Susan Carson Email & Phone Number

Prescott, Az, Us

Phoenix, Az, Us

In my current role as Premier Client Services Support Specialist, I: • Delivered exceptional customer service by addressing inquiries and providing comprehensive support for services including deposit account opening, credit card applications, and loan maintenance.• Proactively resolved customer issues, initiating immediate action to prevent escalation and ensure client satisfaction.• Utilized software tools such as Salesforce, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), and other platforms to generate reports, draft communications, and maintain client documentation.• Partnered productively with Private Banking clients to assess their financial needs, delivering tailored solutions and fostering strong relationships.• Conducted extensive and thorough research and synthesize data from multiple sources, presenting actionable insights to enhance client experiences.• Consistently streamlined clients onboarding by preparing and organizing documentation, ensuring efficient processes.• Managed account lifecycle activities, including opening, closing, and maintenance, ensuring accuracy and compliance with all regulatory requirements.

Phoenix, Az, Us

In my previous role as a Senior Personal Banker, I: • Guided clients through account setup, closures, and service enrollment processes, and conducted comprehensive financial assessments for business clients, recommending tailored solutions to align with their financial goals and objectives.• Designed innovative financial strategies to address client needs, offering a competitive advantage in the marketplace.• Promoted a wide range of financial products by leveraging in-depth knowledge of service offerings and delivering exceptional customer experiences.• Supported clients throughout the loan lifecycle, from application submission to documentation collection, collaborating closely with underwriters, processors, and coordinators to ensure timely approvals.• Earned the Employee Spotlight Service Award in 2018 for consistently displaying outstanding customer service and commitment to client satisfaction.• Aided commercial banking clients with inquiries, loan payments, and research related to available products and services.• Provided expert support for Treasury Management products, answering client questions and identifying opportunities to upsell solutions tailored to their needs.• Verified client income, homeowners’ insurance, and other relevant information to prepare accurate and complete underwriting documentation.

Phoenix, Az, Us

In my previous role as a Personal Banker, I: • Facilitated account openings, closures, loan applications, and enrollment in new financial services, ensuring seamless customer experiences.• Collaborated with management to develop and implement strategic sales approaches aimed at boosting branch performance and enhancing customer satisfaction.• Successfully designed and delivered multiple tailored financial solutions to address client needs, positioning the organization with a competitive advantage.• Proactively marketed a comprehensive portfolio of financial products by leveraging extensive knowledge of service offerings and delivering exceptional support to clients.• Referred clients to in-house financial experts when needed and presented financial products and services to existing and prospective customers.• Scoped and prioritized activities based on business and customer impact and provided hands-on support, methodology, structure, and information necessary to coordinate decision-making and development. • Handled new and existing customers by helping them to open new checking and savings accounts and customizing accounts to fit their needs.

Phoenix, Az, Us

In my previous role as a Banke Teller II, I: • Processed customer transactions, including loan payments, cashier's checks, deposits, and withdrawals, with accuracy.• Responded to customer inquiries regarding account details, transaction history, service fees, and interest rates, ensuring clarity and satisfaction.• Facilitated accurate wire transfers, stop payments, and account transfers, while adhering strictly to compliance standards and operational protocols.• Responded to and appropriately handled emergency situations that arose calmly and effectively with the ability to change the approach or method to fit the situation best. • Provided prompt and comprehensive information via telephone about banking products, such as checking accounts, savings accounts, loans, and lines of credit.• Delivered exceptional customer service by maintaining a professional and approachable demeanor in all interactions.• Identified client needs and directed them to the appropriate representative or department for cross-selling opportunities and tailored solutions.

San Diego, Ca, Us

In my previous role as a Retail Sales Associate, I: • Provided exceptional customer service by assisting with shipping, printing, and other needs at The UPS Store.• Guided customers through the process, building relationships and suggesting relevant products and services.• Ensured a seamless experience for every customer, resulting in high customer satisfaction.

Atlanta, Georgia, Us