Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about [Industry] practices and documentation requirements.
Overview
14
14
years of professional experience
Work History
Account Specialist
Discover Bank, Member FDIC
11.2023 - Current
Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
Streamlined account management processes for increased efficiency and accuracy in financial reporting.
Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
Developed customized financial solutions for clients, addressing their unique needs and concerns.
Implemented new strategies to improve account retention rates and reduce customer churn.
Senior Administrative Assistant
Police and Fire Federal Credit Union
05.2018 - 08.2022
Answer and direct phone calls, Organize and schedule appointments
Assisted with billing, payables and collection notices as needed
Write and distribute email, corresponding memos, letters, faxes and forms
Preparing and sorting documents for data entry
Manage office supplies and equipment and place orders as needed
Responsible for managing all maintenance requests for 16 plus locations, including but not limited to receiving maintenance requests, identifying the correct action, and dispatching of appropriate maintenance personnel or vendors to location.
Lead Call Center Representative
Police and Fire Federal Credit Union
10.2014 - 05.2018
Managed customer service staff to assist in daily operations
Streamlined call flow processes for more efficient response times and increased productivity.
Collaborated with team members to share best practices and improve overall team performance in meeting targets.
Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
Determines purpose of call while actively listening and interacting with callers, triage calls in professional and timely manner
Explained, advised and promoted bank products and services to members
Follow up with member inquiries.
Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
Inventory Merchandise Manager
Wawa INC
09.2009 - 10.2014
Oversaw inventory and ordering of product and supplies and ensured routine maintenance and upkeep of equipment and facility
Accountable for execution of all inventory programs including proper ordering, product handling and display- Cash and safe management.
Boosted sales performance by effectively managing merchandise assortments and inventory levels.
Streamlined the buying process for increased efficiency and profitability with strategic vendor negotiations.
Education
Diploma in General Studies Division -
Northeast High School
Philadelphia, PA
01.2004
Skills
Proficient in Microsoft Office, Word, Excel Outlook, STAR, Patriot Officer, Symitar, Quest, Check 21, Nautilus, ADP, POS, Cash management, Sales floor, Merchandise Presentation, Inventory control