Sara Sneed Email & Phone Number

Irving, Texas

Arlington, Tx

Assisting customers with their banking needs.

Lewisville, Tx

▪ Assisting with the research needed to resolve all bank inquiries.▪ Interacting with various departments within operations to remediate customer issues and discover solutions for case resolution.▪Working to reduce percent of accounts pending within Bank standards.▪ Providing accurate and timely processing of cases received regarding name changes, adding additional owners, address changes, updating restrictions, completing verification of deposits and other job related functions

Dallas/Fort Worth Area

 Access customers using Touchpoint system, verify customer, confirm accounts a transfer is being initiated from, process the transfer, and provide a confirmation number Access customers using Touchpoint system, verify customer, confirm accounts a transfer is being initiated from, process the transfer, and provide a confirmation number Manage customer account issues including clarifying and identifying debit card charges; research charges (amount, date, card number, and merchant)… Show more  Access customers using Touchpoint system, verify customer, confirm accounts a transfer is being initiated from, process the transfer, and provide a confirmation number Access customers using Touchpoint system, verify customer, confirm accounts a transfer is being initiated from, process the transfer, and provide a confirmation number Manage customer account issues including clarifying and identifying debit card charges; research charges (amount, date, card number, and merchant) to provide customer with details needed to qualify the charge.  Analyze customer’s transaction history for accuracy to help customers familiarize themselves with the transactions that have been presented to their accounts Assist with training co-workers; educate on navigation and research on systems, and demonstrating how to send a professional and accurate response to the customers regarding their inquiries Complete report given by management to show the service level throughout the day; entering queue number to show the case volume Sort through messages sent by the customers and refer to appropriate department for further assistance Participate in group session with upper management to brain storm ideas to bring secure message response time down. Show less

Dallas/Fort Worth Area

 Access customers using Touchpoint system, verify customer, confirm accounts a transfer is being initiated from, process the transfer, and provide a confirmation number Manage customer account issues including clarifying and identifying debit card charges; research charges (amount, date, card number, and merchant) to provide customer with details needed to qualify the charge.  Assist with training co-workers; educate on navigation and research on systems, and demonstrating how to… Show more  Access customers using Touchpoint system, verify customer, confirm accounts a transfer is being initiated from, process the transfer, and provide a confirmation number Manage customer account issues including clarifying and identifying debit card charges; research charges (amount, date, card number, and merchant) to provide customer with details needed to qualify the charge.  Assist with training co-workers; educate on navigation and research on systems, and demonstrating how to send a professional and accurate response to the customers regarding their inquiries Show less

Dallas/Fort Worth Area

 Managed inbound calls and made outbound calls in regards to making payments on client’s accounts and setting appointments.  Assisted the veterinarian with pet surgeries handing supplies needed, monitoring pet vitals, and giving pets a physical checkup.

Hurst

 Assist our business customers with all technology needs such as reviewing new technology that may better meet their needs and placing orders at their request.

General Studies

Activities and Societies: R.O.T.C

General Studies