Wells Fargo

Assisted customers via email with a wide range of inquiries related to financial products and services

Responded to complex customer inquiries and complaints utilizing multiple systems and bank wide resources with a focus on First Contact Resolution

Prepared product and service reports by collecting and analyzing client’s information

Navigated a computerized system for tracking, information gathering, and troubleshooting

Identified opportunities to introduce customers to new products and financial service

Answered a high-volume level of call types from direct customers and other business units per day