Charquanna Montgomery
Montgomery,USA
Summary
I am a confident business professional with over 10 years of customer service who can accurately provide valuable insight that will implement successful changes in attempts to ethically drive company sales upward on a corporate level. I possess leadership as well as ownership skills. I’m hoping to get with a company that aligns my long term career goals. I am very dependable. I am long for long term and stability. I am open to opportunity for growth.
Overview
7
7
years of professional experience
Work History
Personal Banker
Regions
USA
07.2024 - 05.2026
- Analyze financial transactions and customers activities to detect and prevent fraud.
- Investigate potential fraud cases and gather information.
- Document findings and prepare reports management and relevant stakeholders.
- Utilize data analysts tools and techniques to identify fraud patterns.
- Develop strategies to identify and mitigate fraud through systems innovations.
- Collaborate with other departments to improve prevention efforts.
- Monitor financial transactions and customers accounts for suspicious or unusual activity.
Customer Service Representative
Alorica
Montgomery, Alabama
03.2021 - 06.2024
- Emailed members their annual health assessment interview invite.
- Sent out medication refill reminders to members via email or text.
- Assisted with members via chat, email, and phone to answers any questions about medication.
- Updated members demographics in the system.
- Scheduled patient’s appointment.
- Sent out prior authorization statuses to members via email and texts.
- Spoke with members via chat and emails that may have questions about EOB.
Retention Customer Service
Sykes
Montgomery, Alabama
01.2019 - 02.2021
- Assisted customers with online banking.
- Replaced debit and credit cards.
- Updated customers demographics.
- Assisted customers with ordering checks.
- Assured customers with fraud alerts.
- Assisted customers with filing disputes.
Education
High School Diploma - High School
Covenant Academy
05.2013
Skills
- Administrative Experience
- Clerical Experience
- Microsoft Outlook
- Medical Records
- Insurance Verification
- Chat
- Accounts payable
- Technical support
- Chat and email experience
- Escalation
- Data Entry
- Type 65 WPM
- Bank deposit preparation
- Currency handling
- Cash-handling procedures
AWARDS AND ACKNOWLEDGEMENTS
Promoted to escalation teams 2020, Employee of the Month Jan 2021, Most sales Sept 2019, All stats met for an entire year
Timeline
Personal Banker
Regions
07.2024 - 05.2026
Customer Service Representative
Alorica
03.2021 - 06.2024
Retention Customer Service
Sykes
01.2019 - 02.2021
High School Diploma - High School
Covenant Academy