Provide exemplary customer service as the first point of contact for members, addressing inquiries and handling financial transactions with confidentiality
Identify opportunities to enhance member relationships through account deposits, loan referrals, and promoting credit union products
Ensure compliance with Federal Regulations, including BSA, and assist in reports, trends, and meetings
Demonstrate strong attention to detail and accuracy in processing financial transactions and troubleshooting issues
Maintained extensive and timely interaction with members to address inquiries and resolve issues efficiently.
Disability Claims Analyst Rep
The Hartford
08.2018 - 09.2021
Managed the processing and adjudication of short-term disability claims, ensuring compliance with policy provisions and regulatory requirements
Provided timely and accurate support to claimants, policyholders, and the claims department
Interacted extensively with insured parties, claimants, and providers to gather information, provide updates, and address inquiries regarding short-term disability claims
Demonstrated empathy and professionalism in resolving customer concerns and ensuring a positive customer experience throughout the claims process.
Customer Account Executive - Sales
Comcast Cable (Xfinity)
11.2016 - 07.2018
Demonstrated strong negotiation skills and attention to detail in sales and account management
Analyzed customer data to understand needs and provided tailored solutions
Collaborated with cross-functional teams to support business objectives.
Financial Advisor – Customer Care Professional
American Express
11.2010 - 10.2016
Meet or exceed performance metrics and targets for customer satisfaction, call quality, productivity, and other key performance indicators (KPIs) as established by American Express
Adhere to regulatory requirements and compliance standards governing the financial services industry, ensuring accurate and ethical conduct in all interactions with cardmembers and handling of sensitive financial information
Resolved complex issues related to unauthorized transactions, billing errors, and account disputes, demonstrating strong analytical skills and attention to detail
Conducted thorough investigation of disputed transactions and account activities, analyzing account statements, transaction histories, and customer communications to determine liability and resolve claim disputes.