Hugh Barton Email & Phone Number

Charlotte, 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.

- 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.

- 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.

- 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.

Bachelor'S Degree, Business Administration And Management, General

Education record