Chris Neighbors
Wylie,TX
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Financial Industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
6
6
years of professional experience
4
4
Certifications
Work History
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
1 2023 - Current
- Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exceptional Problem-solving skills and demonstrated history of overcoming challenges
- Comfortable with technology and ability to navigate multiple systems simultaneously
- Ability to handle different types of situations, emotions and conversations driving towards a resolution that is suitable for all
- Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making
- Demonstrate empathy and passion for helping people and ensure excellent customer experience through phone interactions
- Service varied customer needs, including balance inquiries, money movement, trading, IRA distributions and questions relating to stocks and mutual funds
- Answer questions and provide resources to deepen client understanding and build confidence
- Current Series 7 & 63.
- Provided exceptional service to high-value clients, ensuring long-term loyalty and repeat business.
Financial Service Representative
TD Ameritrade
Southlake, TX
06.2022 - 11.2022
- Handle escalate calls and resolving client issues by taking appropriate action quickly in a high-risk environment
- Strong interpersonal, verbal and written communication skills
- Able to identify and recommend solutions to both basic and complex issues impacting Risk and/or controls
- Solid Understanding of Schwab policies, procedures, products and services.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Demonstrated high level of initiative and creativity while tackling difficult tasks.
Insurance Agent
IHC Specialty Benefits - Advisor Division
10.2021 - 06.2022
- Manage both inbound and outbound calls through Salesforce and CRM management providing customers with health options based on their individual needs
- Licensed Health Insurance Broker able to sell Under 65 Major Medical on exchange, Major Medical off exchange and private insurance plan options
- AHIP Certified able to sell Medicare through all major carriers
- Sold supplemental Health Options (Accident, Critical Illness, dental indemnity, Trio Med, Foundation Health, HEP, and STM options.
- Analyzed customer needs to provide customized insurance solutions.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Licensed Health Insurance Agent
National General Insurance
03.2019 - 03.2020
- Manage both inbound and outbound calls providing customers with health options based on their individual needs
- Licensed Health Insurance Broker able to sell Under 65 Major Medical on exchange, Major Medical off exchange and private insurance plan options
- Sold dental options (Ameritas, UHC, private dental etc.)
- Sold supplemental Health Options (Accident, Critical Illness, dental indemnity, Trio Med, Foundation Health, HEP, and STM options)
- Licensed in Life Insurance
- Able to sell through CA Health Exchange, WA Health Exchange and NY Health Exchange.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Adapted communication style based on individual client preferences, resulting in improved rapport and higher satisfaction levels.
- Implemented efficient time management practices, allowing for increased productivity while managing multiple tasks simultaneously.
Fraud Analyst
Goldman Sachs
01.2018 - 02.2019
- Apply problem solving/decision making skills to achieve the highest level of customer satisfaction
- Directly interact with customers, review applications and documents, and assess credit worthiness of customers
- Manage both inbound and outbound workflows while independently problem solving and making credit decisions in a fast paced work place
- Subject matter expert in fraud strategy, procedures, and systems (ex
- LexisNexis AML, Threat Metric, Innovis, ID Analytics) to prevent fraud loss and mitigate risk
- Subject matter expert in processing simple and complex credit cases
- Demonstrated leadership by being team POC to answer questions, handle complex cases and nest with new hires.
- Streamlined communication channels between internal departments, enabling swift action to be taken in response to potential fraud risks.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
Education
BBA - Business Administration
UMass Global
Irvine, CA 12.2025 - Current
High School Diploma -
Opportunities For Learning
Dana Point, CA 05.2009 - 01.2009
Skills
POS systems expert
undefinedCertification
NPN, 01/01/21, 01/01/23, 19100374
Additional Information
Over 9 years call center experience, 8 years sales experience with three years in banking specializing in credit and fraud
Assessments
- Sales fit, 02/01/22, Proficient, Measures the traits that are important for success in sales positions
- Sales skills, 02/01/21, Proficient, Influencing and negotiating with customers
Timeline
BBA - Business Administration
UMass Global
12.2025 - Current
Financial Service Representative
TD Ameritrade
06.2022 - 11.2022
Insurance Agent
IHC Specialty Benefits - Advisor Division
10.2021 - 06.2022
Licensed Health Insurance Agent
National General Insurance
03.2019 - 03.2020
Fraud Analyst
Goldman Sachs
01.2018 - 02.2019
High School Diploma -
Opportunities For Learning
05.2009 - 01.2009
Customer Relationship Advocate
Fidelity Investments
1 2023 - Current
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Randolph Roark IIRandolph Roark II
Workplace Planning Consultant at Fidelity InvestmentsWorkplace Planning Consultant at Fidelity Investments
Arturo CastilloArturo Castillo
Workplace Planning Associate at Fidelity InvestmentsWorkplace Planning Associate at Fidelity Investments
SHASHI SHEKAR N SSHASHI SHEKAR N S
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)
CAMBRIA RANDALLCAMBRIA RANDALL
Packing Specialist at SandsRx PharmacyPacking Specialist at SandsRx Pharmacy