilitating cross-functional collaboration, and mentoring teams to achieve operational excellence. Recognized for exceptional problem-solving skills, proactive initiative, and a commitment to delivering superior client experiences.Utilized Salesforce for tracking client contact, outreach and requests.

Expertise: An experienced client services professional who provides a variety of services to clients for all servicing needs: the main priority is to keep the customers’ business running as well as protecting the company itself Focused on providing excellent customer experience by ensuring customers that all issues or requests will be rectified in a timely manner. A passion to support the client both internally and externally. Continuously receive positive feedback from partners and team leaders. Recognized by managers and peers as a trusted peer who brings great value to team morale and team knowledge

CORE COMPETENCIES

• World class client experience

• Teamwork

• Training

• Patient

• Attention to detail

• Exceptional problem solver

• Communications

• Motivator

• Excellent organization skills

PROFESSIONAL EXPERIENCEClient Relationship Management, KYC Compliance, Treasury Management, Process Optimization, Data Analysis, Team Collaboration, Leadership, Problem Solving, Customer Service Excellence, Project Management, Communication, Training and Mentorship, Operational Efficiency, Cross-Functional Coordination, Strategic Planning, Process Improvement, Account Management, Time Management, Conflict Resolution

Recent Professional Experience

Capital One Bank November 2019 – April 2025

Client Support Specialist (November 2015 – January 2025)

●Developed a thorough understanding of KYC processes, significantly reducing RM workload and increasing operational efficiency.

●Owned treasury management products, enabling team problem-solving and client-centric solutions.

●Integrated process improvements, driving deposit account opening and ACH renewals.

●Volunteered for additional responsibilities, including managing team engagement initiatives.

●Key Accomplishments:

oStreamlined a 135,000-file migration to Google Drive, establishing review protocols and access management, completing a month early.

oOptimized client onboarding for a major bank, identifying process gaps and advocating for solutions that enhanced the client experience.

Small Business Development (November 2012 – October 2015)

●Proactively addressed client issues, improving satisfaction and strengthening long-term relationships.

●Facilitated training and shared expertise to upskill colleagues, ensuring knowledge transfer and operational continuity.

Additional Professional Experience

Capital One Bank December 1989 – January 2025

Market Manager (December 2006 – November 2012)

Retail Banking (December 1989 – December 2006)

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