Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
7
7
years of professional experience
Work History
Financial Services Representative
State Employees Credit Union
10.2021 - Current
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Keyed all required transactions into the Margo system and balanced the cash drawer with accuracy
Kept daily and monthly records of the following reports: vault control, returned checks, forgeries etc
Assisted members with account problems, checking reconciliations, or errors in transactions.
Demonstrated proactive problem solving and strategic thinking skills
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Customer Service Representative
Staffing & Solutions
05.2018 - 06.2021
Answered questions about a company's products or services
Resolved issues and troubleshooting technical problems
Provided proactive customer outreach
Identified and maximized sales opportunities and increased customer retention rates.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Translated complex technical issues into digestible language for non-technical users.
Assistant Manager
Motherhood Maternity
03.2017 - 04.2018
Managed all aspects of the employee life cycle from recruitment to organizational departure
Worked alongside the General Manager to drive KPIs
Completed yearly performance evaluations ensuring company training for hiring managers
Developed sales drive and initiatives to increase employee involvement and meet sales goals.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
Associate of Arts - Business Administration And Management
Guilford Technical Community College
Jamestown, NC
05.2023
Skills
Sales Quota Achievement
Financial Product Sales
Account Maintenance
Customer Relationship Management
Technical Support
Call Center Operations
Product Troubleshooting
Complaint Resolution
Timeline
Financial Services Representative
State Employees Credit Union
10.2021 - Current
Customer Service Representative
Staffing & Solutions
05.2018 - 06.2021
Assistant Manager
Motherhood Maternity
03.2017 - 04.2018
Associate of Arts - Business Administration And Management
Senior Member Service Loan Officer at North Carolina State Employees Credit UnionSenior Member Service Loan Officer at North Carolina State Employees Credit Union