Charlie Whelan
Lexington,KY
Summary
Customer Service Representative with background in providing exceptional support and resolving customer inquiries. Skilled in communication, problem-solving, and maintaining positive relationships with customers. Demonstrated ability to improve customer satisfaction and loyalty through attentive service and effective issue resolution. Committed to enhancing team performance by sharing knowledge and best practices in customer service operations.
Overview
6
6
years of professional experience
Work History
Service Associate III
Stock Yards Bank & Trust
Georgetown, Kentucky
12.2024 - Current
- Performed opening and closing duties, including auditing drawers, reviewing daily logs, and assisting the office manager with manager reports.
- Provided supervision to the teller line members to improve growth and development.
- Promoted available products and services to customers during lobby interactions and phone calls.
- Assisted customers with lending needs while reviewing loan applications to confirm completeness and accuracy.
Service Associate II
Stock Yards Bank & Trust
Morehead, KY
12.2023 - 12.2024
- Demonstrated product knowledge to customers by providing detailed information about the products and services offered.
- Met with applicants to obtain information for loan applications and answer questions about process.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
Service Associate I
Stock Yards Bank & Trust
Morehead, KY
05.2023 - 12.2023
- Greeted customers and assessed their needs.
- Processed customer transactions in an efficient and accurate manner.
- Provided exceptional customer service to ensure customer satisfaction.
Campus Tour Guide
Morehead State University
Morehead, KY
08.2019 - 05.2023
- Greeted prospective students and their families upon arrival to campus.
- Conducted tours of various academic buildings, residence halls, and recreational facilities.
- Created content for social media outlets highlighting aspects of university life.
- Collaborated with staff members in other departments to ensure a successful visit experience.
- Trained colleagues.
Education
BBA - Marketing
Morehead State University
Morehead, KY05-2023
Skills
- Customer service excellence
- Problem-solving abilities
- Communication Planning
- Leadership
- Time management abilities
- Team building
Affiliations
- President of Sigma Alpha Epsilon Kentucky Gamma Chapter 2022-2023.
- Community Service Chair of Sigma Alpha Epsilon Kentucky Gamma Chapter 2021-2023.
- Morehead State University Homecoming Court 2022.
Timeline
Service Associate III
Stock Yards Bank & Trust
12.2024 - Current
Service Associate II
Stock Yards Bank & Trust
12.2023 - 12.2024
Service Associate I
Stock Yards Bank & Trust
05.2023 - 12.2023
Campus Tour Guide
Morehead State University
08.2019 - 05.2023
BBA - Marketing
Morehead State University
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