Rebecca Proxee
CONTACT
Phone:
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:
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.