Brett Swartz Email & Phone Number

South Carolina, United States

• Handled, resolved, and tracked client escalations, determining root causes and documenting issues to prevent recurrence• Partnered with internal teams to validate processing relationships and guide process improvements• Provided proactive customer communication, maintaining high client satisfaction, and positive online reviews• Utilized the company CRM for high performance management of client accounts, ensuring legal compliance of documentation• Supported client acquisition and retention initiatives by providing tracking information and insights from client escalation analysis

Asheville, North Carolina

• Handled client service requests efficiently, maintaining high client satisfaction• Reviewed and analyzed daily call reports to ensure compliance with procedures• Exceeded sales goals consistently, enhancing the bank’s profitability• Processed high-volume financial transactions with accuracy, ensuring compliance with FDIC regulations• 2020 sales results exceeded goals as specified by area leadership

Florida

Recognized for company culture of “you are not a number you are a priority.”Collected sensitive information per policy and processed documentation accordinglyFollowed up with prospects and existing customers via phone & email to ensure satisfaction of serviceResponsible for processing 100+ daily financial transactions of varying types Volunteered teaching financial literacy to high school students