Results-driven Account Specialist known for high productivity and efficient task completion. Possess key skills in client relationship management, financial reporting, and strategic account development. Excel in communication, problem-solving, and time management, ensuring success in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Lead Account Specialist
Discover Finacial Services
Phoenix, AZ
04.2023 - Current
Developed and maintained customer accounts by accurately recording customer information.
Collaborated with other departments to resolve problems related to customer accounts.
Assisted customers in setting up online accounts and provided training on how to use the system.
Provided exceptional customer service by responding promptly to phone calls and emails from customers.
Maintained a database of customer contact information for communication purposes.
Provided guidance on best practices for managing financial processes within the organization.
Received, prioritized and responded to multiple points of customer communication.
Established accounts for new customers and updated existing accounts with current demographic and order information.
Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
Handled spirited customer conversations and alleviated disputes using appropriate communication skills and conflict resolution techniques.
Coordinated efforts with appropriate departments and personnel to promote customer satisfaction.
Implemented customer feedback mechanisms, leading to an improvement in client satisfaction scores.
Member Specialist
Sam's Club
Gilbert, Arizona
03.2022 - 04.2023
Greeted members upon arrival and provided them with assistance throughout their visit.
Provided customer service to members, answered questions, and resolved issues in a timely manner.
Processed membership applications, renewals, payments and cancellations accurately and efficiently.
Maintained accurate records of member information including contact details, purchases, payment history and other relevant data.
Ensured all company policies were adhered to by members at all times.
Attended staff meetings to discuss new initiatives or updates on existing projects.
Assisted with training new staff members on procedures related to member services.
Answered member questions about products and services.
Presented and explained services and products to meet member needs.
Consulted with customers regarding needs and addressed concerns.
Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
Handled calls for new sign-ups, service cancellations and cross-selling opportunities.
Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
Completed transactions for membership renewals and extensions.
Assisted customers with price checks, lifting heavy items and addressing other inquiries.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Excelled in exceeding daily credit card application goals.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Member Team Lead
Sam's Club
Montgomery, IL
12.2020 - 03.2022
Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
Developed strategies to increase team productivity and improve customer service levels.
Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
Trained new staff in relevant processes and procedures.
Resolved escalated customer complaints or queries promptly and efficiently.
Ensured compliance with company policies and procedures throughout the team.
Monitored team performance against targets, taking corrective action where necessary.
Supported the manager in developing plans for future projects, initiatives and objectives.
Collaborated with other departments to develop effective solutions that meet customer needs.
Identified opportunities for process improvements, implementing changes when required.
Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
Motivated staff through positive reinforcement techniques.
Maintained accurate records of employee attendance and task completion times.
Delegated tasks appropriately according to individual skill sets.
Held regular one-on-one coaching sessions with staff members to encourage personal development.
Reviewed existing systems and procedures regularly, suggesting ways they could be improved or optimized.
Delegated daily tasks to team members to optimize group productivity.
Monitored team progress and enforced deadlines.
Counted inventory, resolved discrepancies and completed paperwork to keep system accurate and current.
Kept work areas clean, neat and free of safety hazards to maximize efficiency.
Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
Established clear team goals aligned with company objectives, tracking progress regularly.
Managed conflict resolution within the team to maintain a positive work environment.
Conducted regular performance evaluations, providing constructive feedback and personalized coaching.
Maintained open lines of communication with senior management, reporting team progress and challenges.
Facilitated team meetings to discuss targets, strategies, and address any issues.