Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Amber Ruby

Euless

Summary

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

Education

High school diploma -

Timber Creek High School
Keller, TX

Skills

  • Customer relationship building
  • Willingness to learn
  • Strong work ethic
  • Teamwork and collaboration
  • Time management
  • Problem-solving abilities

Certification

  • Series 7 License – FINRA.
  • Series 63 License – FINRA.

Timeline

Financial Service Representative

Charles Schwab
03.2024 - Current

Relationship Banker II

Simmons Bank
08.2021 - 08.2023

Patient Service Representative

Envision Radiology
11.2020 - 08.2021

Store Operations Manager

Ashley Homestore
05.2016 - 11.2020

High school diploma -

Timber Creek High School
Amber Ruby