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
Financial reporting