Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Offering strong multitasking, problem-solving and communication skills, as well as strengths in promoting products and finalizing sales. Successful at giving customers positive experiences to drive loyalty and repeat business. Trained in Billing, Data Entry, Customer Service and Sales. Eager and able to learn new processes or programs quickly.
Overview
12
12
years of professional experience
Work History
Client Services Representative II
Riverview Bank
05.2024 - Current
Enhanced client satisfaction by providing timely and accurate information on products and services.
Upselling products and services when appropriate for clients and understanding client needs
Knowledge of CDs, Savings, Checking, and other deposit accounts
Developed customized solutions for clients, addressing their unique requirements and preferences.
Professional client correspondence via phone, email, and standard mail.
Process, record, track and verify various types of financial transactions, information, and events.
Processed account maintenance
Complete reports and forms accurately for management review.
Provide general administrative and word processing assistance on special project work as needed by the Operations Department.
Knowledge of the Debit Card processing system to support customer inquiries, travel notices, reissues, and limit increases.
Customer Service & Billing Advisor
Portland General Electric Co.
05.2022 - 04.2024
Delivered exceptional customer service by leveraging extensive knowledge of products, services and creating a welcoming, positive experience.
Highly organized with the ability to multitask and manage competing priorities while maintaining high attention to detail
Managed over 50 customer calls per day
Comprehensive knowledge of complex applications, procedures, and regulations in the electrical industry
Quick learner with the ability to adapt processes and learn new systems as needed
Excellent communication and interpersonal skills to effectively understand and relate to customer needs
Adept problem-solver with the ability to troubleshoot and resolve customer issues promptly and efficiently
Ability to stay calm and collected in high stress situations while assisting customers in need
Strong team player with the ability to collaborate across departments to achieve common goals
Bank Teller/Vault Teller
JPMorgan Chase
07.2017 - 05.2019
Proficient in handling daily cash transactions, including deposits, withdrawals, and transfers, while accurately balancing and reconciling cash drawers at the end of each shift
Experienced in providing exceptional customer service while processing client transactions, responding to inquiries, and resolving issues in a timely and professional manner
Skilled in managing the vault, including accepting and disbursing cash and other financial instruments, tracking transactions, and maintaining accurate records of daily inventory levels
Knowledgeable in various banking products and services, including opening new accounts, processing loan applications, and providing product details to clients
Experienced in adhering to established security protocols and procedures, ensuring the safety and security of all clients and bank assets
Proficient in utilizing banking software to access account information and perform transactions while ensuring the protection of sensitive client data
Highly organized with the ability to manage competing priorities, multitask effectively, and maintain a high level of accuracy and attention to detail in a fast-paced banking environment.
Corporate Research Analyst
DiscoverOrg
05.2016 - 12.2016
Proficient experience in conducting market research, competitor analysis, and data analysis to support organizational decision-making and strategy formulation
Expertise in making high volume outbound calls to clients for the purpose of gathering market intelligence and insights
Skilled in managing large datasets and analyzing complex information using a variety of software tools and techniques
Proven track record of meeting and exceeding performance metrics related to research quality, timeliness, and overall productivity
Exceptional time-management skills with the ability to prioritize work effectively and meet deadlines consistently
Proficient in data entry and record keeping techniques, ensuring accurate and up-to-date client and research information
Ability to work independently as well as collaboratively in a team setting, with a strong sense of ownership and accountability for research deliverables and outcomes.
Analyzed large volume of data to identify patterns, trends and correlations.
Customer Service Billing Specialist
Charter Communications
12.2014 - 05.2016
Researched and resolved billing discrepancies to enable accurate billing.
Assisted with billing inquiries and provided timely responses to enhance customer satisfaction.
Answered high volume of calls daily, assisted customers, responded to complicated problems and inquiries
Coordinated with supervisor on tasks; upselling of products and services
Utilized various software programs to process customer payments.
Vault Teller
Columbia State Bank
03.2013 - 03.2014
Utilized own initiative daily and multi-tasked many complex duties
Maintained, organized and stocked teller window areas.
Answered calls and assisted customers; greeted and assisted in-person customers
Wrote and distributed customer correspondence.
Processed large/small cash transactions
Upselling of credit cards and help with completing application process
Balanced staff and vault at end of day
Performed vault, alarm and door duties to facilitate opening and closing of operations.
Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
Clinique Beauty Representative
Macy's
09.2012 - 01.2013
Stocked merchandise, clearly labeling items, and arranging according to size or color.
Arranged merchandise to present visually appealing displays and attract clientele.
Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Managed efficient cash register operations.
Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
Provided exceptional services and pleasant shopping experiences to retail customers.
Education
CENTRALIA COLLEGE
Centralia, WA
High School Diploma -
CENTRALIA HIGH SCHOOL
Centralia, WA
06.2010
Skills
Motivated self-starter
Reliable, organized, and efficient
Proficient with Microsoft Word and Microsoft Excel
Word Processing
Expert Customer Service Advisor
Data Entry
Trained in 10-Key
Typing of 65 wpm
Managing Multiple Tasks
Prioritization
Timeline
Client Services Representative II
Riverview Bank
05.2024 - Current
Customer Service & Billing Advisor
Portland General Electric Co.
05.2022 - 04.2024
Bank Teller/Vault Teller
JPMorgan Chase
07.2017 - 05.2019
Corporate Research Analyst
DiscoverOrg
05.2016 - 12.2016
Customer Service Billing Specialist
Charter Communications
12.2014 - 05.2016
Vault Teller
Columbia State Bank
03.2013 - 03.2014
Clinique Beauty Representative
Macy's
09.2012 - 01.2013
CENTRALIA COLLEGE
High School Diploma -
CENTRALIA HIGH SCHOOL
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