Results-driven professional in customer account management and issue resolution. Processes financial transactions accurately and maintains detailed records. Excels in cross-selling and upselling, enhancing customer satisfaction. Achieved revenue growth through strategic product recommendations.
Overview
5
5
years of professional experience
Work History
VMI Sales Driver
Industrial Supply
03.2025 - 08.2026
Coordinated logistics to ensure timely supply delivery to multiple job sites.
Resolved customer complaints and implemented solutions to enhance satisfaction.
Processed orders efficiently while maintaining accurate transaction records.
Communicated with customers and sales representatives to address and resolve inventory issues.
Performed routine inventory audits and cycle counts to ensure record accuracy.
Collaborated with sales team to develop strategies for client acquisition.
Managed inventory levels and ensured timely stock replenishment for tools and vending machines.
Customer Service Representative
LifeWave
09.2022 - 06.2023
Managed high volume of customer interactions via phone, email, and chat.
Assisted customers with selection, ordering, billing, returns, exchanges, and technical support, ensuring seamless service experience.
Educated customers on product features and benefits during service calls.
Promoted products and services throughout account management, increasing customer engagement and satisfaction.
Investigated account concerns and collaborated with internal teams to resolve issues.
Presented service and product information to guide customer decision-making, enhancing overall service effectiveness.
Utilized CRM and Exigo software to track interactions and ensure timely follow-up.
Customer Service Center Representative
Utah Community Credit Union
11.2021 - 08.2022
Assisted members with account maintenance and payment inquiries, ensuring prompt resolution of transaction-related concerns.
Processed wire transfers and payment disputes while adjusting fees and managing various account transactions to enhance customer satisfaction.
Investigated discrepancies, fraud issues, and payment problems to ensure resolution.
Recommended tailored financial products based on customer needs, contributing to increased member engagement.
Utilized DNA Q2, Salesforce, Visa Nautilus, Centrix, and BMI systems for efficient account management.
Maintained accurate financial records while ensuring compliance with banking regulations.
Documented customer interactions and transactions for future reference and analysis.
Managed multiple tasks simultaneously while upholding high accuracy standards.