Summary
Overview
Work History
Education
Skills
Training
Timeline
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CARLA TETA

Clearwater,FL

Summary

Dedicated customer service representative motivated to maintain customer satisfaction and contribute to company success. Proven ability to establish rapport with clients and exceed sales quotas. Reliable and driven, with strong time management and prioritization abilities.

Overview

17
17
years of professional experience

Work History

Biologist Assistant

OneBlood
St Ptersburgh, FL
05.2023 - Current
  • Proactively manage efficient team delivery and output within agreed service levels and business targets
  • Effectively manage business processes within the team, such as time and attendance and ACT reporting, to ensure customer satisfaction and accurate flow of information to internal sources
  • Resolve escalated enquiries and complaints, taking responsibility for the action required where necessary
  • Conduct return to work interviews after absenteeism
  • Conduct call monitoring either by listening into recorded calls or live calls and subsequently undertakes coaching sessions with team members
  • Ensure training and development plans are maintained for all team members
  • Take direct control of team retention levels
  • Use company methodology and own initiatives to ensure retention targets are achieved
  • Provide motivation and management of the team members in order to maintain required levels of retention, attendance and operational excellence
  • Provide clear and constructive feedback to both good and bad performers
  • Disseminates information received from client contact point to the team members as soon as possible and ensure that the team members are fully briefed on information received
  • Developed and implemented effective strategies to ensure accurate list management processes.
  • Analyzed customer databases for accuracy and completeness of contact information.
  • Conducted regular audits of existing lists to identify outdated or inaccurate data.
  • Created user-friendly reports to track list performance and customer engagement.

Account Receivable / Account Manager Commercial I

PODS
09.2019 - 04.2021
  • Manage 17 locations Corporate and Franchisee Responsibilities highlighted on a Collection Representative include processing payments made by credit cards and checks, researching customer disputes and resolving their complaints by making necessary adjustments, and requesting correspondence that documents special payment arrangements
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Created comprehensive reports on account performance and presented them to senior management.
  • Provided training and guidance to new Account Managers.

Accounts Receivable Team Lead

PODS Enterprises
Clearwater, FL
04.2021 - 05.2023
  • Created daily reports on accounts receivable status and issued to management team.
  • Ensured accuracy of customer invoices and payments by verifying data and correcting discrepancies.
  • Supervised a team of 4 Accounts Receivable clerks, providing guidance and direction as needed.
  • Checked postings and documents for correctness, accuracy and proper coding.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Conducted credit checks on potential clients to assess creditworthiness.
  • Utilized accounting software for efficient management of receivables.
  • Assisted in developing and updating accounts receivable procedures.
  • Processed credit memos and adjustments according to company policy.
  • Ensured compliance with financial policies and regulations.
  • Coordinated with sales and customer service departments to resolve billing issues.
  • Calculated income and social security tax deductions.
  • Compiled current budget data from estimated revenues, expenses and prior budgets.
  • Reduced financial discrepancies by verifying accounting statements.
  • Handled accounts payable and receivable, including invoicing and payment processing.

Customer Service Representative

CUSTOMER SERVICE, PODS
02.2019 - 09.2019
  • Made on average of 200 outbound calls daily
  • Help customer's select products that best fit their personal needs
  • Educated customers on different products and service offerings Pods offer

Customer Service Rep A

UNITED ILLUMINATING
09.2009 - 06.2017
  • More than ten years' experience
  • Answered customer's questions and addressed problems and complaints via phone
  • Help customer's select products that best fit their personal needs
  • Educated customers on different products and service offerings
  • Built customer confidence by actively listening to their concerns and giving appropriate feedback
  • Maintain effective relationships with peers and upper management

Personal Banker 1

WAMU
05.2007 - 06.2009
  • Opened new customer accounts, including checking, savings and lines of credit, and loans
  • Managed opening and closing times for the main branch
  • Processed sales referrals and promoted bank services and products
  • Processed cash withdrawals
  • Researched and resolved customer issues regarding personal savings, checking, and lines of credit on accounts

Education

06.2017

Coursework in accounting

06.2009

Skills

  • Active listening skills
  • Energetic work attitude
  • Strong organizational skills
  • Adaptive team player
  • Bilingual
  • Opening/closing procedures
  • Telephone skills
  • ANI
  • Cellnet
  • Focal Point
  • SAP
  • Creative problem solving
  • Data collection
  • Data entry
  • Docu- Sign
  • Regulatory Compliance
  • Performance monitoring
  • Financial Acumen
  • Operations Management
  • Workplace Safety
  • Equipment Maintenance
  • Talent Acquisition
  • Complaint resolution
  • Employee engagement

Training

TRAINING, PERSONAL BANKER, Coursework in accounting

Timeline

Biologist Assistant

OneBlood
05.2023 - Current

Accounts Receivable Team Lead

PODS Enterprises
04.2021 - 05.2023

Account Receivable / Account Manager Commercial I

PODS
09.2019 - 04.2021

Customer Service Representative

CUSTOMER SERVICE, PODS
02.2019 - 09.2019

Customer Service Rep A

UNITED ILLUMINATING
09.2009 - 06.2017

Personal Banker 1

WAMU
05.2007 - 06.2009

Coursework in accounting

CARLA TETA