A determined and highly driven individual who is eager to learn and always looking for ways to streamline workflow processes. My dedication and positive outlook makes me an essential part of the team and sets me apart from my competition.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Charles Schwab
03.2024 - Current
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Collaborated with team members to develop best practices for consistent customer service delivery.
Relationship Banker II
Simmons Bank
08.2021 - 08.2023
Identifying, developing, servicing, and managing business relationships by using the cash flow conversation, and working closely with bank partners to develop, service, and expand client relationships
Well-versed in customer care and successful in achieving sales goals while maintaining high levels of customer satisfaction
Cold calling customers to evaluate their needs to expand their relationship with the bank
Accurately managing customer accounts and balances while delivering outstanding customer service
Collecting relevant data for ongoing quarterly and monthly audits
Upheld strict financial controls by keeping funds secure and accurately transferring monies
Monitored customer behaviors and upheld strict protocols to prevent theft of assets
Patient Service Representative
Envision Radiology
11.2020 - 08.2021
Responsible for the check in process with all patients
Ensuring all paperwork is filled out properly and reviewed with patients to ensure understanding
Following HIPPA guidelines
Prepping patients for exams
Cash handling
Data entry, Coordinating with Doctors offices to ensure patients are getting correct exams
Coordinating with Insurance companies to obtain authorizations for exams prior to patients appointments
Scheduling patients for exams and verifying the proper time is allocated for the exam
Store Operations Manager
Ashley Homestore
05.2016 - 11.2020
As an operations manager, I am responsible for the daily success of the store including assisting staff in closing sales deals
This is including but not limited to: creating schedules, preparing and giving weekly meetings to the entire staff, hiring and training all staff in the store, daily reporting, and providing excellent customer service to escalated situations
Cash handling, Also creating and dropping deposits of to the bank
Responsible for reviewing all financing application to ensure information is correct prior to submitting to the finance company
Reviewing different financing options with clients to best suit their needs
Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.
Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.Stock Plan Services Operations and Support Specialist at Charles Schwab & Co., Inc.