Experienced retail, customer service, and financial sector employee. Six years of experience in the finance sector and four years within retail. Have gained adequate knowledge of the overall customer experience and company logistics, due to time spent executing procedural tasks and responding to customer requests/inquiries/escalations, while adhering to company and federal regulations.. Have developed leadership abilities; having been able to mentor, guide, and help execute/explain policies and procedures to peers and subordinates. Looking to apply knowledge and ideals gained through working experiences to an impactful role. Wanting to gain further administrative experience, contribute to establishing positive culture within the workplace, and help guide other employees towards success while promoting companies’ visions & values.
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Customer Success LeadWells Fargo Mar 2021 - Apr 2023Charlotte, North Carolina, United States- Conduct daily administrative tasks to support bankers and management (meetings, correspondence, coaching, mentoring, etc.).- File and report metrics using various tools (Microsoft Office Applications, Sharepoint, etc.) daily to assist with organization, compliance, and efficiency.- Provide logistical support to operations by taking overflow of inquiries/requests from Consumer, Escalation, and Customer Advocacy groups.- Review/monitor and document employee interactions, and respond accordingly, to ensure compliance standards are met. -
Escalations Customer Success SpecialistWells Fargo Feb 2020 - Mar 2021- Respond to escalated/complex customer or employee inquiries when they cannot be resolved initially.- Provide procedural support to employees to complete complex tasks/initiatives for customer base.- Document and escalate customer complaints and concerns to the appropriate response teams.- Use expanded resources and outreach to specialty groups to aid clients. -
Premier Customer Success SpecialistWells Fargo Feb 2018 - Feb 2020- Provide prompt, accurate, and friendly customer service to affluent/high value customers, in order to preserve, maintain, and help expand relationships with clientele.- Use expanded access to tools and systems to ensure customers’ needs are met accordingly.- Manage and provide information on customers’ account Portfolios, to help them gain and maintain understanding of the corresponding packages. -
Customer Success Specialist 1/2Wells Fargo Mar 2017 - Feb 2018- Quickly and accurately fulfill customer requests in a polite and professional manner.- Deliver exceptional service to customers by going above and beyond expectations.- Provide first call resolution, while abiding to company procedures and regulations.- Provide clientele with product opportunities that would set them up for financial success.- Educate and provide customers with digital options and support.
Hugh Barton Education Details
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Business Administration And Management, General
Frequently Asked Questions about Hugh Barton
What is Hugh Barton's role at the current company?
Hugh Barton's current role is Customer Success Team Lead.
What schools did Hugh Barton attend?
Hugh Barton attended University Of North Carolina At Greensboro, Central Piedmont Community College.
Not the Hugh Barton you were looking for?
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Hugh Barton
New York, Ny -
2comcast.net, invitationtotuscany.com
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2alum.mit.edu, unc.edu
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Hugh Barton
Austin, Tx9lvhglobal.com, oracle.com, btinternet.com, gmail.com, gmail.com, yhipartners.com, tuvox.com, openwayadvisors.com, source360.com3 +121224XXXXX
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