- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Helped customers prepare documents required to complete transactions and process requests.
- Investigated and resolved account issues by offering applicable options to customers.
- Opened new accounts and made changes to existing accounts.
- Responded to support requests from end users and patiently walked individuals through basic troubleshooting tasks.
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
- Collaborated with vendors to locate replacement components and resolve advanced problems.
- Addressed technical issues and guided end users through resolution.
- Traveled to key account locations to train and provide technical direction for successful completion of product launches.
- Completed field visits to monitor customer experience with banking products and documentation.
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