Professional Customer Service Representative committed to providing courteous, prompt, detailed, and accurate support. Experience managing outbound and inbound calls and handling emergency issues with patience and tact.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Relations Specialist
Eteam
01.2019 - 04.2024
Cultivated positive working environment within Client Relations team, fostering collaboration among colleagues in pursuit of common goals.
Investigated and resolved customer inquiries and complaints quickly.
Collaborated with internal and external stakeholders to create and maintain fraud prevention strategies.
Interfaced with various internal banking departments to coordinate delivery of other banking services to clients.
Assessed loan portfolios for compliance with underwriting policies.
Developed and maintained relationships with customers, lenders and other third parties.
Call Center Lead/Supervisor
US Bank
12.2017 - 01.2019
Processed payments, loans/financing and brokerage accounts.
Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Reduced call escalations by empowering agents with necessary tools, knowledge, and decision-making authority.
Answer escalated calls and/or payment issues
Ensured adherence to company policies and procedures while fostering a positive work environment that promoted teamwork collaboration among colleagues.
Evaluate staff effectiveness and performance annually or on at-need basis
Participated in and created volunteer opportunities
Member Service Representative-Team Lead
HSA Bank a Division of Webster Bank
09.2014 - 12.2017
Assisted members with online banking, mobile banking and account documentation/updates.
Provided knowledge about HSA, HRA, FSA accounts.
Verified member identification and documentation for compliant transactions.
Promoted superior experience by addressing member concerns, demonstrating empathy, and resolving problems swiftly.
Brokerage and Savings account management
Educated members of Pension and 401k options.
Medical Receptionist
Lake View Terrace Rehabilitation Center
06.2012 - 09.2014
Adhered to strict HIPAA guidelines to protect patient privacy.
Improved front office organization by implementing new filing systems and maintaining cleanliness in waiting areas.
Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
Obtained payments from patients and scanned identification and insurance cards.
Education
Some College - Nursing
MATC
Milwaukee, WI
09.2021
High School Diploma -
Messmer High School
Milwaukee, WI
06.2012
Skills
Administrative and Office Support
Analytical Skills
Customer Relations
Negotiation
Technical Support/Troubleshooting
Project Management
CRM Software
Sales/Marketing
Healthcare/Banking
Financial services Proficient in Microsoft Office Outlook 365-Word, Adobe, Excel, PowerPoint, MASK, CUSP, Hogan
Certification
Food Handler/ TABC Certification
Driver's License
Early Childhood Education
Dietary Aide
Volunteer Experience
Breast Cancer Awareness
Habitat for Humanity
Boys and Girls Club
Timeline
Client Relations Specialist
Eteam
01.2019 - 04.2024
Call Center Lead/Supervisor
US Bank
12.2017 - 01.2019
Member Service Representative-Team Lead
HSA Bank a Division of Webster Bank
09.2014 - 12.2017
Medical Receptionist
Lake View Terrace Rehabilitation Center
06.2012 - 09.2014
Some College - Nursing
MATC
High School Diploma -
Messmer High School
Food Handler/ TABC Certification
Driver's License
Early Childhood Education
Dietary Aide
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