Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Quotes rates, terms, and programs for banking solutions
Manages risk in every business, product, and service transaction leveraging available tools
Verifications Advocate
Carvana
Tempe
10.2024 - 01.2025
Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
Delivered friendly service and offered expert support in every interaction.
Reviewed documents for accuracy and compliance standards and contacted customers for any issues or changes needed
Managed complex caseloads with diligence, prioritizing tasks to ensure timely resolution of cases.
QA Test Associate
Experis Game Solutions
07.2024 - 09.2024
Expedited issue resolution by reproducing reported bugs for developers'' reference using screen capture tools and clear descriptions of steps taken prior to encountering the problem.
Wrote and submitted comprehensive bug reports, providing details on factors such as ease of replication, severity, and other metrics.
Investigated malfunctions of in-game products, tracking issues to discover root causes and possible corrective measures.
Customer Success Advocate
Square
05.2023 - 05.2024
Worked directly with Square sellers, providing support and solutions through inbound phone calls
Utilized Salesforce to manage customer interactions, track issues, and maintain records
Educated customers and cross-sold products based on what aligned with their needs
Applied creative problem solving to resolve issues while maintaining attention to detail
Client Services Advisor
Silicon Valley Bank
06.2021 - 05.2023
Excelled at managing multiple priorities simultaneously while maintaining unwavering focus on achieving desired results.
Utilized CRM tools efficiently for tracking client interactions, appointments, and sales data.
Delivered outstanding client experiences through personalized attention and exceptional service quality.
Coordinated cross-functional efforts to address unique challenges faced by individual clients effectively.
Case Manager
Terros Health
11.2020 - 04.2021
Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Conducted thorough assessments of clients' situations, identifying issues, goals, and necessary interventions.
Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Global Account Manager - Advanced Business Solutions (ABS) at SAP HealthcareGlobal Account Manager - Advanced Business Solutions (ABS) at SAP Healthcare
Advance Client Solutions, Chat Specialist – Consumer and Small Business at Bank of AmericaAdvance Client Solutions, Chat Specialist – Consumer and Small Business at Bank of America