Client-Focused Financial Services Professional
Resume:
*********@*****.***
Cincinnati, OH 45244
Skills
● Ethical Standards
● Relationship Building and
Management
● Ability to Adapt Quickly to
Change
● Ability to Work in a Fast Paced
Environment
● Customer Care
● Organization Skills
Education And Training
12/2002
Business Management
University of Cincinnati
Cincinnati, OH
05/2001
High School Diploma:
Anderson High School
Cincinnati, OH
Vicki Collins
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Experience
World Pay - Merchant Services
Cincinnati, OH
07/2024- Current
● Assisted merchants with updating their banking information with security and confidentiality being of the utmost importance.
● Assisted with any disputed transactions that merchants needed assistance with refuting.
U.S. Bank - Wealth Management Banking Services
Cincinnati, OH
01/2005 - 02/2024
● Collaborated with service lines to define wealth targets and goals for clients.
● Collaborated closely with colleagues in order to identify solutions for complex issues related to wealth management.
● Assisted high profile customers with any account maintenance and questions they may have.
● Reviewed new legislation or regulations that may impact client's portfolios or strategies.
● Ensured compliance with all applicable regulatory requirements.
● Processing wire transfers ensuring regulatory requirements were met. Lowe's - Head Cashier
Cincinnati, OH
01/2001 - 01/2005
● Handled returns, exchanges, and refunds in accordance with company policy while maintaining a high level of customer satisfaction.
● Assisted customers at checkout by providing excellent customer service and resolving any issues that arose.
● Trained new team members in cash register operation.
● Scheduled and supervised cashiers during shifts, ensuring proper coverage of registers.
● Performed opening and closing duties.
● Helped customers find specific products, answered questions, and offered product advice.
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