Carrie Laffitte Email & Phone Number

Denver Tech Center

• Open business accounts and support Treasury Management products and services implementation.
• Support TM Sales Officers by gathering all documentation and completing onboarding paperwork.
• Serve as a liaison between clients, the TM sales officer, and the implementation team to ensure a seamless client onboarding experience.
• Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer’s banking relationship.
• Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
• Complete projects as assigned by the Director of Treasury Management and Payments.

Greenwood Village, Colorado, United States

Provide key support to internal associates and external customers on disputes and card & payments management questions.Investigate and respond to all card dispute claims and outstanding card & payments questions from customers, branch contacts and/or vendors within regulatory timeframes. Critically evaluate daily system reports to identify items requiring.

Highlands Ranch, CO

• Review evidence on cases presented and leverage Network dispute resolution rules to determine the validity of each claim and its potential for recovery.
• Utilize Network dispute processes to attempt recovery on behalf of Visa’s clients, ensuring that disputes are submitted in accordance with Network Operating Regulations, and that all required evidentiary and technical.
• Collaborate with senior staff when disputes are challenged by the opposing party via a representation to review the new evidence, assess its validity, and resolve the claim or counter-challenge the representation.
• Monitor and process the disputes listed in the monthly Visa Fraud Monitoring Program report for funds recovery against merchants who exceed the threshold for fraud disputes.

Cherry Creek

• Develop and implement policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction.
• Effectively improve rapport with existing customer base by handling difficult issues and complaints.
• Manages all daily operations including and not limited to, teller transactions, new accounts, wires, Overdraft accounts and other customer service functions.
• Execute monthly reports and ensure that controls are in place such as operational audits, security testing, compliance and company policies.
• Complete Knowledge and functionality of loan administrator duties and processing of commercial and consumer loan documentation.
• Provide support to Private Banking, Treasury, and commercial lenders ensuring quality processes and procedures.

Greenwood Village

• Executed leadership and team development of staff including assistant managers, operation supervisors, financial representatives, new account representatives and tellers.
• Actively recruited and oversaw training for all existing and new branch employees providing continued guidance and knowledge to promote staff excellence.
• Developed the annual business plan for maximum profitability and effectiveness for the branch.
• Effectively coached and mentored staff members with short and long term goals.
• Managed all operations and compliance for branch ensuring optimal operations.
• Completed internal audits to ensure all controls were being followed.