Caleb Floyd Email & Phone Number

Parker, Co, Us

Centennial, Colorado, United States

Centennial, Colorado, United States

United States

United States

Greater Denver Area

Denver Tech Center

Englewood, Co

Placed trades via fax, email, and mailConducted telephone distributions and issued fundsCompleted service requests and resolved customer issuesTook courses on the changes to IRS regulations and company policies in order to accurately relay information to customersActed as liaison between the front office, operations, and the clientProcessed new accounts, purchases, redemptions, exchanges, transfers, income, and account maintenance distributionsAdhered to established policies, procedures, deadlines and quality standardsCompleted quality checks on all work for accuracy and completenessResearched and resolved problems on client accountsProvided documentation and support to internal departments

Opened new accountsAnalyzed credit bureau reportsInterviewed customers to identify financial needs and sales opportunitiesInitiated computer-based credit applicationsAnalyzed credit scores and made routine business decisionsSold financial products and servicesAnswered member inquiries about Bellco products and financial services Closed loans

Resolved billing issues Reviewed customer contracts for major corporations

Supervised and trained l employees, performed managerial dutiesProcessed loansConducted monthly audit activitiesEstablished and maintained customer relationships, opening new accounts and solving customer issuesEvaluated customer needs, provided excellent customer servicePerformed general teller tasks such as ensuring transactions were accurate and daily branch activity was balancedActed as vault custodian, ordering cash, dispersing cash to tellers, and ensuring cash on site was within defined thresholds

Graphic Design/Liberal Arts

Culinary Arts

Diploma