Summary
Overview
Work History
Education
Skills
Timeline
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Chantel Williams

Greensboro ,NC

Summary

Accomplished Financial Advisor with a proven track record at UNC Health Care, specializing in financial planning and client relations. Leveraged financial advising and customer complaint resolution skills to enhance client satisfaction and loyalty. Mentored teams to exceed sales goals, achieving a notable increase in customer referrals through strategic account management and personalized service.

Recent graduate with foundational knowledge in Area of study and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

12
12
years of professional experience

Work History

Financial Advisor

UNC Health Care
08.2021 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Senior Executive Account Manager

Pra Group
02.2018 - 08.2024
  • Implemented tailored account management strategies, resulting in increased customer loyalty and trust.
  • Developed long-term account plans in collaboration with clients, aligning objectives to drive mutual success.
  • Mentored junior account managers, providing guidance on best practices for managing complex accounts.
  • Served as the primary point of contact for escalated issues, resolving conflicts professionally and diplomatically to maintain positive client relationships.
  • Increased client satisfaction by strengthening relationships and consistently delivering on commitments.
  • Established a reputation as a trusted advisor among clients, leading to increased referrals and long-term business partnerships.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Assistant Customer Service Manager

Unite Healthcare
08.2019 - 12.2021
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Assisted in training new hires on company policies, procedures, and software systems to ensure seamless integration into the team.
  • Coordinated staff schedules to maintain optimal coverage during peak service hours.
  • Enhanced customer satisfaction by promptly addressing and resolving complaints and issues.
  • Collaborated with fellow managers to identify areas of improvement for overall customer service operations.
  • Managed challenging situations involving dissatisfied customers with diplomacy while maintaining professionalism under pressure.
  • Implemented new strategies for reducing wait times and improving first-call resolution rates, resulting in improved customer satisfaction scores.
  • Monitored compliance with company policies and industry regulations related to privacy protection and data security within the customer service department.

Customer Service Manager

Walmart
03.2013 - 08.2018
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Took ownership of customer issues and followed problems through to resolution.
  • Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
  • Reduced customer complaints, proactively addressing issues and implementing effective solutions.

Education

Associate Degree In Nursing -

Alamance Community College
Graham, NC

Skills

  • Debt management
  • Financial Advising
  • Sales and Marketing
  • Client Relations
  • Financial Services
  • Financial Planning
  • Attention to Detail
  • Customer Referrals
  • Microsoft Excel
  • Customer Complaint Resolution
  • Cash Management Strategies

Timeline

Financial Advisor

UNC Health Care
08.2021 - Current

Assistant Customer Service Manager

Unite Healthcare
08.2019 - 12.2021

Senior Executive Account Manager

Pra Group
02.2018 - 08.2024

Customer Service Manager

Walmart
03.2013 - 08.2018

Associate Degree In Nursing -

Alamance Community College

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Chantel Williams