Global Treasury Officer
United States
Officer – Global Treasury – 06/10 - 05/21Effectively control the release of proprietary and confidential information to Commercial clients and third parties via a high call volume call center. Resolving account problems and transactional requests including ACH, Commercial Credit Cards, loans, and general accounts. Corresponded with client team associates including managing client phone calls efficiently and taking any necessary steps to secure client satisfaction. Through the ability to assist clients efficiently a chain reaction occurred providing an opportunity to be a part of several major projects within Global Treasury including becoming an Officer in January 2012 Senior Customer Service Specialist – Wealth Management Banking – 10/06 - 06/10 Effectively control the release of proprietary and confidential information to clients and third parties, via a high call volume call center. Resolving account problems and transactional requests including ACH, Personal Credit Cards, loans, and general accounts. Corresponded with client team associates involving sales opportunities, managed client phone calls efficiently, and took any necessary steps to secure client satisfaction. Internal servicing opportunities were coaching teammates to achieve satisfactory quality monitors, decrease handle time, and facilitated call visioning for new hires. Senior Customer Service Specialist – Fulfillment – 07/05 - 10/06 Responsible for resolving complex service request call center associates would submit on behalf of the client managers. The request would range from matrix changes, loan adjustments in the form of automatic payments, or changing an account from principal interest payments to interest-only payments, pricing changes, and CD interest corrections.
