Building rapport with over 100 customers on a monthly basis by understanding their needs and what they value to better guide them toward reaching their financial goals.Assisting customers manage their financial assets with balances ranging between $0-250K.Proactively partnering with premier bankers and financial advisors to ensure clients are provided with adequate services.Proficient in utilizing various systems: Salesforce, Workday, ServiceNow, SVP, TellerView

Provided exceptional customer service by completing account transactions and maintenance via TellerView, SVP, and Launch Pad for over 40 customers on a daily basis.Serviced 10 different branches within the Durham-Chapel Hill market by following security protocols, exercising my attention to detail, and risk management.

Assited in planning, promoting, and/or executed over 40 community events across 4 semesters with partnering organization on campus, averaging 30 attendees and a high of over 500 attendees for a single event.Opened and resolved over 400 service tickets with over 100 being ad-hoc tickets along 4 semesters.

Helping UNC residents with technical issues within the dorms including: trouble shooting devices, connecting devices to the internet via Wi-Fi or ethernet, in-dorm printing.Residential Computing Consultants (RCC) also help plan and execute community events, partnering with other organizations on campus.

Effectively led and supervised 21 different crew members in efficiently executing daily operations, ensuring optimal performance, productivity, and guest satisfactory.Delegated tasks amongst crew members to maintain high standards of cleanliness and promoted a positive work environment.Proficiently resolved conflicts, implemented a closing checklist, and adhered to safety protocols to enhance overall productivity and customer experience.

Helped promote AMC's rewards program and helped enroll over 40 customers in paid memberships and over 150 customers in free memberships within 1 month, increasing our locations' overall customer enrollment by nearly 5%.Ensured cohesive operations by responding to communication from management and other crew members while seamlessly operating a point of sales terminal to input customers' orders.

Engaged customers in the lobby to inform, educate, and assist clients on how to conduct simple transactions through self-service technologies.Ensured clients are connected to the appropriate teammate to help them achieve their financial goals; ensured service and specialized needs were met.Leveraged available resources and technologies (such as tablets and bank by appointment) to optimize the client experience and served our clients with operational excellence and accuracy.Followed established processes and guidelines in daily activities to do what is right for clients and the Bank, adhering to all applicable laws and regulations.Assisted clients with inquiries and/or problem resolution in a professional and composed manner, and escalated to the manager as appropriate.Followed established policies, procedures, and guidelines to protect our customers and Bank of America.