Professional Experience

SunTrust Bank | Client Service Specialist | May 2014 – Present | Athens, GA

• Assists Branch Manager by calling clients, scheduling appointments, pulling daily and weekly reports, and maintaining employee schedule.
• Provides exceptional customer service to clients in a prompt, friendly manner.
• Maintained confidentiality while dealing with sensitive bank documents and verifying clients identity to assist their needs in a timely, professional manner.
• Utilizes resources to conduct consultative conversations and provide financial solutions that meet clients needs across all product and service lines.
• Works well under pressure while handling a variety of tasks and priorities during the course of a business day such as performing routine client maintenance requests, problem resolution and basic sales functions as well as basic teller transactions.

Capital Bank | Teller Supervisor | June 2012 – April 2014 | Sanford, NC

• Utilized strong organizational skills to sustain branch operation and soundness by effectively prioritizing, following-through, and using high attention to detail.
• Assisted branch manager in hiring and training new employees, drafting correspondence to clients and called clients to follow up with service and schedule appointments for bankers.
• Maintained and organized filing system for all bank document in folders and cabinets by chronological order, client name or document type according to retention schedule.
• Served as Operational Specialist by maintaining audit compliance within the branch; accurately completed monthly audit by pulling reports, creating graphs, verifying bank documents and verifying teller’s cash drawers.

The Law Offices of Kathleen S. Glancy | Legal Assistant | August 2010 – June 2012 | Wilmington, NC

• Worked independently with minimal supervision from attorneys requiring initiative and independent judgement to prepare and evaluate legal documents without error.
• Managed front desk by greeting clients in a friendly, courteous manner, scheduling and managing attorney’s calendar and appointments, and answering and directing telephone calls.
• Applied organizational skills by transposing legal research findings into databases, meeting deadlines, filing paperwork, organizing client files, making copies and entering medical files.
• Kept clients informed by maintaining contact, communicating case progress while maintaining client confidentiality and confidence.
• Sorted incoming mail to appropriate attorney and keyed client notes into database.