Devin Davidson Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

Developing a network with investors, entrepreneurs, and bankers to gain market insights.Welcoming clients, making them feel appreciated, and engaging them. Managing cash devices, performing account origination, and adhering to bank policies and procedures.Proactively reaching out to clients to gauge success and offer new tools.Teaching clients how to use self-service options like the Chase Mobile App, Chase.com, and ATMs.Sharing best practices across branches to deliver a strong controls environment and exceptional customer experience.

Houston, Texas, United States

I am responsible for providing superior customer service, servicing client accounts, and promoting various banking products and services.Supported Bankers and Financial Advisors in all sales support and administrative functions as needed. Communicated with clients, both in-person and over the phone. Scheduled appointments, maintained calendars and assisted in the maintenance of all client accounts.Conducted research and financial needs assessments to identify suitable banking products and services for clients. Processed customer transactions such as deposits, transfers, and stop payments with accuracy and efficiency. Identified situations that need to be brought to the attention of the Financial Advisor or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.Responsible for managing the calls which included both inbound and outbound calls, responding to emails and messages.Averaged Net Promoter Score of 89% for 6 consecutive quarters.Research information as needed for Bankers and FA's.Maintained risk awareness and regulatory knowledge.

United States

Process, verify and reconcile inbound and outbound currency transactions. Completed data entry for all currency transactions. Prepared outbound currency orders and replenishments. Counted, verified and reported currency inventory daily.

United States

Cultivated long-lasting client relationships based on trust and solid understanding of business needs. Planned, coordinated and implemented commercial sales functions and processes.

United States

Consolidated available inventoryZoned multiple areas of the storeProvided assistance to customers Managed returns and documented stolen items