Bailey Leigh
Ocean Springs,MS
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Keesler Federal Credit Union
05.2024 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained updated records of all financial transactions to support traceability.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Educated clients on financial topics and best practices.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Teller Service Representative
Keesler Federal Credit Union
01.2023 - 05.2024
- Educated customers on use of banking website and mobile apps.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Cross-sold credit cards, loans and other bank products.
Customer Service Representative
At&T
02.2022 - 01.2023
- Responded to customer requests for products, services, and company information.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Trained new personnel regarding company operations, policies and services.
- Created and maintained detailed database to develop promotional sales.
- Exhibited high energy and professionalism when dealing with clients and staff.
Education
High School Diploma -
Bismarck-Henning High School
Bismarck, IL05.2019
Skills
- Regulatory compliance
- Investment strategies
- Relationship management
- Account maintenance
- Account documentation
- Customer relationship management
- Hospitality and accommodation
- Customer relationship building
- Certificates of deposit
- Credit analysis
- Debt management
- Account retention
Timeline
Financial Services Representative
Keesler Federal Credit Union
05.2024 - Current
Teller Service Representative
Keesler Federal Credit Union
01.2023 - 05.2024
Customer Service Representative
At&T
02.2022 - 01.2023
High School Diploma -
Bismarck-Henning High School