Customer service or inbound representative in a team oriented, quality work environment. Gained experience as an inbound telephone service representative and as a customer service agent in a fast paced, high call volume environment. Skilled in the use of computer related orders and processing orders through the internet in a timely manner. Including strong problem-solving ability, project coordination and inventory status as well as team support. Gained experience entering accurate data for customer’s database, credit cards and orders. Gained face to face customer service experience. Self-starter with excellent computer skills, also Excellent customer service skills in a professional manner.
Work History
Account opening Specialist II
4 Years 2 Months
J.P Morgan Chase | 08.2022 - Current
Complex Account Opening.
Assisted bankers with opening new accounts with a POA, VA or Rep payee.
Document review on POA's, VA documents, Rep payee documents and some Trust and Estates.
Assisting bankers to add a POA onto existing client accounts.
Document review for Day 1 and Day 2 to make sure all the appropriate documents are scanned in Enterprise Image viewer.
Conducted regular audits of processes to ensure accuracy and adherence to regulatory standards.
Developed and maintained documentation for operational procedures, enhancing compliance and efficiency.
Followed all company policies and procedures to deliver quality work.
Account Specialist III-Business Platinum
5 Years 9 Months
J.P Morgan Chase | 01.2021 - Current
Assisted Business Platinum clients with everyday banking needs and provided online tech support. I helped the client manage their business accounts and add or removing employees for new debit cards with specific spend limits. Filed claims for clients in complex account scenarios to resolve issues effectively.
Managed client accounts, ensuring timely resolution of inquiries and issues.
Developed and maintained strong relationships with clients, enhancing customer satisfaction.
Analyzed account data to identify trends and recommend improvements.
Account Specialist II-Business customer Service
J.P Morgan Chase | 05.2019undefined
Served as the first point of contact for business accounts and assisted clients with their everyday banking needs. Helped clients with online banking, transactions, and obtaining debit cards.
Branch support for Credit Card services
J.P Morgan Chase | 01.2015undefined
Joined Branch Support and assisted bankers with policy and procedures. Assisted bankers with business/personal credit card accounts.
Retail banking Customer Service Representative
1 Year
J.P Morgan Chase | 01.2015 - 01.2016
Providing customers with general account information on their checking/savings accounts. checking balances, updating addresses, phone numbers, going over overdraft protection, debit card coverage information and transferring funds between accounts.
Inbound Credit Card /Customer Service Representative
1 Year
J.P Morgan Chase | 01.2014 - 01.2015
Assisted customers with their credit card payments, travel notifications, balances, general account information, credit line increases/decreases, interest questions, updated addresses, phone numbers, Became a PPC champ and kept my team updated about recent red alerts/PPC’s.
Resolved customer inquiries regarding credit card accounts, ensuring a high level of service satisfaction.
Assisted customers with account management, including balance inquiries and payment processing.
Educated clients on credit card features and benefits, enhancing their understanding of products offered.
Outbound Business Development/Customer Service
2 Years
Legend Mazda | 01.2010 - 01.2012
Called preferred customers to inform about free and discounted services necessary for maintaining dealer warranty. Scheduled appointments, followed up with customers, and updated records accurately. Met and greeted customers face to face to enhance service experience.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Citi Bank Sears
1 Year
West Corp. | 01.2009 - 01.2010
Providing general customer service to sears credit card holders ranging from answering billing questions, changing phone numbers and address, processing payments by phone, opting customers out of new change in terms, closing accounts, applying courtesy adjustments, and correcting incorrect billing errors. Also had to upsell the customer in different credit card programs.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Inbound Catalog Sales Assistant
4 Years
Brylane L.P. | 01.2003 - 01.2007
Assisted customers with product information, product availability, available credit on in-house accounts, status of orders, provided customers with a tracking number, and cancelled or extended back ordered items. Processed catalog orders in a timely manner. Also sales in coordinates, add on’s and third party offers. Also worked at the assist desk and helped new hires/co workers with questions and took supervisor calls.
Education
Certificate of High School Equivalency
North East Adult Education | San Antonio, Texas | 01-2012
Skills
Attention to detail
Task prioritization
Multitasking Abilities
Problem-solving
Conflict resolution
Customer empathy
Timeline
Account opening Specialist II
J.P Morgan Chase
08.2022 - CurrentRead More
Account Specialist III-Business Platinum
J.P Morgan Chase
01.2021 - CurrentRead More
Account Specialist II-Business customer Service
J.P Morgan Chase
05.2019 Read More
Branch support for Credit Card services
J.P Morgan Chase
01.2015 Read More
Retail banking Customer Service Representative
J.P Morgan Chase
01.2015 - 01.2016Read More
Inbound Credit Card /Customer Service Representative