Resolve 50-60 client disputes a day relating to ATMs
Balance multiple general ledger accounts using SAP technology
Investigate ATM outages while strictly adhering to Firm policies and procedures
Use Bank systems to collaborate with multiple departments to resolve ATM-related issues.
Support Specialist II
Enavate, Inc
09.2022 - 11.2023
Managed incoming client support requests in Microsoft Dynamics 365
Completed and maintained contracts for new and existing clients
Maintained understanding of ERP solutions for clients to meet changing needs
Reviewed reports and client activity in Great Plains
Maintained company credentials in Passportal
Used remote access technology to assist with client issues.
Broke down and evaluated user problems, using test scripts, personal expertise, and probing questions.
Monitored systems in operation and quickly troubleshot errors.
Communicated with clients to verify roots and causes of computer problems.
Senior Customer Care Manager
Dillmeier Glass Company
07.2021 - 08.2022
Managed day-to-day operations of outside sales team
Produced reports showing daily activity of quotes and orders
Worked with tier-one clients to meet project needs and deadlines
Read dxf and dwg files to fabricate glass orders correctly
Used A+W technology to send glass fabrication orders to production
Used Salesforce technology to manage and track sales, goals, and communication
Developed training sessions and material for sales and production
Developed standard operating procedures that follow ASTM standards for glass fabrication
Collaborated with engineering to safely and creatively meet customer needs.
Developed and implemented customer service policies and procedures.
Developed new employees and on-going performance assessment of current employees.
Organized daily workflow and assessed appropriate staffing to provide optimal service.
Digital Services Group Officer
Bank OZK
01.2018 - 07.2021
Managed day-to-day operations of online account opening support team and electronic deposit team
Strategized with other lines of business to guarantee customer's financial success
Fulfilled branch manager responsibilities for online accounts according to Bank policies and procedures
Developed procedures for multiple teams while adhering to risk appetites
Scripted and ran department cleanup projects using Foxtrot technology
Built relationships with customers and agents in multiple lines of business
Analyzed agent KPIs to determine monthly and quarterly goals
Facilitated training and agent engagement seminars
Completed hiring responsibilities for multiple areas in the department
Managed and tested technology and website capabilities for business continuity.
Educated staff on organizational mission and goals to help employees achieve success.
Call Center Officer
Bank OZK
06.2015 - 12.2017
Managed day-to-day operations of multiple call center locations
Developed call monitoring procedures and implemented call scoring
Completed call center data analytics
Published call statistics for all operations departments
Professionally resolved customer service escalations
Trained new agents in customer service strategies
Brainstormed and developed customer experience enhancements
Monitored agent call metrics
Learned Bank and federal policy for new deposit accounts and commercial and retail lending.
Call Center Specialist
Bank OZK
04.2012 - 06.2015
Assisted internal and external customers with various banking needs while adhering strictly to Bank and department policies and procedures
Developed training material for call center and digital banking staff
Managed incoming workflow requests from retail banking branches
Trained new employees
Lead department projects for manual system cleanup reports.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Recommended products to customers, thoroughly explaining details.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Item Processor
Bank OZK
06.2011 - 04.2012
Entered and balanced check information for all retail branches
Processed cash letters to the Federal Reserve while following industry regulations
Assisted with technology updates.
Monitored accounts and reported concerns to management for further evaluation.
Collected and documented cash, checks, and GL transactions.