Brett Swartz Email & Phone Number

• 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.