Venus Davis

Experience

1. Preferred Banking Client Service Manager

   First Republic

   May 2022 — Present · Portland, OR, US

   Manage and monitor the workflow of the Client Services Mailbox, and assign tasks to team members. Responsible coaching team members in providing prompt, accurate, and courteous response to Preferred Banking internal and external private bank clients’ inquiries.\\\\n\\\\n• Responsible to coordinate effort with the Manager to ensure that all departmental functions are completed.\\\\n• Responsible for approving quarterly branch certifications.\\\\n\\\\n• Work effectively with team members of all levels to maximize the customer experience and to resolve client needs. Protect the bank and client through mitigating risk and assessing the appropriate work assigned to the team member based on their knowledge and experience.\\\\n\\\\n• Managing and monitoring the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n