Chyanne Peterson
Keller
Summary
Dynamic professional with extensive experience at Charles Schwab, excelling in payment processing and customer service. Proven ability to assess documents for compliance and resolve complex inquiries through effective team collaboration. Recognized for meticulous attention to detail and adaptability in fast-paced environments, ensuring high standards of client satisfaction.
Overview
12
12
years of professional experience
Work History
Specialist
Charles Schwab
Westlake
01.2021 - 05.2025
- Assessed documents for compliance with legal regulations and company policies.
- Reviewed forms related to money transfers.
- Processed outgoing payments accurately and efficiently.
- Managed incoming calls and assisted the department or individual with the estate questions they had.
- Performed follow-up calls to financial advisors as necessary to ensure satisfactory resolution of client inquiries.
Account Service Representative
TD Ameritrade
Southlake
02.2016 - 01.2021
- Processed customer requests for payment services, or changes to existing accounts.
- Participated in ongoing training programs designed to stay up-to-date on industry trends.
- Responded promptly to team inquiries via email, and online chat support systems.
- Collaborated with other departments to resolve complex customer issues quickly.
- Ensured compliance with company policies and procedures when handling customer transactions.
Front End Supervisor
Kroger
Fort Worth
01.2013 - 08.2015
- Investigated incidents reported by customers or staff members involving theft or fraud at the checkout area.
- Monitored cash register transactions to ensure accuracy and compliance with company policies.
- Trained new employees in customer service techniques and store policies.
- Resolved customer complaints in a professional manner.
- Established key performance indicators for front end personnel and monitored progress against them regularly.
Education
High School Diploma -
Tarrant County College
Fort Worth, TXSkills
- Payment processing
- Customer service
- Attention to detail
- Document assessment
- Team collaboration
- Adaptability
Timeline
Specialist
Charles Schwab
01.2021 - 05.2025
Account Service Representative
TD Ameritrade
02.2016 - 01.2021
Front End Supervisor
Kroger
01.2013 - 08.2015
High School Diploma -
Tarrant County College
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