ANAYA BROADAWAY
Charlotte,United States
Summary
Motivated professional with expertise in customer service and a proven ability to build strong relationships with diverse individuals. Skilled in applying professionalism and communication strategies to effectively engage and meet the needs of various personalities.
Overview
7
7
years of professional experience
Work History
CLIENT SERVICES COORDINATOR
State Employees Credit Union
Charlotte
08.2024 - Current
- Ensure all member information remains confidential and members’ accounts are accessed for business purposes only.
- Knowledgeable in basic Financial Advisory and Real Estate Services (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and able to provide quality referrals.
- Will be available in member facing skill sets as determined by management.
- Actively work with mentor and MSS coaching team to strengthen proficiency in member service delivery.
- Ensure that proper identification of members is taking place and all actions are compliant with SECU’s Member Information Security Procedure (MISP).
- Willing to assist in other areas of the operation as needed.
- Actively participate in direct service to the membership through phone and digital communication channels
- Must maintain acceptable performance level based on Key Performance Indicators (KPI’s) and achieve and maintain standards as directed by management.
- Participate in training and continuing education.
- Soft skills and call quality must be maintained at an acceptable level.
- Must develop a strong understanding of organizational goals and philosophy and make recommendations consistent with those goals.
- Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to educate members and make recommendations based on their needs.
- Deliver exceptional member service, resolving complex inquiries and fostering long-term relationships. Streamline processes to enhance efficiency and member satisfaction.
GUEST SERVICE
Hendrick Audi
Charlotte, NC
02.2022 - 08.2024
- Manage multiple logs to enhance guest service efficiency and maintain high CSI standards.
- Produce daily reports and reconcile data entries to improve operational accuracy.
- Offer showroom guests refreshments, ensuring a welcoming and professional environment.
- Optimized communication flow by efficiently tracking and filtering high call volumes, ensuring timely message delivery and guest satisfaction.
CLIENT COORDINATOR
The Ritz Carlton Spa
Charlotte, NC
03.2021 - 02.2022
- Managed spa reservations, ensuring seamless scheduling and client satisfaction.
- Facilitated client check-ins, enhancing guest experience and service efficiency.
- Handled financial transactions, maintaining accuracy and security of funds.
- Communicated schedule changes promptly, resolving conflicts effectively.
- Promoted spa services, contributing to increased sales and client retention.
SALES ASSOCIATE
Target
01.2019 - 02.2021
- Enhanced customer satisfaction through attentive service and issue resolution.
- Organized shelves to maintain a clean and efficient store environment.
- Boosted sales by effectively assisting customers and managing transactions.
- Handled returns and refunds, ensuring customer trust and retention.
- Provided accurate information to address customer inquiries promptly.
Education
HIGH SCHOOL DIPLOMA - undefined
David W. Butler High School
Matthews01.2021
ESTHETIC CERTIFICATE - undefined
Rowan-Cabarrus Community College
Skills
- Customer Service (Expert), Communication, Microsoft Word, Outlook, Zenoti, Dentrix, CRM, Team Player, Independent Starter, Project Coordination, Process Improvement, Conflict Resolution, Data Analysis, Sales Techniques, Financial Advisory, Member Relations, Performance Metrics, Operational Efficiency, Training Development
LANGUAGES
English (Native), Spanish (Novice).
Timeline
CLIENT SERVICES COORDINATOR
State Employees Credit Union
08.2024 - Current
GUEST SERVICE
Hendrick Audi
02.2022 - 08.2024
CLIENT COORDINATOR
The Ritz Carlton Spa
03.2021 - 02.2022
SALES ASSOCIATE
Target
01.2019 - 02.2021
HIGH SCHOOL DIPLOMA - undefined
David W. Butler High School
ESTHETIC CERTIFICATE - undefined
Rowan-Cabarrus Community College
ADDITIONAL INFORMATION
- INSURANCE COORDINATOR APPRENTICE
- Fine Arts Dentistry
- Current position