Carla Scott Email and Phone Number
Broadly skilled Banking & Financial Services Professional, with extensive experience in risk assessment and mitigation, customer service, and team leadership. ✦ Systematically convert complex risk challenges into comprehensible solutions through clear communication and adaptable strategies. ✦ Leverage a background in management and customer service to provide an effective blend of technical expertise and customer-centric problem-solving. ✦ Committed to the highest standards of business ethics. ✦ Enforce strict compliance with all regulations. ✦ Provide effective training, support, and mentoring of team members. ✦ Manage and enhance relationships with customers, vendors and within the organization.✦ Collaborate closely across teams and departments to ensure effective outcomes. ✦ Highly proficient in a variety of finance/CRM software.
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Product Support SpecialistTranscore Oct 2023 - PresentNashville, Tn, UsReview and analyze live traffic data and ensure all equipment is performing optimally. ✦ Employ diverse troubleshooting methodologies and leverage open-source tools like PuTTY and DameWare to resolve network challenges. ✦ Collaborate closely across departments to coordinate effective incident response strategies. ✦ Systematically meet the unique requirements of client contracts to ensure compliance with client requirements. ✦ Escalate system issues or equipment malfunctions to Ground Techs, and create and manage work orders. -
Policy AdvisorNew York Life Jan 2022 - Aug 2022Leveraged proprietary CRM system to organize and evaluate customer data, and effectively plan sales interactions. ✦ Performed 100+ daily in prospecting for new client engagements. ✦ Routinely met or doubled monthly goal of 6 sales per months. ✦ Conducted comprehensive financial reviews to align customers with tailored insurance solutions. ✦ Enforced strict adherence to insurance industry regulations to ensure full compliance with regulatory standards. -
Financial Services AdvisorTd Nov 2019 - Jan 2022Toronto, Ontario, CaRecruited by the Marketing Manager to provide a range of financial services to both individual andcorporate customers. ✦ Consistently achieved 95+% audit compliance in financial functions, and swiftly remediated any discrepancies. ✦ Quickly and effectively identified fraud activities on a daily basis, and spearheaded incident response actions. ✦ Maintained Salesforce customer pipeline and managed new prospects. ✦ Created and implemented effective marketing campaigns. ✦ Conducted ~30 customer calls daily to provide product insights to customers, and achieved average quarterly sales of $200K. ✦ Applied bilingualism to conduct detailed customer financial assessments in both English and Spanish.✦ Performed analysis of customer financial goals and devised clear plans to support achieving those goals. Routinely doubled or tripled small business lending loans per month. ✦ Trained and coached a variety of team members, including tellers and bankers. ✦ Won President’s Council awards for superior sales in 2019 and 2021. -
Senior Personal BankerWells Fargo Sep 2014 - Nov 2019San Francisco, California, UsProactively nurtured customer relationships through comprehensive financial assessments and customized solutions, leading to a 25% surge in customer referrals. ✦ Conducted team performance assessments to analyze target sales goals, creating actionable plans to ensure team success. ✦ Provided customers with clear direction and education in adapting to new and emerging technologies, fostering a community of tech-savvy clients while instilling trust in the bank. ✦ Specifically supported and served Spanish speaking individuals, small businesses and community organizations. ✦ Performed internal audits.
Carla Scott Education Details
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New Jersey Institute Of TechnologyCybersecurity Professional -
Per ScholasCybersecurity -
Bergen Community CollegeLegal Assistant/Paralegal -
Per ScholasCybersecurity
Frequently Asked Questions about Carla Scott
What company does Carla Scott work for?
Carla Scott works for Transcore
What is Carla Scott's role at the current company?
Carla Scott's current role is Financial Services Professional |Risk & Compliance | Cybersecurity Enthusiast.
What schools did Carla Scott attend?
Carla Scott attended New Jersey Institute Of Technology, Per Scholas, Bergen Community College, Per Scholas.
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