Provide exceptional service and support to both internal and external customers, ensuring their needs are met promptly and professionally.Assist internal and external customers by addressing inquiries related to Deposit Services processes, demonstrating in-depth knowledge of banking operations.Consistently meet or exceed departmental SLAs by completing all assigned Customer Information Systems (CIS) tasks accurately and within designated timelines.Process all transactions in… Show more Provide exceptional service and support to both internal and external customers, ensuring their needs are met promptly and professionally.Assist internal and external customers by addressing inquiries related to Deposit Services processes, demonstrating in-depth knowledge of banking operations.Consistently meet or exceed departmental SLAs by completing all assigned Customer Information Systems (CIS) tasks accurately and within designated timelines.Process all transactions in compliance with established Rules and Regulations, including the Branch Operations Manual, WSFS Corporate Policies, Federal Regulations, and Deposit Services Procedures.Identify and promptly notify Management of any risks, opportunities, or issues encountered during daily tasks or customer interactions.Collaborate with Management to update department procedure manuals, ensuring accurate documentation of processes.Actively engage with other departments and internal customers on a daily basis to resolve problems efficiently and maintain seamless operations.Participate in Impact Planning Meetings, contributing to team plans and ensuring alignment with departmental goals.Attend and actively participate in training sessions relevant to Deposit Services processes, including but not limited to Customer Identification Program (CIP), State and Federal Laws/Guidelines, and Account Titling.Proactively support fellow Associates in completing daily tasks during high-volume periods or employee leave, contributing to a cohesive team environment.Perform additional duties as required, demonstrating flexibility and adaptability to meet organizational needs. Show less

•Managed an average of 80+ customer inquiries daily, covering credit card services like account balances, transactions, and payment processing.•Achieved a 95% customer satisfaction rating by resolving issues promptly and effectively.•Demonstrated expertise in credit card policies and procedures, ensuring alignment with company and industry standards.•Collaborated with cross-functional teams to identify and execute process enhancements, leading to a 20% boost in… Show more •Managed an average of 80+ customer inquiries daily, covering credit card services like account balances, transactions, and payment processing.•Achieved a 95% customer satisfaction rating by resolving issues promptly and effectively.•Demonstrated expertise in credit card policies and procedures, ensuring alignment with company and industry standards.•Collaborated with cross-functional teams to identify and execute process enhancements, leading to a 20% boost in efficiency.•Maintained meticulous and current records of customer interactions and transactions, averaging 100 transactions daily. Show less

•Managed a workload of 70+ inbound and outbound calls, consistently meeting response timeframes, and delivering exceptional customer service quality.•Demonstrated proficiency in retrieving loan information and promptly offering customers accurate and relevant details.•Maintained a 95% adherence rate to schedules through effective multitasking, deadline management, and timely verbal and written responses to customer inquiries.•Collaborated seamlessly within a dedicated team to… Show more •Managed a workload of 70+ inbound and outbound calls, consistently meeting response timeframes, and delivering exceptional customer service quality.•Demonstrated proficiency in retrieving loan information and promptly offering customers accurate and relevant details.•Maintained a 95% adherence rate to schedules through effective multitasking, deadline management, and timely verbal and written responses to customer inquiries.•Collaborated seamlessly within a dedicated team to educate customers on policies and procedures, skillfully finding solutions to their inquiries while fostering a positive customer experience.FDCPA rules and regulations Show less

•Facilitated the resolution of benefit claims for members by collaborating with carriers and designated benefits administration team members to escalate claims for thorough investigation and resolution.•Managed the processing of qualified status changes by transmitting updated data to relevant carriers and maintaining the accuracy of associated benefits administration systems.•Addressed eligibility-related inconsistencies by promptly updating carriers with the correct… Show more •Facilitated the resolution of benefit claims for members by collaborating with carriers and designated benefits administration team members to escalate claims for thorough investigation and resolution.•Managed the processing of qualified status changes by transmitting updated data to relevant carriers and maintaining the accuracy of associated benefits administration systems.•Addressed eligibility-related inconsistencies by promptly updating carriers with the correct information.•Provided valuable assistance to members, aiding them in understanding benefit plan documents, clarifying their entitlements, elucidating pertinent benefit plan policies and procedures, and guiding them to the appropriate service representatives as needed. Show less

Coordinated a high volume of applicant and resident interviews annually.Ensured seamless scheduling and organization for move-in and annual certifications.Proficiently utilized OneSite software for data analysis and access.Conducted regular data retrieval tasks, optimizing information retrieval processes.Managed inbound and outbound daily call volume with precision.Maintained an impeccable message handling rate.treamlined verification processes for residents and… Show more Coordinated a high volume of applicant and resident interviews annually.Ensured seamless scheduling and organization for move-in and annual certifications.Proficiently utilized OneSite software for data analysis and access.Conducted regular data retrieval tasks, optimizing information retrieval processes.Managed inbound and outbound daily call volume with precision.Maintained an impeccable message handling rate.treamlined verification processes for residents and applicants, emphasizing accuracy and timeliness.Maintained meticulous records of monthly recertifications, contributing to compliance efforts.Achieved high levels of resident satisfaction through effective correspondence delivery. Show less