Marshell Carson
St Louis
Summary
Professional banking specialist With 5+ years experience with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs.
Overview
11
11
years of professional experience
Work History
Personal Service Counselor
Together Credit Union
12.2024 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
Personal Banker I
Commerce Bank
01.2021 - 10.2024
- Cross-sold bank products and services to meet customer needs and provide options.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Processed deposits, withdrawals and ACH transfers accurately.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Solutions Center Representative
St Louis Community Credit Union
11.2018 - 11.2020
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Greeted customers warmly to set tone of customer experience.
- Performed banking transactions while maintaining a professional and friendly attitude.
- Contributed to team sales goals by upselling products and services to customers.
- Utilized Microsoft Office, Avaya Phone System, and employer based software to perform job duties.
Member Service Representative
Sedgwick
08.2014 - 09.2018
- Consistently met or exceeded performance metrics through proactive management of workload and effective prioritization.
- Took inbound calls remotely to assist employees with disability, leave, and worker's compensation claims.
- Utilized phone and multi screen computer to perform job duties.
Education
High School Diploma -
Hazelwood West High School
Hazelwood, MOSkills
- Financial transactions
- Customer support
- Branch operations
- Call center experience
- Customer service
- Cash handling
- Consumer banking
- Relationship building
- New account setup
- Banking software proficiency
Timeline
Personal Service Counselor
Together Credit Union
12.2024 - Current
Personal Banker I
Commerce Bank
01.2021 - 10.2024
Solutions Center Representative
St Louis Community Credit Union
11.2018 - 11.2020
Member Service Representative
Sedgwick
08.2014 - 09.2018
High School Diploma -
Hazelwood West High School