Summary
Overview
Work History
Education
Skills
References
Timeline
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Bobbi Dineen

Constantia,NY

Summary

Motivated Client Service Representative with proven administrative, problem-solving, data entry, and customer relations skills. Collaborative and driven with clear focus on putting clients/company first and supporting team needs. Well-organized, flexible, and computer-savvy. Solid team player with upbeat, positive attitude. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

12
12
years of professional experience

Work History

Client Service Representative

BNY Mellon
Remote
10.2015 - Current
  • Personalized client experience, identifying unique needs and providing information and services to match.
  • Maintained customer records in the database system.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Performed administrative tasks such as filing documents and responding to emails.
  • Verified accuracy of data entered into company systems.
  • Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
  • Assisting in quality control on specific requirements of various types of transactions.
  • Setting up repetitive wire transactions, account openings, and transaction status monitoring.
  • Input data on multi-platform wire processing systems in a timely manner.
  • Created detailed notes in customer profiles to keep track of conversations and requests.
  • Guided both onshore and offshore teams with problem solving and standard operating procedures.
  • Assisted in updating company (SOP) procedures.

Medical Receptionist

St. Joseph's Medical Center
Liverpool, NY
11.2013 - 10.2015
  • Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
  • Communicated with patients with compassion while keeping medical information private.
  • Straightened up waiting room to maintain neat and organized space.
  • Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
  • Compiled and coded patient information or data in appropriate computer system.
  • Checked patients in and out for appointments and collected co-payments.
  • Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
  • Verified insurance coverage for appointments and collected co-payments as required.
  • Scheduled and confirmed patient appointments and consultations.
  • Arranged hospital admissions for patients as required.
  • Answered multi-line phone system and directed callers to requested personnel and departments.
  • Entered insurance, demographics and health history into patient database.
  • Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
  • Greeted patients, determined purpose of visit and directed to appropriate staff.
  • Adhered to HIPAA requirements to safeguard patient confidentiality.
  • Greeted patients and visitors to answer questions or refer inquiries to appropriate personnel.
  • Compiled physical and digital documents, charts and reports.
  • Assisted in training for company's new system set up.

Bank Teller

Alliance Bank
Pulaski, NY
11.2011 - 11.2013
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Researched customer inquires regarding their accounts using internal banking systems.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
  • Performed special services for customers, ordering bank cards and checks.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Followed strict compliance guidelines when completing financial transactions for customers.
  • Entered transactions into computer and issued customer receipts.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Balanced teller drawers regularly throughout the day according to established procedures.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.

Education

High School Diploma -

Paul V Moore High School
Central Square, NY
01-2009

Skills

  • File Management
  • Account Management
  • Outbound Calling
  • Database Maintenance
  • Data Entry
  • Customer Support
  • Client Support
  • Client Relations
  • Payment Processing
  • System Documentation
  • Call Documentation
  • Quality Control
  • De-Escalation Techniques
  • Account Updating
  • Microsoft Office
  • Transaction Processing
  • System Implementation
  • Teamwork and Collaboration

References

References available upon request.

Timeline

Client Service Representative

BNY Mellon
10.2015 - Current

Medical Receptionist

St. Joseph's Medical Center
11.2013 - 10.2015

Bank Teller

Alliance Bank
11.2011 - 11.2013

High School Diploma -

Paul V Moore High School

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Bobbi Dineen