Customer service professional with 8+ years in financial services, recognized for leadership in training, mentoring, and driving team performance. Proven ability to manage high-pressure situations, influence cross-functional teams, and deliver measurable results in customer satisfaction and operational efficiency.
Overview
14
14
years of professional experience
Work History
Customer Relationship Manager
Discover Bank Financial
05.2023 - Current
Analyzed customer feedback to improve products and services, resulting in increased overall satisfaction levels.
Delivered superior customer service to strengthen relationships and drive future business revenue.
Enhanced customer satisfaction by addressing and resolving customer queries, concerns, and complaints in a timely manner.
Assisted customers with opening accounts and signing up for new services.
Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Participated in ongoing training and development, staying current on company policies, products, and procedures to deliver accurate information to customers.
Met customer call guidelines for service levels, handle time and productivity.
Assisted colleagues with challenging client scenarios by sharing expertise and providing constructive feedback on proposed resolutions.
Collections Specialist
Toyota Financial Services
01.2019 - 07.2022
Delivered exceptional service on escalated collection’s calls, while maintaining a calm and professional demeanor
Worked in several different roles within the Collections department
Provided Mentoring and coaching to team members
Assisted with training new hires and creating learning materials
Counseled customers on payment options and arranged installment agreements with a goal of collecting a full payment
Monitored accounts for compliance with established payment plans and flagged non-compliances
Made outbound calls to customers to discuss account status and accurately documented account of any discovered financial hardships
Reviewed and analyzed past due accounts to ensure providing accurate information on what payment options are available to best assist customers with resolving past due balance
Consistently reviewed company’s policies and procedures to assist with making the best decisions for the customer while staying within compliance
Dealer Consultant
ELEMENT FLEET MANAGEMENT
07.2016 - 08.2017
Worked with Element’s network of delivering dealers to answer questions and resolve issues around new vehicle deliveries
Obtain status on new vehicle deliveries and obtain delivery dates, so Element can start billing the customer on new vehicles that have been delivered, which drives revenue
Interacted cross functionally to research and resolve issues related to new vehicle deliveries
Maintained accurate and up to date records on the status of unresolved issues
Responded to dealer inquiries via e-mail and phone
Obtained and recorded status on new vehicle deliveries
Effectively communicated with title and registration department to ensure vehicles were titled properly
Relationship Specialist
BANK OF AMERICA
01.2014 - 04.2016
Interviewed clients to determine current income, expenses, financial objectives, risk tolerance and other information needed to develop a financial plan
Asked open-ended questions to assess customer needs and uncover financial goals
Built long-term customer relationships and advised customers on banking products
Processed credit card and auto loan applications while staying within compliance to banking regulations
Executed credit card payment, stop payments and account transfers
Continued education on current banking products and regulations through weekly training course
Coached new and current team members on different sales techniques to help with meeting performance goals
After sales advisor
IKEA DIRECT
10.2011 - 05.2014
Managed a high-volume of inbound and outbound customer calls
Addressed and resolved customer product complaints and professionally
Gathered and verified all required customer information for tracking purposes
Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment
Assisted customers with ordering via website or by phone and setting up delivery with third-party delivery companies
Reviewed orders and assisted with any delivery or order issues customers experienced
Documented customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
De-escalated irate customers by actively listening and offering solutions
Principal Product Manager (Commercial Payments) at Discover Global Network - Discover Financial ServicesPrincipal Product Manager (Commercial Payments) at Discover Global Network - Discover Financial Services