Dan Larnerd Email & Phone Number

Hillsboro, Oregon, United States

Performing account maintenance including closing accounts, certificate of deposit maturities, and IRA/HSA/ESA contributions, withdrawals, requirement minimum distributions, and investment changes. Answering up to 20 customer phone calls a day on a wide array of subjects while managing case load. Assisting in creating and implementing new banking.

Portland, Oregon Metropolitan Area

• Working in a high-pressure environment while managing my time while exceeding production goals on several different tasks.
• Prioritizing multiple projects to meet daily and monthly deadlines.
• Communicating with internal and external customers via mail and email on a variety of subjects.
• Be able to quickly identify the proper solutions to problems in a short amount of time.
• Creating, editing, and scrubbing information in Microsoft Excel on almost a daily basis.
• Processing PAC cases for internal customers.

Portland, Oregon Metropolitan Area

• Navigating systems like UW, Hogan, Smart Intranet, SVP and FastData.
• Researching transaction to prevent $7,082,843 of attempted fraud.
• Calling customers to determine if they are a victim of fraud or if they are a perpetrator.
• Processing an average of 21 checks an hour.
• Helping train new hires and host job shadowing sessions.
• Using superior writing skills to properly notate cases.

Portland, Oregon Metropolitan Area

• Authenticating customers in a fast call center environment. Assisting customers with identifying fraudulent charges. Filing both credit card fraud claims and charge disputes. Submitting elder abuse forms on the behalf.
• Using excellent judgment to balance customers’ wishes with the bank’s needs. Crafted creative solutions to problems.
• Daily monitoring of communications for changes to policy. Abiding by strict policies, processes and procedures for my line of business. Coaching to effective use of the Virtual Library and policy questions.
• Leading change by independently using Idea Builder and the Virtual Library Feedback to make the customer’s experience as smooth as possible.
• Practiced exceptional customer service. Won two weekly department wide awards in a two month period.