Ashley Davis
St Clair Shores,MI
Summary
Business-minded Financial Counselor known for successfully managing high level of patient accounts. Determined employee with over 8 years of experience processing financial forms and obtaining referrals and other health documentation. Remains calm and poised in all types of situations.
Overview
7
7
years of professional experience
Work History
Financial Counselor
Corewell Health
09.2021 - Current
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Increased client confidence in managing personal finances by providing tools and resources for long-term success.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
Associate Banker
Chase Bank
01.2020 - 09.2021
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
Sales Associate
AT&T Mobility
01.2017 - 01.2020
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Education
Bachelor of Science -
Saginaw Valley State University
Bay City, MIAssociate of Applied Science -
Wayne County Community College District
Detroit, MI05.2027
High School Diploma -
Southeastern High School
Detroit, MI06.2011
Skills
- Insurance Verification
- Relationships and rapport
- Cash Flow Management
- Patient Counseling
- Telephone Etiquette
- Professional relationship building
- Client relationship
- Cash Handling
- Banking
- Financial Services
- Sales expertise
- Know Your Customer
Timeline
Financial Counselor
Corewell Health
09.2021 - Current
Associate Banker
Chase Bank
01.2020 - 09.2021
Sales Associate
AT&T Mobility
01.2017 - 01.2020
Bachelor of Science -
Saginaw Valley State University
Associate of Applied Science -
Wayne County Community College District
High School Diploma -
Southeastern High School