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I am Connie Heatwole, a financial services professional with 20+ years of experience supporting client relationships, account servicing, documentation, and risk-controlled operations in banking. I excel at resolving complex account issues, maintaining precise records, and collaborating with relationship partners to deliver high-touch service while staying compliant with policy standards. I’m passionate about enabling Private Bank relationship teams through detailed servicing and administrative excellence, and I bring strong organizational skills, proactive problem-solving, and a commitment to quality in fast-paced environments.…I am Connie Heatwole, a financial services professional with 20+ years of experience supporting client relationships, account servicing, documentation, and risk-controlled operations in banking. I excel at resolving complex account issues, maintaining precise records, and collaborating with relationship partners to deliver high-touch service while staying compliant with policy standards. I’m passionate about enabling Private Bank relationship teams through detailed servicing and administrative excellence, and I bring strong organizational skills, proactive problem-solving, and a commitment to quality in fast-paced environments.

Connie M. Heatwole

Copywriter, Content Creator, Project Manager, +2

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I am Connie Heatwole, a financial services professional with 20+ years of experience supporting client relationships, account servicing, documentation, and risk-controlled operations in banking. I excel at resolving complex account issues, maintaining precise records, and collaborating with relationship partners to deliver high-touch service while staying compliant with policy standards. I’m passionate about enabling Private Bank relationship teams through detailed servicing and administrative excellence, and I bring strong organizational skills, proactive problem-solving, and a commitment to quality in fast-paced environments.…I am Connie Heatwole, a financial services professional with 20+ years of experience supporting client relationships, account servicing, documentation, and risk-controlled operations in banking. I excel at resolving complex account issues, maintaining precise records, and collaborating with relationship partners to deliver high-touch service while staying compliant with policy standards. I’m passionate about enabling Private Bank relationship teams through detailed servicing and administrative excellence, and I bring strong organizational skills, proactive problem-solving, and a commitment to quality in fast-paced environments.

Available to hire

I am Connie Heatwole, a financial services professional with 20+ years of experience supporting client relationships, account servicing, documentation, and risk-controlled operations in banking. I excel at resolving complex account issues, maintaining precise records, and collaborating with relationship partners to deliver high-touch service while staying compliant with policy standards. I’m passionate about enabling Private Bank relationship teams through detailed servicing and administrative excellence, and I bring strong organizational skills, proactive problem-solving, and a commitment to quality in fast-paced environments.

Skills

Leadership

CRM

Experience Level

Leadership

Expert

CRM

Intermediate

Language

English

Fluent

Work Experience

Operations Service Specialist at Huntington National Bank

January 1, 2025 - Present

Supported day-to-day servicing of customer credit card accounts by researching, analyzing, and resolving complex and nonstandard account issues. Processed autopay documentation, payment and fee reversals, credit balance resolutions, and interest rate adjustments. Ensured accurate documentation while meeting regulatory, risk, and policy requirements. Served as a resource for bankers, call center, and branch colleagues by providing detailed account information and solutions. Managed multiple priorities and strict deadlines in a fast-paced operational environment. Maintained focus on risk identification, assessment, and compliance adherence.

Dispute Specialist at Huntington National Bank

January 1, 2023 - January 1, 2025

Acted as primary point of contact for customers regarding disputed transactions and complex account concerns. Built rapport with clients through professional, clear communication while providing detailed explanations and resolutions. Served as liaison between customers and merchants to resolve issues efficiently and accurately. Ensured full compliance with bank policies, procedures, and reputational risk standards. Maintained detailed documentation and demonstrated independent problem-solving skills.

Business Direct Banker at Huntington National Bank

January 1, 2018 - January 1, 2023

Supported business clients through account servicing, needs assessment, and timely resolution of inquiries. Maintained effective relationships by anticipating customer needs and delivering first-contact resolution. Partnered with internal teams to ensure accurate setup and maintenance of financial products. Adhered to compliance requirements while managing risk and customer expectations.

Customer Experience Specialist at Huntington National Bank

January 1, 2017 - January 1, 2018

Reviewed, investigated, and resolved formal customer complaints with detailed documentation and follow-up. Collaborated with internal partners to gather necessary information for proper resolution. Provided insights to management regarding trends and opportunities for process improvement. Supported inbound call volume to maintain service levels.

Commercial PostClose, Loans & Service Specialist at Citizens Republic Bank Corporation

January 1, 2007 - January 1, 2014

Supported commercial client relationships through accurate post-close loan servicing. Maintained documentation including UCC filings, title work, mortgage recordings, and insurance records. Researched and resolved account discrepancies by applying General Ledger transactions. Coordinated with internal partners to ensure complete, compliant loan files. Prepared correspondence, assessed fees, and followed up on arrears.