Alicia Grout
Pelham ,MA
Summary
Knowledgeable and dedicated customer service professional with extensive experience Finance and Banking Industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. I am currently striving to complete further training in order to become a greater asset for UmassFive Federal College Union. This training includes knowledge on how to conduct non-teller transactions, training in the Contact Center and Interactive Teller Machines.
Overview
7
7
years of professional experience
Work History
Retail Floater
UmassFive Federal College Union
06.2023 - Current
- Cultivate interpersonal skills by building positive relationships and communicating with others.
- Can identify issues, analyze information and provide solutions to problems.
- Assist with day-to-day operations, working efficiently and productively with all team members.
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrate strong organizational and time management skills while managing multiple projects.
- Process consumer and commercial transactions. Such as; deposits, withdrawals, check orders, transfers etc,.
- Learn and adapt to new technology and software applications in a timely manner.
Life Insurance Enrollment Officer
American Income Life Insurance Company
07.2022 - 12.2023
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Expanded referral network through strong relationship-building with industry professionals, leading to increased business opportunities.
- Provided coverage option information to assist clients in protecting assets.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Teller 1
TD Bank
09.2016 - 12.2018
- Played an active role in community events and initiatives on behalf of the bank, promoting our commitment to local engagement.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Trained new hires on customer service policies and procedures.
- Monitored and verified suspicious activity on customer accounts.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Received loan and utility payments, sending funds to correct destinations.
- Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.
- Counted, verified and handled bank deposits and armored car transactions.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Education
No Degree - Life Insurance
Top Notch Life Insurance Training Program
Online 07.2022
No Degree - Certified Nurses Aid And CPR Licensure
Genesis Healthcare/American Red Cross
Agawam 03.2018
High School Diploma -
Belchertown Highschool
Belchertown, MA06.2015
Skills
- Product Knowledge
- Live chat support
- Account Updates
- Account Management
- Regulatory Compliance
- Building rapport
- Product and service knowledge
- Product Sales
- Computer Proficiency
- Complaint Investigation
- Teamwork and Collaboration
- Appointment Scheduling
Timeline
Retail Floater
UmassFive Federal College Union
06.2023 - Current
Life Insurance Enrollment Officer
American Income Life Insurance Company
07.2022 - 12.2023
Teller 1
TD Bank
09.2016 - 12.2018
No Degree - Life Insurance
Top Notch Life Insurance Training Program
No Degree - Certified Nurses Aid And CPR Licensure
Genesis Healthcare/American Red Cross
High School Diploma -
Belchertown Highschool