
Dynamic banking specialist with a proven track record at USAA, excelling in customer support and compliance adherence. Skilled in fraud prevention and dispute resolution, I enhanced customer satisfaction through effective communication and problem-solving. Committed to maintaining high-quality service while managing call volume, I consistently contributed to positive customer experiences.Dynamic banking/customer service specialist with a proven track record excelling in customer
support and compliance. Skilled in financial reporting and adept at resolving complex issues
with empathy. Enhanced customer satisfaction through effective communication and
attention to detail, contributing to a strong banking/customer service reputation and high
customer survey ratings.
My role as a banking specialist at USAA consists of servicing, opening, and closing deposit
accounts. Within that role, it was my responsibility to order, track, and dispute teller checks
also,
I successfully resolved complex customer complaints, demonstrating empathy and
professionalism throughout the process. To follow up, I made it my duty to use our complaint
capture tool to report customer complaints and dissatisfaction. Furthermore, as a banking
specialist, I made it my duty to abide by Regulation E and stay within compliance while
working with customers' finances, all while ensuring their financial security is protected. In
addition to my role, I filed disputes and stopped payments, fraud, and non-fraud actions. I
also serviced new and previous fraud cases by submitting evidence, reading notes, and
providing outcomes. Through customer relations, I was able to enhance our banking
reputation through good customer service and knowledge, promoting excellent ratings on
customer surveys.
My Role as a Financial Technology Representative at Concentrix was to assist and Respond to
guest inquiries, disputes, and issues to maintain guest
satisfaction.As well as ,Assist in fraud prevention efforts by closely monitoring customer
accounts and reporting suspicious activity as required.
In my work environment I made it my main priority to Reduce wait times for customers by
efficiently handling high volumes of calls and resolving issues quickly.All while ,Maintaining
strict adherence to compliance regulations, ensuring all transactions were accurately
processed and documented.This role has prepared me to provide a high level of professional
knowledge, develop relationships with client and perform the best practices in order to
provide exceptional service to customers.
At Liberty Dental, I provided skills such as pitching and upselling dental plans.I Used data
entry skills to accurately document and input statements that pertained to payment and outstanding balances.Furthermore, I effectively Responded to customers ' concerns and
questions on a daily basis when dealing with their dental accounts.All while Producing and
providing monthly statements to customers and assisting with related requests for
information and clarification.Also, teaming up with other physicians, specialists, and dental
providers to schedule clients for dental care, mainly complex cases
Customer Support
Call Volume and Quality Metrics
Membership Inquiries and Renewals
Policy and Procedure Adherence
Providing Feedback on Financial reporting
Call Center Operations
Inputting data
Providing Feedback on Financial Reporting
Providing Feedback on Financial Reporting