Customer Service Representative
CurrentTo increase personal productivity by 90%, I created a database of templates and troubleshot desktop and mobile issues. I manage order processing, external and internal fund transfers, debit card transaction identification, IRA contributions/distributions and rollovers, and trustee transfers for 30+ customers daily I grant customers banking details over the phone and through secure emails in addition to handling inquiries relating to account information and banking products/services offered, ensuring confidentiality practices at all times. I order checks, debit cards, official checks, profile reviews, IRA forms and external account registrations.As the trainer of 100+ newly promoted secure message associates, I coached new agents on productivity and organization.