Rollson R.
Mid-Level Banking and Financial Accounts Specialist
Open to offersNew to PlatformAbout
Rollson R. is a seasoned Financial Account Specialist with over four years of experience in the banking, fintech, and U.S. retirement plan industries. His professional background includes supporting 401(k) rollovers as an Operations Analyst at Eclerx, where he managed client appointments, conducted detailed plan research, and ensured strict compliance in the asset liquidation process. At Synchrony, he specialized in financial account servicing, consistently maintaining 100% QA scores and top CSAT ratings while processing payments, handling fraud concerns, and resolving billing disputes. Rollson's earlier work at TeleTech Philippines involved providing high-volume chat and phone support for fintech customers, excelling in transaction disputes and data protection. His work is distinguished by excellence in customer account resolution, compliance support, and fraud detection.
Experience
Operations Analyst – US Retirement Plans
Eclerx · 2024 — 2026Assisted U.S. retirement plan participants with 401(k) rollovers to IRA custodians, maintaining compliance by conducting plan research and verifying funds for transaction accuracy. Managed daily client appointments by phone and screen-share sessions to facilitate asset liquidation and provided step-by-step online walkthroughs. Responded to high volumes of Intercom chat inquiries while ensuring regulatory adherence.Customer Service Specialist – Financial Accounts
Synchrony · 2022 — 2024Handled inbound inquiries for U.S. credit card and banking customers, processing payments, payment plans, account changes, and billing disputes. Addressed fraud concerns and card services, managed escalations, and documented all actions to support regulatory compliance requirements.Customer Support Specialist – Fintech Account
TeleTech Philippines · 2021 — 2022Delivered chat and phone support to U.S. fintech clients, managing tasks such as card activation, transaction disputes, subscriptions, and fraud reviews. Addressed account inquiries and complied with data protection standards throughout all support interactions.
Skills & Expertise
Education
- Bachelor of Science in Business Administration and Management: GraduateInstitution not specified
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