Susan Carson Email & Phone Number

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.

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.
• 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.

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.

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.

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