Akaia Dortch
Milwaukee
Summary
- Currently seeking a position as a customer service representative; working with diverse and enthusiastic individuals.
- Profile of Skills
- Spanish Beginner
- Customer service and cash handling experience
- Outgoing with good organizational skills
- Proficient in MS Word, Excel and the Internet Willing to relocate: Anywhere Authorized to work in the US for any employer
Dedicated customer service professional with a proven track record in sales and relationship management. Skilled in problem-solving, teamwork, and communication.
Overview
18
18
years of professional experience
Work History
Customer Service Representative
Northwestern Mutual
Milwaukee
07.2018 - Current
- Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
- Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
- Establishes and maintains strong working relationships with mutual fund representatives and service providers.
Branch Manager
BMO Harris Bank
Milwaukee
01.2014 - 06.2018
- Handled employee relations, payroll, benefits, and training.
- Directed and coordinated the administrative functions of the bank.
- Helped clients manage their money in order to balance their rates of risk and return.
- Also processing new account transactions, assisting customers in their selection of accounts and financial services, and cross-selling bank products and services.
Customer Care
JCPenney
Milwaukee
05.2013 - 10.2014
- Assist customers in buying and returning goods online and over the phone.
- Handled escalated calls.
- Updated contact information.
- Navigate customers step by step through website.
- Sales Accomplishments Customer retention.
Childcare
Louise Play House
05.2012 - 12.2013
- Handled payroll and makes appointments for new and old clients.
Personal Care Attendant
Independence First
04.2010 - 04.2013
- Assist in the daily care and living for elderly people.
- Handled bills and financials.
Customer Service Volunteer
Snuggle Up and Read
Milwaukee
02.2009 - 01.2011
- Answering Telephones.
- Setting Appointments.
- Reading to Children.
- Maintained a clean, sanitary workspace.
Call Center Representative
Black Student Union
06.2009 - 05.2010
- Assisted in maintaining customers' accounts.
- Handled escalated calls.
Call Center Representative
Carlton Communications
Whitewater
01.2008 - 02.2009
- Upgrading Cable Services (Inbound Callers).
- Calling future customers about subscribing (Outbound Calls).
- Collection Services.
- Sales.
- Customer Service Duties.
- Credit Inquiries for New/Upgrading Customers.
- Constant Computer and Internet Usage.
Customer Service Representative
Wells Fargo
Milwaukee
02.2008 - 08.2008
- Loss Mitigation Home team.
- Assist customers with paying their home mortgage.
- Setting customers up with loans and payment plans.
- Worked with negotiators to help customers retain their homes.
Customer Service Representative
Big Lots
Milwaukee
12.2007 - 01.2008
- Customer Service Duties.
- Performed cashiering duties.
- Maintained a clean, sanitary facility.
Education
Bachelor's - Criminal Justice
University Wisconsin Whitewater
Milwaukee, WIHigh School -
Washington High School
Milwaukee, WISkills
- Outbound Sales
- Inside Sales
- Cold Calling
- Upselling
- Banking
- Financial Services
- Salesforce
- Loan origination
- Underwriting
- Management
- Negotiation
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Customer Service Representative
Northwestern Mutual
07.2018 - Current
Branch Manager
BMO Harris Bank
01.2014 - 06.2018
Customer Care
JCPenney
05.2013 - 10.2014
Childcare
Louise Play House
05.2012 - 12.2013
Personal Care Attendant
Independence First
04.2010 - 04.2013
Call Center Representative
Black Student Union
06.2009 - 05.2010
Customer Service Volunteer
Snuggle Up and Read
02.2009 - 01.2011
Customer Service Representative
Wells Fargo
02.2008 - 08.2008
Call Center Representative
Carlton Communications
01.2008 - 02.2009
Customer Service Representative
Big Lots
12.2007 - 01.2008
Bachelor's - Criminal Justice
University Wisconsin Whitewater
High School -
Washington High School