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Work Background
MagnaExecutive Assistant
Jan. 2024
BELAYExecutive Assistant
Mar. 2023
Choice BankSenior Cash Management Specialist
Dec. 2021 - Jun. 2024
Kel Cee + Co - Virtual ServicesCompany Owner
Oct. 2019At Kel Cee + Co, we blend passion with expertise to provide unparalleled virtual support and social media management services. Our mission is to empower entrepreneurs, solopreneurs, and small businesses nationwide to reach their revenue goals through innovative and effective online strategies. Our Services Include: Social Media Management: We create, manage, and optimize your social media presence across various platforms, ensuring consistent brand messaging and engagement with your audience. Virtual Assistance: Offering a wide array of administrative and operational support, our virtual assistants help streamline your business processes, allowing you to focus on what you do best. Content Creation: From compelling blog posts to engaging social media updates, our team crafts high-quality content tailored to your brand's voice and objectives. Strategic Planning: We work closely with you to develop and implement customized strategies that drive growth and enhance your online visibility.
Choice BankSenior Deposit Services Account Manager
May. 2019 - Dec. 2021Fargo, North Dakota AreaAssist new and existing business account customers in getting set up with Cash Management services through their our Business Online Banking. Set up ACH's, daily payroll files, remote deposit and bill pay services. Also open new accounts for business and consumer customers and assist with day to day transactions.
Choice BankCustomer Relationship Manager & Retail Team Lead
Jun. 2017 - May. 2019As the Customer Relationship Manager, my primary responsibility is to maintain long-term relationships with existing customers across all areas of the bank. Whether that be from opening new deposit accounts or assisting customers with new loans. With my #PeopleFirst attitude, I strive to be the customer's advocate in ensuring they receive the best possible support and customer service. As the Retail Team Lead, I oversee the Frontline operations to ensure that our customers are being taken care of at first contact. This entails assisting with daily deposits, withdrawals and loan payments or sending wires and providing notaries when requested. Our frontline strives to ensure that we’ve taken care of the customer the first time!
Choice BankVirtual Banker
Mar. 2013 - Jun. 2017Fargo, North Dakota AreaI establish personal checking, savings and health savings accounts to customers from across the country while confidently cross solving for any additional needs for our customers. • Provide Tier 2 support and resolution to internal as well as external customers via phone and/or email. • Respond quickly and positively to customers and financial advisors who are seeking to establish new accounts. • Provide direct support as a Health Savings Account advisor to over 78,000 customers in all 50 states. Respond to multiple questions from customers and employer groups relating to qualification requirements, medical expenses and our investment option. • Attend trade shows and health fairs to spread the word about Health Savings Accounts and the benefits of being a Choice Financial customer. • Assist customers with online banking, telephone banking and mobile banking features.
Wells FargoResearch and Escalation CSR
Nov. 2009 - Oct. 2013• Provided accurate and comprehensive answers to questions in a timely and efficient manner utilizing in-depth knowledge of appropriate tools and informational resources for DDA, Checks, and OBC.
• Identified and submitted opportunities for complex internal website updates, enhancements and issue logs.
• Trained in the following items: Open/Close Checking, Savings Accounts, Maintain Customer Relationships including adding/deleting account owners, open/close safe deposit boxes
• Continuously in upper percentile of customer service benchmarks.
• Demonstrated time management skills by keeping my idle and wrap time down, and adhering to my schedule
Wells FargoCustomer Service Representative
Aug. 2006 - Nov. 2009Fargo, North Dakota AreaProvided support and assistance to consumer bankers throughout the Wells Fargo footprint. Assisted bankers with product, policy and procedure guidance. • Cross trained into different queues within 4 months
• Level 4.5 in First Contact Resolution
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