Lerbi Nouboud
Customer Service Professional
West Chester,PA
Summary
Dynamic finance professional with over three years of experience in client relationship management and operations, consistently driving customer satisfaction and operational efficiency. Expertise in risk management, customer service, and team leadership, fostering an environment of collaboration and excellence. Proven ability to implement effective CRM systems that enhance customer engagement and streamline processes. Committed to leveraging strong interpersonal skills and a keen understanding of banking principles to contribute to organizational success.
Overview
4
4
years of professional experience
Work History
Client Relationship Associate
Vanguard
06.2025 - Current
- Analyzed customer feedback and identified areas for improvement.
- Increased account retention through consistent communication and relationship-building efforts.
- Spearheaded cross-functional team collaborations for seamless service delivery to key clients.
- Anticipated potential risks or roadblocks within projects and proactively devised contingency plans.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Responded to customer requests for products, services, and company information.
Retail Relationship Banker I
S&T Bank
09.2024 - 04.2025
- Identified opportunities for cross-selling products, leading to increased revenue for the bank.
- Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
- Managed branch operations efficiently, ensuring compliance with industry regulations and internal policies.
- Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
- Reduced risk exposure through diligent monitoring of credit quality and strict adherence to underwriting guidelines.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Retail Manager
Rite Aid
03.2023 - 03.2025
- Controlled store inventory and reviewed cash handling and operations reports.
- Analyzed sales data to identify trends, adjust inventory levels accordingly, and maximize revenue opportunities.
- Improved customer satisfaction through proactive engagement, attentive service, and efficient problem resolution.
- Enhanced store appearance by maintaining cleanliness standards and visually appealing displays that showcased products effectively.
- Trained and developed new employees for ease of transition into team.
- Led a team of retail associates to achieve sales targets and deliver outstanding customer experiences.
Retail Banker I
Santander Bank Us
02.2022 - 07.2023
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Reached out, generated appointments and built new relationships to grow business.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Boosted referral rates by actively promoting bank products during routine interactions with customers.
Education
Bachelor of Science - Finance
West Chester University of Pennsylvania
West Chester, PA03.2023
Skills
Goal-oriented mindset
Client needs assessment
Negotiation tactics
CRM software proficiency
Customer relations
Training and mentoring
Team building
Training programs
Account management
Sales proficiency
Timeline
Client Relationship Associate
Vanguard
06.2025 - Current
Retail Relationship Banker I
S&T Bank
09.2024 - 04.2025
Retail Manager
Rite Aid
03.2023 - 03.2025
Retail Banker I
Santander Bank Us
02.2022 - 07.2023
Bachelor of Science - Finance
West Chester University of Pennsylvania