A customer support specialist with 3 years of experience in sales, accounting, and finance. I began my career in retail sales, but a few years ago, my professional interests shifted to the finance industry. I've always been skilled at bringing people together and being analytical. My experience successfully leading teams and accurately completing projects led me to consider banking, and I've been building a career as a licensed client support specialist for the last 2 years. In my current role at Centennial Bank, the efficiency of the office has been a personal focus, especially concerning client outcomes.
Experience
Centennial Bank
May 2022 – Present
Florida
Client Service II
Have built strong and lasting relationships with clients and am often the most frequent point of contact on the advisory team.
Creatively tackle complex problems, manage client servicing requests, and account maintenance.
Proactively interact with clients to collect information necessary to prepare tax returns and monthly accounting.
Addressed account and client maintenance requests such as profile changes, beneficiary changes, ownership changes, fee changes, bank linking, etc.
Processed money movements and set up systematic arrangements.
Followed high standards of business, professional ethics, legal, and regulatory requirements when dealing with others and/or performing work activities.
