Amy Meyers
Harrison Township,Michigan
Summary
Experienced in various office roles including: Office Administration, Customer Service, Banking, Call Center, Trust Administration Assistant and Financial Services (previous Registered Representative) seeking challenging position in which skills can be used to benefit the success of the company. Knowledgeable and dedicated customer service professional with extensive experience in financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
Work History
Home Office Associate
Edward Jones
Harrison Township, United States
04.2015 - Current
- Provided primary customer support to internal customers.
- Maintained 98% customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Recommended products to branches, thoroughly explaining details.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Trained new personnel regarding company operations, policies and services.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals., 98% customer service scores
Customer Service/Trust Administration Assistant/Office Assistant
TrustBank
Phoenix, AZ
03.2013 - 04.2015
- Set up banking procedures for new office
- Banking duties including account opening, product sales, all teller duties, vault and ATM responsibilities, trained three employees in banking duties
- Made sure all banking followed internal bank and federal standards, maintained A audit rating
- Assisted Trust Administrator with day to day Trust account management for clients
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes
- Assisted coworkers and staff members with special tasks on daily basis
- Managed filing system, entered data and completed other clerical tasks
- Event planning
- Created reports and client presentations for clients
Education
Bachelor of Arts - Business Administration and Management
University of Phoenix
1999
Skills
- Calm and Professional Under Pressure
- Courteous with Strong Service Mindset
- Issue and Complaint Resolution
- Building Customer Trust and Loyalty
- Efficient and Detail-Oriented
- Upbeat and Positive Personality
- Strong Analytical and Problem-Solving Skills
- Report Preparation
- Microsoft Office
Timeline
Home Office Associate
Edward Jones
04.2015 - Current
Customer Service/Trust Administration Assistant/Office Assistant
TrustBank
03.2013 - 04.2015
Bachelor of Arts - Business Administration and Management
University of Phoenix
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