Penelope Morel

Penelope Morel

Wire Transfer Specialist @ City National Bank

About Penelope Morel

Penelope Morel is a Wire Transfer Specialist at City National Bank in Miami, Florida, where she has worked since 2018. She has extensive experience in customer service and finance, having held various roles at institutions such as Bank of America and The First Church of Christ, Scientist.

Work at City National Bank

Penelope Morel has served as a Wire Transfer Specialist at City National Bank since 2018. In this role, she processes outgoing domestic and international wire transfers, ensuring compliance with the Federal Reserve's deadline of 3:00 PM. Morel has implemented a 'first in, first out' process to enhance customer service. She also reads and explains Dodd Frank wire transfer disclosures to customers over the phone, providing clarity on the transfer process.

Experience at Bank of America

In addition to her role at City National Bank, Penelope Morel has been employed at Bank of America as a Preferred Sales Specialist since 2017. Her responsibilities in this position include engaging with customers to provide tailored banking solutions and support, contributing to the overall customer experience.

Previous Employment History

Prior to her current roles, Penelope Morel worked at The First Church of Christ, Scientist as an E-Commerce/Phone International Customer Service Representative from 2005 to 2009. She also held a position at Admirals Bank as an Underwriter/Customer Solutions Specialist for six months in 2016. These experiences have equipped her with a diverse skill set in customer service and financial operations.

Education and Expertise

Penelope Morel earned a Bachelor of Arts in Business Administration and Theatre from Principia College, studying from 1994 to 1998. She furthered her education by obtaining a Master of Management in E-Commerce from Cambridge College, completing her studies in 2003. This educational background supports her expertise in customer service and financial processes.

Multilingual Communication Skills

Penelope Morel utilizes her multilingual skills to effectively communicate with customers during wire transfer processes. This ability allows her to assist a diverse clientele, ensuring that language barriers do not hinder customer service and support.

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