Summary
Overview
Work History
Education
Skills
Timeline
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Briana Roth

Shawnee,KS

Summary

Organized and dependable candidate, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience

Work History

Relationship Advisor

Mazuma Credit Union
03.2022 - Current
  • Contributed to the development of innovative banking products and services by providing valuable insights into client preferences and market trends.
  • Strengthened client relationships by providing personalized financial advice and exceptional customer service.
  • Educating members on account features, promotions, and financial literacy topics.
  • Assist members with account inquiries, transactions, and additional financial information.
  • Handled confidential documents and maintained proper organization.

Patient Manager

Fry Orthodontics
06.2020 - 02.2022
  • Completed tooth impressions to support accurate dental work to correct problems such as missing teeth.
  • Helped Doctors complete routine and advanced procedures by preparing patients and instruments for expected needs.
  • Sterilized equipment and maintained appropriate tray setup.
  • Explained treatment procedures and instructed patients on home care guidelines.
  • Scheduled patient's appointments.

Customer Service Representative

Alliance Data Systems Corp
04.2017 - 06.2020
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Provided primary customer support to internal and external customers.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Handled confidential documents and maintained their proper organization.
  • Managed high call volume, consistently maintaining a professional demeanor and prioritizing customer's needs.

Education

High School Diploma -

Olathe North High School
Olathe, KS
05.2016

Skills

  • Direct Patient Care
  • Treatment Planning
  • Medical Records Management
  • Time Management
  • Scheduling
  • HIPAA Compliance
  • Patient Data Gathering
  • Inbound and Outbound Calls
  • Invoicing
  • Product Knowledge
  • Proficient with Microsoft Office
  • Problem-Solving
  • Data Entry
  • Teamwork
  • Customer Service
  • Professionalism
  • Mathematics
  • Effective Communication
  • Typing
  • Office experience
  • Conflict Resolution
  • Detail Oriented

Timeline

Relationship Advisor

Mazuma Credit Union
03.2022 - Current

Patient Manager

Fry Orthodontics
06.2020 - 02.2022

Customer Service Representative

Alliance Data Systems Corp
04.2017 - 06.2020

High School Diploma -

Olathe North High School
Briana Roth