Aaron Carter
Richmond,VA
Summary
A dynamic, agile specialist with a proven record in supporting and leading large, change-centric
projects in federal government and private sector. Well-versed in working with diverse teams to solve
complex issues and provide excellent service to retail and B2B customers.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
Work History
Personal Banker
Wells Fargo
Richmond, VA
01.2022 - Current
- Demonstrated abilities to identify financial needs and using Behavioral Framework and Discover Needs Tool for product recommendations.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgement within defined policies and procedures
- Ability to educate and connect customer to technology and share value of mobile banking options
- Managing multiple scheduled appointments and walk-ins as needed to best service our clients.
- Stand in for additional support for multiple branches who were short staffed or didn't have a manager to oversee banker and teller transactions.
Universal Banker I, Citizens and Farmers Bank
Henrico, VA
06.2021 - 01.2022
- Provided consultative style of banking that builds customer relationships based on trust
- Demonstrated abilities to identify financial needs and recommended appropriate solutions
- Assisted with branch operations, delivering remarkable customer experience, achieving sales and production goals, and handling transaction service requests
- Perform additional duties as assigned.
Bank Teller I
Wells Fargo
Chesterfield, VA
10.2019 - 06.2021
- Engaging customers in conversations, listening to them, and proactively helping to meet their financial needs
- Asking questions to get to know the customer to build lasting relationships
- Introducing customers to another branch team member or sharing digital options that could possibly make banking easier for them
- Working as a part of a team to help customers succeed financially
- Following policies and procedures to minimize risk
- Accurately and efficiently process transactions
- Maintaining a cash drawer which includes taking in and giving out cash as well as balancing
Receptionist
Nexa
Richmond, VA
05.2019 - 10.2019
- Answer, screen and forward incoming phone calls
- Provide basic and accurate information via phone
- Assist with patching calls to the right department
- Following proper protocols in relaying accurate and detailed information to the on call personnel
- Perform other clerical receptionist duties such as updating changes to customer accounts, electronic filing and transcribing.
Pharmacy Technician
CVS PHARMACY
Chesterfield, VA
02.2018 - 05.2019
- Support CVS mission of providing innovative and high-quality health and pharmacy services under the support of local pharmacist
- Responsible for initiating and maintaining the workflow from intake to production while exemplifying excellent customer service
- Ensuring that the pharmacy meets all health care and safety protocol, including State and Federal requirements
- Coordinate insurance benefits with the patient in regards to what is covered and copayment
- Track inventory levels and logs per CVS and Federal guidelines and protocols
- Maintain records by recording and filing physicians' orders and prescriptions.
System Administrator
ABC HEALTH GROUP
Hampton, VA
02.2016 - 02.2018
- Performed a variety of duties with admitting patients to our facility, requesting medical supplies
- Maintaining constant communication with the provider and the patient to provide excellent and efficient level of care
- Assisting established patient with resupply orders in a timely manner
- Receives and coordinates all referrals to include notifying insurance as well as requesting additional documentation from the doctor if needed
- Coordinated with the Case Manager's to insure HIPAA and Medicare Guidelines were met
- Using discretion and independent judgement in handling complaints and concerns from both providers and patients
- Assist patients that walk into the office asking for assistance with their durable medical equipment.
Customer Service Representative
HEALTH NET FEDERAL SERVICES
Hampton, VA
01.2014 - 12.2016
- Provides excellent customer service for the Tricare North contract and the Patient Centered Community
- Care program
- Provides detailed information to providers regarding TRICARE policy, NFS operations, and claims submission requirements
- Used DEERS to determine eligibility for Tricare, Humana, and CHAMPVA
- Served as an advisor to Active duty and beneficiaries in obtaining health care benefits
- Served as back up with setting up work stations and resolving basic technical issues
- Provides recommendations for quality and productivity improvements to enhance service to all of our customers
- Received referrals for active duty service members and beneficiaries for healthcare services
- Also assisted with the Patient Centered Community Care program for disabled veterans
- Assisted veterans to be seen with civilian providers who were unable to be seen at the VA.
Customer Service Representative
KELLY SERVICES
Newport News, VA
06.2013 - 01.2014
- Provided clear and concise education concerning medical benefits and government policies and procedures
- Assisted beneficiaries with benefit information, claims, provider locations and other related issues
- Forwarded escalated or crisis calls to appropriate staff members
- Answers phones and researches inquiries.
Education
No Degree - General Education
THOMAS NELSON COMMUNITY COLLEGE
Hampton, VA 08.2011 - 05.2013
High School Diploma -
GRANBY HIGH SCHOOL
Norfolk, VAFebruary 2007
Skills
- Microsoft Office
- Certified Notary Public
- SAFE Mortgage Licensing
- Knowledge of EHR data, associated privacy regulations, and best practices for EHR use
- Confidential security clearance; Strong knowledge of TRICARE government programs
- Policies and regulations; familiarity with HIPAA transaction and code sets; Microsoft Word, Excel, and
- Access experience; expertise in FASTRIEVE, CCS, DOMA Technologies, and Care Radius systems
- Familiarity with teller systems such as SVT, SVP, Teller, etc
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Timeline
Personal Banker
Wells Fargo
01.2022 - Current
Universal Banker I, Citizens and Farmers Bank
06.2021 - 01.2022
Bank Teller I
Wells Fargo
10.2019 - 06.2021
Receptionist
Nexa
05.2019 - 10.2019
Pharmacy Technician
CVS PHARMACY
02.2018 - 05.2019
System Administrator
ABC HEALTH GROUP
02.2016 - 02.2018
Customer Service Representative
HEALTH NET FEDERAL SERVICES
01.2014 - 12.2016
Customer Service Representative
KELLY SERVICES
06.2013 - 01.2014
No Degree - General Education
THOMAS NELSON COMMUNITY COLLEGE
08.2011 - 05.2013
High School Diploma -
GRANBY HIGH SCHOOL