• Analyzed internal systems and procedures to support project-oriented work efforts for problem resolution and quality enhancements.• Developed and tested training materials for single-system implementation and policy changes.• Compiled and prepared reports, graphs, and charts to establish quality control standards.

• Researched, tracked, and resolved daily cases promptly to maintain quality and accuracy• Collaborated with Internal Teammates to address client account closure concerns effectively• Processed checks accurately to resolve client account issues and scanned incoming mail for peer teams within Account Closure Exceptions

• Tracked and provided input to leadership on associate and team performance, ensuring timely and accurate reporting.• Attended weekly managerial meetings to discuss team performance for risk and compliance purposes.• Assisted in providing training and development activities to new and existing teammates at Truist.

• Tracked and provided input to leadership on associate and team performance, ensuring clear communication on inventory, deadlines, and quality issues.• Implemented corrective actions, maintained departmental reports, and cross-trained on all functions to ensure team success.• Assisted in providing training and development activities to new teammates, fostering positive working relationships within the team.

• Researched and resolved daily cases promptly to maintain quality and accuracy.• Monitored daily payment log for adherence to dual control procedures.• Verified third party requests for client account details and history.

• Provided one call resolution for business client issues, increasing customer satisfaction and loyalty.• Offered additional assistance to business clients on revenue growth strategies, enhancing their financial well-being.• Handled inbound service calls from personal clients, identifying referral opportunities to meet their financial needs.

• Provided one call resolution for business client issues, increasing customer satisfaction and loyalty.• Offered additional assistance to business clients on revenue growth strategies, enhancing their financial well-being.• Handled inbound service calls from personal clients, identifying referral opportunities to meet their financial needs.

• Provided one call resolution for customer issues, preventing cancellations and promoting plans and phones.• Disbursed account credits and adjustments in compliance with Company policy.• Offered additional support to the team for escalated customer concerns.

Assist clients over the phone with purchases for Dell Computer products and services.

Suggests new products and services to current/new clients based on their personal banking needs.Maintains an in-depth knowledge of products, services, department procedures, and policies to ensure accurate handling of client inquiries.Creates sales and cross sell opportunities for deposit accounts, loans, and asset management products.Maintains good communication with clients during the process of their individual loan request from beginning to end.Reviewing of qualifications for ATM and Debit Card applications received through the Corporate Call Center.Helping clients with scheduling of contract signing for loans done through Call Center.Referring current/new clients to speak with Mortgage, Asset Management, Financial Services, or Trust Department representatives to better expand their personal portfolio.Cross-sells basic bank products and services to new/current clients that will interact with their existing accounts.Provides telephone service and support to clients from all regions of the corporation in a professional manner.Identifies, analyzes, and researches accounting problems or customer conflicts to ensure timely and accurate solutions.