Marco Escobedo Email & Phone Number

United States

Dallas-Fort Worth Metroplex

• Manage inbound and outbound Pledged Asset Line servicing phone calls, providing support to clients, investment advisors, and internal business partners.• Provide functional support for Pledged Asset Line operations and servicing processes, ensuring seamless workflows.• Handle transaction processing and money movements, at times over $1MM in transaction value, with accuracy to facilitate smooth operations.• Respond to inquiries by utilizing resources, communicating with internal business partners, and analyzing potential influencing factors to provide comprehensive information and offer viable solutions to ensure an outstanding client experience with the Pledged Asset Line product.

• Handled account management needs, including opening personal and small business customer deposit accounts for both new and existing customers.• Communicated and collaborated effectively with other internal and external lines of business to ensure the financial needs of mutual clients were met.• Utilized problem-solving skills to handle multiple requests of varying complexity received by different customers and fulfill each request in a timely manner.• Delivered exceptional customer service by expressing interest, bank knowledge, and a friendly demeanor to reach solutions and build client rapport while also consistently meeting branch account and loan goals.• Maintained a client portfolio for whom I would assess needs, inform of products/services, and educate on different options for them to bank safely in accordance to their individual preferences.

Master Of Science - Ms, Business Analytics

Bachelor Of Science - Bs, Economics

Activities and Societies: TCU Community Scholar and Beta Pi Chapter of Lambda Theta Phi Latin Fraternity Incorporated