Chanel Willis
Matteson
Summary
High-performing Bank Customer Service Representative with extensive experience providing exceptional service and support in fast-paced banking environment. Skilled in resolving customer issues, providing financial advice and cross-selling bank products. Strong communicator and problem-solver committed to helping customers achieve financial goals. Dedicated candidate ready to employ solid customer service skills in banking industry. Skilled at negotiations with focus on sales and promotions. Reliable and committed to providing personalized and efficient service to customers.
Overview
10
10
years of professional experience
Work History
Bank Customer Service Representative
Bank Of America
07.2014 - Current
- Maintained high-level knowledge of bank policies, procedures, and regulations to ensure compliance in all transactions.
- Addressed customer inquiries, requests and complaints with courtesy and professionalism.
- Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
- Collaborated with team members to achieve branch sales targets by promoting banking products and services.
- Managed cash drawer accurately and efficiently, adhering to strict security protocols for vault access and transaction processing.
- Assessed client needs proactively during interactions, offering tailored solutions that aligned with their financial objectives.
- Managed high volumes of daily calls while maintaining a professional demeanor under pressure.
- Stayed current on banking products, services and regulations to continue delivering top-notch service and support.
Tax Consultant
Rapid Refunds
11.2013 - 02.2023
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Educated clients about the impact of life events on their taxes, helping them make informed decisions.
- Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
- Reduced client tax liabilities by identifying applicable deductions and credits.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
- Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
Education
Bachelor of Science - Psychology
Purdue University Calumet
Hammond, IN05.2025
High School Diploma -
Thornwood High School
South Holland05.2011
Skills
- Data entry proficiency
- Complaint Handling
- Financial Transactions
- Loan Processing
- Performance Tracking
- Credit solutions guidance
- Customer Service
- Honest and Dependable
- Reliable and Responsible
Timeline
Bank Customer Service Representative
Bank Of America
07.2014 - Current
Tax Consultant
Rapid Refunds
11.2013 - 02.2023
Bachelor of Science - Psychology
Purdue University Calumet
High School Diploma -
Thornwood High School
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