Customer Service Representative
January 2011 — February 2013
• Trained in a wide variety of banking activities including; Retail Banking, Business Banking, Mortgages, Student Loans, and Personal Wealth Management such as IRA’s and Investment accounts.
• Provided online IT support for domestic and international clients.
• Conducted Credit Card applications and Customer Service.
• Educated potential and current clients on banking policies, procedures, laws and regulations as it pertained to them as a retail or business client.
• Conducted everyday banking including sales and upselling by evaluating the status of accounts and providing world-class services that would benefit the client and the business.
• Facilitated training to new hires as a subject matter expert on multiple occasions.
• Actively participated in the development of new projects for both online services and software development.
• Assisted with the resolution of billing issues with American Airlines and the ThankYou network.