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Client Experience & Digital Banking Specialist

Location:
New Haven, CT
Posted:
June 04, 2026

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Resume:

Rebecca Proxee

CONTACT

Phone:

+1-860-***-****

Email:

********@*****.***

Linkedin:

/in/rebecca-proxee

Address:

Connecticut USA

EDUCATION

BA in Arts

University of Connecticut Storrs

Graduated with Major in English

and Communication

SKILLS

● Client Relationship

Management (CRM)

● Digital Banking &

Financial Services

● Conflict Resolution &

Escalation Handling

● Account Management

● Regulatory Compliance

● Time Management

&Multitasking

● Microsoft Office Suite

SUMMARY

Client Experience Specialist with 5+ years of experience in banking and financial services, delivering high-quality customer support in fast-paced remote environments. Proven ability to resolve complex client issues, manage accounts, and exceed performance goals. Strong background in digital banking, compliance, and relationship management. Seeking to contribute expertise to a customer-focused organization.

EXPERIENCE

Client Experience Specialist

Tek Systems-CIBC US remote Jul 2025 – Present (Contract)

● Resolve client inquiries and service issues with a focus on efficiency and satisfaction.

● Support launch and adoption of a new digital banking platform.

● Manages client account data using CRM systems with high accuracy.

● Process wire transfers and CD closures in compliance with banking procedures.

Digital Banking Specialist

Liberty Bank-remote Mar 2024-Mar 2025

● Maintained strict compliance with banking regulations and internal policies.

● Educated clients on digital tools, improving adoption and user confidence.

● Assisted clients with full-service digital banking including Zelle, ACH, wires, bill pay, fraud and disputes. Delivered fast and accurate support in a high-volume remote environment. Rebecca Proxee

CONTACT

Phone:

+1-860-***-****

Email:

********@*****.***

Linkedin:

/in/rebecca-proxee

Address:

Connecticut USA

REFERENCES

Available upon request

EXPERIENCE

Teller II

Liberty Bank – Moodus CT Mar 2021-Mar 2024

● Processed high-volume financial transactions with accuracy and attention to detail.

● Promoted banking products and consistently exceeded goals.

● Recognized as top performer, exceeding targets by 300% EXPERIENCE

Universal Banker UFSR

Berkshire Bank - E.Hampton CT Jan 2020– Mar 2021

* Assisted customers in all areas of banking including opening accounts and small loans. Delivered personalized financial solutions based on customer needs.



Contact this candidate