Bre Milano

• Set up accounts for new customers
• Process prepay and pay as you go payments
• Cross sell packages for existing customers
• Call leads and convert high profit sales
• Maintain a high revenue per hour sales target
• Maintain high retention score with existing clients
• Set up property visits and close on site sales
• Facilitate referrals for commercial accounts
• Pass QA audits with quality customer care

• Facilitated client onboarding, ensuring compliance with regulatory requirements and bank policies
• Advised clients on banking products, enhancing financial literacy and customer satisfaction
• Managed daily cash operations, maintaining accuracy in transactions and reconciliations
• Developed customized financial solutions to meet diverse client needs and improve retention rates
• Trained new staff on bank protocols, fostering a knowledgeable team environment
• Implemented process improvements that streamlined service delivery and reduced wait times for clients
• Contributed to the development of staff training materials that improved overall branch performance metrics and employee engagement levels
• Conducted regular audits to ensure compliance with bank policies and regulatory requirements, maintaining a low error rate throughout tenure

Legal Zoom Job Duties:

• Providing excellent customer service.
• Answering inbound calls and making outbound calls.
• Providing customers with login and account support.
• Assisting customers with navigating the Legal Zoom website to locate the proper resources per customer need's.
• Answering state and county questions on what is needed to proceed with filing a business or entity.
• Notating accounts and opening and closing cases in Sales Force.
• Taking orders off of hold and placing orders on hold per customer request.
• Process shipping requests.
• Process refunds for the customers.
• Cross sell necessary products and services.
• Assisting customers obtain an EIN number from the IRS.
• Assisting customers with scheduling attorney and tax consultations.
• Converting and emailing the customer's supporting documents and filed articles from the customer's final package.
  
  Intuit Turbo Tax Job Duties:
• Providing excellent customer service.
• Answering inbound calls and making outbound calls.
• Providing customers with account and login support.
• Navigating intuit turbo tax support pages and providing customers with necessary resources for tax filing questions.
• Notating accounts and opening and closing cases in Sales Force.
• Cross selling Turbo Tax product's and packages.