Allison St. John
Mansfield,TX
Summary
A skilled professional with experience in customer service, coordinating, and leadership roles. Adept at handling high call volumes and de-escalations all while maintaining professionalism. Seeking to transfer my skillsets into a role that offers growth for personal and professional development.
Overview
9
9
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments - Corporate Office
04.2024 - Current
- Assisted in maintaining rapport and customer relationships by effectively communicating.
- Resolved customer issues efficiently, resulting in positive feedback and increased loyalty.
- Assisted with loans, withdraws, and hardships form 401k accounts.
- Collaborated with new hires and onboarding classes by fostering group shadow sessions.
- Responding empathetically to customers' concerns during difficult situations while offering appropriate solutions.
- Leads CEI accolades motivating the team to excel.
- Received the Zero to Hero recognition for Q3 2024.
SOAR Program Associate
Fidelity Investments
07.2023 - 04.2024
- Effectively handled calls pertaining to grants, contributions, website navigation, and service-related issues
- Maintained a 100% quality during Giving Season 2023
- Worked with internal departments to address donor concerns, contribution work items, and more
- Consistently and accurately conducted and logged a high volume of calls to meet KPIs
- Swiftly de-escalated calls to improve donor satisfaction, as well as improve management queue for callbacks
Forklift Operator Certified Trainer
Southeastern Freight Lines
10.2020 - 07.2023
- Transport goods between warehouse locations according to storage and shipment needs
- Updated tracking systems to document movements, as well as to determine proper area for storage
- Conducted training classes on policies, procedures, basic safety, and more
- Completed inventory cycle counts and timely documented information
Forklift Operator
A Duie Pyle
03.2018 - 09.2020
- Safely loaded and unloaded trucks using appropriate forklift attachments, reducing the risk of accidents or injuries.
- Kept warehouse clean and organized by removing debris and returning unused pallets to designated areas.
- Improved warehouse efficiency by skillfully operating forklifts to move, locate, and stack materials.
- Wrapped pallets in plastic wrap and attached merchandise tags to prepare for shipping.
- Updated daily logs with production data such as weights, destinations, and delivery times to keep management current on team activities.
- Completed inventory cycle counts and documented all information.
Catering Coordinator
Panera
07.2015 - 11.2017
- Handled incoming company phone calls, addressing customer needs, concerns and deadlines to promote retention and satisfaction.
- Analyzed catering orders and liaised with staff to set up equipment, supplies and menus to meet client expectations.
- Expedited setup and breakdown of events, minimizing disruptions to client''s schedules.
Education
Associates of Applied Science - Culinary Arts
The Art Institute of Dallas
01.2013
Skills
- Customer service
- Microsoft Office
- Attention to detail
- Goal oriented
- Active learning
- Teamwork and collaboration
Timeline
Financial Customer Associate
Fidelity Investments - Corporate Office
04.2024 - Current
SOAR Program Associate
Fidelity Investments
07.2023 - 04.2024
Forklift Operator Certified Trainer
Southeastern Freight Lines
10.2020 - 07.2023
Forklift Operator
A Duie Pyle
03.2018 - 09.2020
Catering Coordinator
Panera
07.2015 - 11.2017
Associates of Applied Science - Culinary Arts
The Art Institute of Dallas
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