Carrie E. Email & Phone Number

Phoenix, Az, Us

Phoenix, Az, Us

Arizona

Phoenix, Arizona

Face to face interactions with customers, providing top notch customer service to customers and other Chase employees. Previous experience allows for coaching opportunities with other employees and supervisor authority when needed.Currently backing up current assistant manager with audit responsibilitiesKeeping up to date with all new policies and procedures

Banking Management Professional responsible for bank operations including loss control, bank policy and audit standard compliance, and the development and coaching of front-line teller personnel. Successfully passed all audits with a score of satisfactory. Through leadership and teamwork, built a team that consistently met financial goals through effective customer profiling and cross-selling of relevant products and servicesDelivered exceptional customer service by effectively managing customer volume and transaction accuracySuccessfully passed all bank reviews and audits through effective training and process complianceRecruited, trained and mentored team members resulting in consistent export of talent Two trained tellers were promoted to SSA in June 2011 and July 2011One trained banker in operations was promoted

Personal Financial Representative for a major financial institution responsible for building immediate rapport and trust with new customers, and maximizing revenue through the identification and effective cross-selling of consumer and business products and services. Promoted to Senior Personal Financial Representative specializing in business products, services and lending. Establish new customer accounts and identify opportunities to up-sell/cross-sell appropriate products and services. Strategic planning to align professional goals and financial objectives to support branch goals and financial objectives. Provide employees with information and tools to identify customer needs and provide effective referrals to maximize revenue opportunities and build more in-depth customer relationshipsMaximize opportunities from customer profiling by active listening and noting life-events or life-changes which may prompt future financial needs

Initiated a branch transfer and was promoted to Customer Service Representative. Proactively trouble-shoot customer issues and provide immediate resolution through research and referrals. Facilitate Personal Financial Representative referrals through identifying financial portfolio growth opportunitiesExpertise in resolving escalated customer service issues, converting dissatisfied customers into satisfied, long-term customersAuthority to authorize and approve transactions and overrides and facilitate wire transfers with expanded limit authority

Provide excellent customer service for banking customers and businesses. . Managed customer banking transactions, money-orders, official checks, Travelers Cheques, cash advances, and directed customers to appropriate customer service or financial representatives for resolution.