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.

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.

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