Benjamin Borne Email & Phone Number

Assisting advisors with technicalsupport on Schwab platforms and software.

Mesa, Arizona, United States

Tempe, Arizona, United States

• Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially • Proactively engage customers in conversations and asks questions to learn about their financial needs • Maintain knowledge of and offer a full range of Wells Fargo products and services, and digital options to help customers succeed financially based on the customer's need • Build relationships with customers through proactive… Show more • Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially • Proactively engage customers in conversations and asks questions to learn about their financial needs • Maintain knowledge of and offer a full range of Wells Fargo products and services, and digital options to help customers succeed financially based on the customer's need • Build relationships with customers through proactive outreach and follow-up • Assist customers with opening new accounts, completing service requests and submitting credit applications • Help resolve customer concerns and escalate issues as needed • Make introductions to other bankers and partners to help meet customers broader financial needs • Inform customers of self-service digital options (as appropriate) to make banking easier for them • Maintain a cash drawer, cash handling, and balancing and spends up to 30 percent of time completing service related tasks as needed Show less

Scottsdale, Arizona, United States

 Proactively reached out to client personnel regarding customer engagement with the program. Worked closely with Instructional Services registrar, teachers, Edgenuity coaches, accountmanagers, and client personnel (mentors, administrators, coordinators), from onboarding andstart-up support through program health discussion and general check-ins. Assisted/coached mentors, admins, and other personnel with using the student informationsystem, understanding data, and provide… Show more  Proactively reached out to client personnel regarding customer engagement with the program. Worked closely with Instructional Services registrar, teachers, Edgenuity coaches, accountmanagers, and client personnel (mentors, administrators, coordinators), from onboarding andstart-up support through program health discussion and general check-ins. Assisted/coached mentors, admins, and other personnel with using the student informationsystem, understanding data, and provide assistance or training as needed. Assist with or request lightweight data entry tasks as needed. Conducted training sessions or one on ones with program mentors,administrators, teachers, and students to ensure understanding and functionality of theprogram. Coordinated necessary documents as needed such as graduation plans, transcripts, diplomas,enrollment forms, and more depending on the nature of the program. Show less

Tempe, Arizona, United States

• Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially • Proactively engage with customers in conversations and asks questions to learn about their financial needs • Maintain knowledge of and offer a full range of Wells Fargo products and services, and digital options to help customers succeed financially based on the customer's need • Build relationships with customers through… Show more • Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially • Proactively engage with customers in conversations and asks questions to learn about their financial needs • Maintain knowledge of and offer a full range of Wells Fargo products and services, and digital options to help customers succeed financially based on the customer's need • Build relationships with customers through proactive outreach and follow-up • Assist customers with opening new accounts, completing service requests and submitting credit applications • Help resolve customer concerns and escalate issues as needed • Makes introductions to other bankers and partners to help meet customer s broader financial needs • Inform customers of self-service digital options (as appropriate) to make banking easier for them • Follow policies and procedures to minimize risk • Maintain a cash drawer, cash handling, and balancing and spends up to 30 percent of time completing service related tasks as needed Show less

Gilbert, Arizona, United States

Assisting customers with locating merchandiseOperating the cash register as needed throughout your shiftUp-selling additional warranty protection and other store offersMaintain current knowledge of new technological trends for your work areaAnswer any questions customers may have about potential purchases

Business

High School Diploma

Activities and Societies: Marching band, Drum Line