Detail-oriented customer service specialist with strong expertise in data entry and conflict resolution. Demonstrated ability to resolve customer complaints effectively, ensuring high levels of satisfaction and retention. Recognized for integrity and professionalism in all interactions, contributing to team success and organizational goals.
Overview
10
10
years of professional experience
Work History
Customer Service Advocate
THE RESERVES NETWORK
HOUSTON, TX
11.2024 - Current
Compiles and maintains accurate records of customer policies, transactions, and correspondence.
Builds trusted partnerships through open and interactive communication to earn positive customer feedback.
Attends training and educational seminars to enhance knowledge and credentials.
Develops strong relationships with clients by providing exceptional customer service.
Greets customers and provides prompt, courteous service.
Assists with customer inquiries, complaints, and requests for information regarding insurance policies.
Applies basic insurance underwriting knowledge to evaluate and analyze information.
Customer Service Specialist
Gulf Capital Bank
Houston, TX
10.2021 - 08.2024
Utilized various software programs including Microsoft Office Suite for data entry purposes.
Handled cash deposits and withdrawals accurately according to established procedures.
Supported sales team members to drive growth and development.
Mentored junior team members and managed employee relationships.
Explained banking procedures and regulations to customers accurately.
Performed general clerical duties such as filing documents related to customer accounts.
Promoted available products and services to customers during service, account management and order calls.
Maintained records of customer accounts including transactions and balances.
Provided excellent customer service by responding promptly to requests or inquiries.
Collected deposits or payments and arranged for billing.
Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
Member Service Representative
PEOPLE'S TRUST CREDIT UNION
Houston, TX
04.2021 - 09.2021
Managed inventory and supplies to ensure materials were available when needed.
Identified needs of customers promptly and efficiently.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Worked effectively in team environments to make the workplace more productive.
Assisted with customer requests and answered questions to improve satisfaction.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Maintained updated knowledge through continuing education and advanced training.
Personal Banker
JPMorgan Chase
HOUSTON, TX
12.2014 - 11.2019
Assisted and advised customers on using online and mobile banking systems.
Analyzed financial documents provided by customers to determine their needs.
Used currency-counting machine to count currency and received checks.
Conducted account openings and closings for clients.
Received mortgage and other loan payments by verifying payment dates and amounts due.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Identified potential fraud risks on accounts and reported suspicious activities to management.
Approached prospective clients through emails and cold calling to consistently meet sales targets.
Used product knowledge and abilities to execute consumer loans and other services.
Responded promptly to customer emails, phone calls and requests for information.
Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Used customer and bank records to investigate and correct errors upon customer request.
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Cross-sold banking products such as credit cards, loans and investments.
Education
Associate of Arts - Business Administration
Houston Community College
Houston, TX
Skills
Promotional support
Document control
Call center experience
Microsoft Office Suite
CRM software
Medical terminology
Data entry
Administrative support
Problem-solving
Computer proficiency
High-energy attitude
Account management
Timeline
Customer Service Advocate
THE RESERVES NETWORK
11.2024 - Current
Customer Service Specialist
Gulf Capital Bank
10.2021 - 08.2024
Member Service Representative
PEOPLE'S TRUST CREDIT UNION
04.2021 - 09.2021
Personal Banker
JPMorgan Chase
12.2014 - 11.2019
Associate of Arts - Business Administration
Houston Community College
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