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Suntrust Bank - Client Support Specialist 3 Resume Example

Carter Lee
  • XXX XXXXXXXXX XX, Plant City, FL 33563
Professional Summary

Seasoned goal-oriented Client Support Specialist dedicated to high levels of customer satisfaction and meeting business goals. Motivated, accurate and efficient with specialized knowledge in retail business, investments and trust.

  • Customer Service
  • Organized
  • Excellent written and verbal communication
  • Multi-tasking
  • Detail oriented
  • Work independently or part of a team
  • Administration and Management
Client Support Specialist 3, 4, 5, 09/2006 to Present
SunTrust Bank Tampa, FL
  • Maintained and retained trust clients after Julie Stead resigned and Marc Foster transferred to GA.
  • Independently completed daily tasks and suspense items.
  • Performed annual vault audit.
  • Transitioned to Private Wealth / PAM department to work with Tom Tagliarini and Sherry Boulay.  
  • Increased productivity and accuracy on client issues in regards to Sherry's book of clients.
  • Administered Tom's portfolio by learning the PAM systems, preparing client letters and creating investment presentations in an accurate and timely fashion.
  • Gather and review financials from client and input consumer loan applications. Print and prepare loan packages for closing.
  • Open and maintain deposit accounts for clients.
  • Resolve problems or discrepancies concerning customers' accounts.
  • Proactively search for opportunities within portfolios while preparing client reviews using FastTrac.
  • Assist CA's in achieving their business goals by managing incoming client calls and emails.  Sherry Boulay was number one in 2013 and Caitlin Kennedy was number two in the company in 2014.
  • Maintain spreadsheets and reports using Insite to keep CA's informed of their pipelines and client reviews.
  • Coordinate and schedule client and teammate meetings.
  • Perform daily tasks including Vector, customer requests, answering phones, and filing.
  • Prepare wires in accordance with SunTrust guidelines.
  • Complete annual compliance training and follow up with CA's to be sure they have as well.
  • Research procedural issues.
  • Assist teammates in other departments as well as Private Wealth regarding procedures or client issues.
PCS Specialist 3, 4 and Personal Trust Account Specialist 2, 11/2003 to 09/2006
SunTrust Bank Tampa, FL
  • Addressing customer issues with strong problem resolution skills while proactively managing client expectations and keeping Trust Officers informed on client activities.
  • Established new accounts on Trust system program as well as closing accounts.  Created checklist of tasks.
  • Administered the receipts and deliveries of securities (stocks, bonds, mutual funds).
  • Perform daily cash transactions and wire transfers for Trust/IRA accounts. Setting up monthly distributions.
  • Tax cost research and market value updates.
  • Client record maintenance, clerical duties, filing.
Teller Coordinator 1, 09/2002 to 11/2003
SunTrust Bank Tampa, FL
  • Sales and Service Leadership. Partnered with Branch Manager to establish overall direction of branch; monitor execution of strategies and tactics as applies to teller lines.
  • Coaching. Schedule and conduct coaching sessions. Ensure positive behaviors and obtain maximum productivity levels. Coach and train new hires. Oversee daily execution of sales, service and performance compliance.
  • Sales Management. Prepare daily sales plans. Meet or exceed established referral goals. Perform daily inspection of tellers' referral plan. Participate and assist in branch sales meetings. 
  • Teller Management. Participate in teller hiring process. Prepare and conduct teller performance reviews.  Responsible for tellers maintaining cash limits and reducing teller error. Prepare weekly teller schedules.
  • Assume sole control for cash assigned to the branch (up to $500k).
  • Maintain excellent customer service protocols while performing complex teller transactions. Research and resolve client issues.
Teller 1 & Financial Service Rep 1, 02/2002 to 09/2002
SunTrust Bank Tampa, FL
  • Profile customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Recommend products and services that best meet customer needs.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Follow up calls to determine customer satisfaction and prospect any new developments for sales leads.
  • Perform teller functions by processing transactions quickly following procedures and guidelines.
  • Proficiency in completing unusual or complex transactions.
  • Accurate cash handling and balancing cash drawer.
  • Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks.
Teller 1, 02/2002 to 04/2002
SunTrust Bank Tampa, FL
Associate of Arts: Business Administration, Dec 1998 Berkshire Community College - Pittsfield , MA
Graduated Valedictorian with a 4.0
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Resume Details

This is a real resume for a Client Support Specialist 3 in Plant City, Florida with experience working for such companies as Suntrust Bank. This is one of the hundreds of Client Support Specialist 3 resumes available on our site for free. Use these resumes as templates to get help creating the best Client Support Specialist 3 resume.

Previous Companies:

  • SunTrust Bank

Previous Job Positions:

  • Client Support Specialist 3
  • 4
  • 5
  • PCS Specialist 3
  • 4 and Personal Trust Account Specialist 2


  • Berkshire Community College

Level of Education:

  • Associate of Arts

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