Arieana Boston
KANSAS CITY ,MO
Summary
- Personable and dedicated Customer Service Representative with extensive experience in realty, sales & insurance industry. Solid team player with upbeat, positive attitude 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, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
- Hardworking customer service professional accustomed to fast-paced call center environments. Work quickly to understand, document and resolve customer concerns, driving satisfaction while meeting demanding business objectives. Well-versed in customer care standards and best practices.
- Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem resolutionist able to work effectively and productively with diverse customers and individual needs.
Overview
9
9
years of professional experience
Work History
Financial Account Manager
Shamrock Trading Corporation
02.2020 - Current
- Analyzed accounts for delinquencies and other ongoing issues.
- Increased client satisfaction by proactively addressing financial concerns and providing tailored solutions.
- Collaborated with cross-functional teams to develop comprehensive financial plans catered to individual client needs.
- Conducted thorough market research to identify investment opportunities aligned with client objectives.
- Evaluated portfolio performance regularly, making adjustments as needed to align with market fluctuations and client preferences.
- Managed diverse portfolios with a focus on risk mitigation and long-term growth strategies.
- Streamlined financial processes for improved efficiency and reduced operational costs.
- Increased revenue generation through targeted sales initiatives focused on high-value prospects.
- Developed strong relationships with clients, fostering trust and loyalty through personalized service.
- Assisted clients in achieving their financial goals through strategic planning and expert guidance.
- Provided ongoing training for junior team members, enhancing overall departmental performance.
- Reduced financial discrepancies by implementing robust internal controls and standard operating procedures.
- Optimized resource allocation by prioritizing tasks based on urgency, complexity, and potential impact on the business.
- Oversaw account services for key regional clients.
- Ensured compliance with industry regulations, maintaining up-to-date knowledge of evolving guidelines and best practices.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Complied with established internal controls and policies.
- Facilitated timely decision-making by presenting accurate financial reports to key stakeholders.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Developed strategic plans for day-to-day financial operations.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Utilized financial software to prepare consolidated financial statements.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Customer Retention Specialist
Full Potential Solutions
11.2018 - Current
- Analyzed customer feedback and developed new techniques to ensure customer retention
- Performed customer negotiations to reach fair conclusion for both the business and customer
- Promoted customer retention by using exceptional interpersonal skills
- Collected payment from customers based on outlined payment plans and business standard operating procedures to prevent collections issues and overly aging accounts
- Kept current on market and product trends to effectively answer customer questions
- Educated customers on product and service offerings
Fraud Prevention Specialist/Supervisor
US BANK
07.2017 - Current
- Conducted reviews of specific transactions and reports that showed potential suspicious activity
- Communicated effectively with customers and company personnel alike, utilizing active listening and interpersonal skills
- Notified customers when fraudulent activity was detected in an effort to reduce impact
- Inputted all information regarding fraud investigations into detailed reports that were submitted to clients
- Identified fraud patterns and anomalies through the effective analysis of large quantities of data
Customer Service Representative
Lockton Affiity
07.2016 - 05.2017
- Participation in release of insurance coverage throuhg NRA for consumers who carry legal firearms
- Sold & provided info regarding product through NRA
- Discussed with customer best option for firearm insuranc as well as consulted in best fitting product
Scheduling Specialist/customer Service
Centralized Showing Service Inc.
11.2015 - 07.2016
- Assured realtors, appraisers & salers no showing times are interferring wiht others
- Reported any promblems or damages with homes being sold on market
- Reminding buyers & realtors of appointment
- Provided secured information regarding access to properties
- Addressed, documented, and responded to incoming and outgoing calls and correspondence
Education
High School Diploma -
Paseo Acad. Of Performing Arts
Kansas City, MO2015
Skills
- Credit card payment processing
- Expertise in Billing Solutions
- Experienced with Mainframe Technologies
- Call center experience
- Skilled in Microsoft Office Applications
- Schedule mastery
- Inbound and outbound calling
- Team Management
- Active listening
Timeline
Financial Account Manager
Shamrock Trading Corporation
02.2020 - Current
Customer Retention Specialist
Full Potential Solutions
11.2018 - Current
Fraud Prevention Specialist/Supervisor
US BANK
07.2017 - Current
Customer Service Representative
Lockton Affiity
07.2016 - 05.2017
Scheduling Specialist/customer Service
Centralized Showing Service Inc.
11.2015 - 07.2016
High School Diploma -
Paseo Acad. Of Performing Arts
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