Experienced with addressing customer inquiries and resolving issues in financial services environment. Utilizes problem-solving skills to enhance customer satisfaction. Track record of effective communication and teamwork.
Overview
10
10
years of professional experience
Work History
Financial Customer Service Representative
Fidelity Investments
Covington, KY
11.2024 - Current
Delivered exceptional customer service by addressing client inquiries and resolving issues efficiently.
Analyzed financial products to provide tailored solutions that met client needs and enhanced satisfaction.
Educated clients on investment options, ensuring clear understanding of financial strategies and services offered.
Merchandising Service Teams
Lowes
Cincinnati, OH
02.2024 - 09.2024
Worked with coworkers to complete tasks.
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
Responded quickly to meet customer needs and resolve problems.
Committed to delivering excellent customer service while working in a fast-paced environment.
Focused on learning new skills and staying updated with industry changes.
Participated in ongoing training to enhance own job skills and knowledge.
Met deadlines while maintaining high-quality deliverables.
Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives.
CRA
Fidelity Investments
Covington
09.2023 - 01.2024
Skilled at working independently and collaboratively in a team environment
Self-motivated, with a strong sense of personal responsibility
Proven ability to learn quickly and adapt to new situations
Worked well in a team setting, providing support and guidance
Excellent communication skills, both verbal and written.
Billing Representative
Charter Spectrum
Blue Ash
08.2022 - 09.2023
Reviewed and solved account and billing discrepancies
Assessed accounts for payment status
Contacted clients with past due accounts to formulate payment plans and discuss restructuring options
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
QA Inspector
ProAmpac
Cincinnati
08.2021 - 08.2022
Enhanced production efficiency by implementing effective QA processes and procedures
Served as a liaison between the QA team and external auditors during third-party audits or assessments, ensuring smooth communication throughout the process
Maintained up-to-date knowledge of industry advancements by attending workshops, conferences, and other professional development opportunities related to quality assurance practices
Evaluated effectiveness of corrective actions taken in response to identified quality issues, ensuring long-lasting improvements were achieved
Ensured compliance with industry standards by diligently following inspection protocols.
Food Packer
MANE
Lebanon
06.2021 - 07.2021
Wrapped and packed perishable food in boxes based on quality and quantity
Checked food goods for quality to remove unwanted items and pack fresh goods
Performed routine equipment maintenance for optimal machine performance, reducing unexpected downtime
Trained new employees on proper food packing techniques and safety procedures, fostering a productive work environment.
Loader and Unloader
Fed Ex Ground
Independence
03.2021 - 07.2021
Lifted and slid packages weighing up to 60 pounds on conveyor belts to transport items
Visually inspected all pallets for deliveries to verify quality and accuracy of shipments
Contributed to inventory management through accurate record-keeping of loaded and unloaded goods
Optimized space utilization within storage areas, creating a more organized work environment for increased productivity.
Sales Associate
Ashley Furniture Homestore
Mason
08.2020 - 03.2021
Answered customer questions about sizing, accessories, and merchandise care
Provided positive first impressions to welcome existing, new, and potential customers
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise
Maintained calm demeanor and professionally managed issues in busy, high-stress situations
Engaged with customers to effectively build rapport and lasting relationships
Helped customers locate products and checked store system for merchandise at other sites.
Lead Operator
ADVICS-Ohio
Lebanon
01.2016 - 08.2020
Extended life of equipment and maintained consistent performance with regular cleaning, lubrication and basic maintenance
Prevented personnel injuries during plant maintenance by practicing diligent lockout-tagout processes
Established strong working relationships with colleagues from different departments to facilitate collaboration and information sharing across functional areas
Instituted positive work environment through effective inquiry response, delivery of constructive feedback and professional engagement
Calibrated each machine at beginning of each shift
Supported management decision-making by compiling operational and production data into daily logs.
Financial Customer Service Representative at USA Staffing Services/ VericastFinancial Customer Service Representative at USA Staffing Services/ Vericast
Financial Customer Service Representative at South Carolina Federal Credit UnionFinancial Customer Service Representative at South Carolina Federal Credit Union