Deandra Lane

Experience

• 

  SunTrust Bank

  Mar 2005 - Jul 2008

  Financial Advisor

  • Customer Service Representative duties included, opening and closing accounts, cross-selling andconsultative sales of financial products, and maintaining up-to-date knowledge of banking servicesand products• Acted as liaison between the sales department and the client• Aligned with the practice's focus on service delivery excellence, by mastering the art of "customerconnection".• Created expense report & financial analysis (through Excel) • Educate customer on banking processes & policies • Review customers banking needs based on banking transactions Show less

• 

  Wells Fargo

  Jul 2008 - Jun 2011

  Phone Banker

  Customer Service Representative duties included, opening and closing accounts, cross-selling andconsultative sales of financial products, and maintaining up-to-date knowledge of banking servicesand products• Acted as liaison between the sales department and the client• Aligned with the practice's focus on service delivery excellence, by mastering the art of "customerconnection".• Handled ACH disputes, Regulation E disputes of customer’s account

• 

  Great HealthWorks

  Mar 2012 - now

  Provided a high level of customer service and client relations based on outstandingcommunication and interpersonal skills• Made changes to existing customer accounts, enforced process flows for Revisions and Cancellations• Mentored new employees on company objectives, business standards, and employee expectations.• Create and send data reports through Microsoft Excel

  • Consumer Affairs Manager

    May 2024 - now

  • Compliance Manager

    Nov 2018 - Jun 2024

  • Compliance Supervisor

    Feb 2017 - Nov 2018

  • Compliance Specialist

    Jun 2015 - Jun 2017

  • Returns Analyst/ Team Lead

    Mar 2012 - May 2015
• 

  CARDLane Event & Rental LLC

  Jun 2021 - now

  Co-Owner