Allison Colaianni Email & Phone Number

United States

Wilmington, Delaware, United States

Process deceased settlement, distributions/contributions forms, IRA trustee to trustee transfers, stop pay/reissue checks, reviewed power of attorney’s and other legal documents. Research and relay information for escalated issues to Escalation team. Accomplishments include:* Nominated by senior leadership to be the back up with handling high level complaint inquiries from the Escalation team. * Maintained high quality ratings.* Helped review/update job aids* Assisted in resigning as custodian process.* Helped train lends during exiting the IRA portfolio

Wilmington, Delaware, United States

Promoted solutions and provided customer service using knowledge with IRA products via inbound phone calls and email. Assisted customers and branch associates with account-related requests including answering retirement account questions, reviewing current IRA product rates, and answering inquiries about funds availability. Researched and resolved customer problems and acted as the customer liaison between bank departments. Accomplishments include:* Nominated by senior leadership to be a Subject Matter Expert provided training for 10 new employees in * Retail IRA accounts.* Managed IRA email inquiries from customers

Wilmington, Delaware, United States

Promoted solutions that helped customers invest effectively. Assisted clients with account access, questions about account types, investment and banking products. Responded to incoming emails and followed up with customers regarding documents/forms received by IRA Operations Department.* Accomplishments include:* Maintained high quality ratings.* Managed IRA email inquiries from customers.* Handled status updated for IRA trustee to trustee transfers to Etrade during resigning as custodian.

Newark, Delaware, United States

Provided customer solutions to complex issues by providing delivery of service, sales and/or fulfillment requests. Provided guidance for multiple products and deepened or retained relationships through service and sales. Solved problems and investigated/resolved issues and requests that include gathering additional information, setting expectations and working with other support organizations. Accomplishments include:* Received a high quality score.

New Castle, Delaware, United States

Made business decisions to resolve complex issues from customers transferred from customer service, insurance and collection department agents.Accomplishments include:* Selected by senior leadership to work on systems projects.

New Castle, Delaware, United States

Resolved escalated customer issues via email and phone from Best Buy, Bonton, Boscovs and Menards corporate offices, as well as for floor managers and agents throughout the Retail division. Processed monthly reports for the merchant's corporate office. Provided resolutions in writing to retail store corporate offices. Accomplishments include:* Resolved escalated inquiries in a timely manner.

Newark, Delaware, United States

Handled customer inquiries, complaints, billing questions and payment extension/service requests via phone, mail and fax. Calmed frustrated callers, repaired trust, located resources for problems and designed best solutions.Accomplishments include:* Helped the company attain the highest customer service ratings (as determined by internal and external auditors)* Earned 100% marks in all categories including communications skills, listening skills, problem resolution and politeness.