COREY WISE
Cincinnati,OH
Summary
Dynamic and adaptable professional with extensive experience at Fidelity Investments, adept in relationship building and computer literacy. Excelled in enhancing customer experiences through effective communication and proactive problem-solving. Demonstrated success in teamwork and independent settings, significantly improving client satisfaction.
Overview
9
9
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
07.2021 - 05.2024
- Served as first point of contact with clients using call interaction models to connect with clients and uncover their needs
- Provided exceptional customer service to internal and external customers by promptly responding to inquiries, resolving complaints, and providing accurate information
- Used Fidelity's systems to accurately process money movement and security transactions
- Maintained accurate records of client interactions and transactions using CRM software
- Adhered to established processes and procedures while handling sensitive customer information securely and confidentially
- Collaborated with cross-functional teams to ensure successful resolution of escalated customer issues
- Demonstrated ability to work independently as well as part of a team within a fast-paced environment
- Assisted colleagues with troubleshooting technical issues related to the company's products or services.
Front End/Cashier Team Member
Whole Foods Market
05.2019 - 12.2020
- Worked to maintain attractive customer service displays ensuring a positive shopping experience for customers.
- Enhanced customer satisfaction by providng efficient and friendly service during check out.
- Upheld government regulations concering sale of alcoholic beverages and taxation
- Followed proper check, ATM, and credit procedures.
- Used proper tares procedures when ringing up scalable items.
- Followed all cash handling procedures - meeting regional cashier variance policy.
- Assisted with training of new team members.
- Performed daily opening and closing duties such as counting money in the register drawer and reconciling receipts against sales totals.
Retail Sales Associate
Inmotion Entertainment
06.2018 - 04.2019
- Greeted customers and helped with product questions, selections, and purchases.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Provided friendly and knowledgeable assistance to customers on the sales floor.
- Developed strong interpersonal skills to effectively communicate with customers and coworkers.
- Used POS system to process sales and refund transactions.
- Managed inventory levles by monitoring stock movement, restocking shelves, and transfering items from one location to another.
Resident Advisor
Berea College Student Life
08.2015 - 12.2017
- Developed strong relationships with residents, fostering a supportive and inclusive living community.
- Worked in a team environment to oversee students living in residence hall.
- Managed facility's daily operations.
- Served as first resource and example for students in making a smooth transition to campus life.
- Created informative bulletin boards that provided relevant resources related to academics, mental health, and campus life opportunities for students'' personal growth.
- Helped monitor security of building to ensure residents in building were safe.
- Documented and reported any building issues, rule infractions, and any other incidents.
Education
Bachelor of Arts (B.A.) in Sociology - Sociology
Berea College
Berea, KY12.2017
Skills
- Self-starter
- Effective Communication
- Active Listening
- Computer Literacy
- Telephone Etiquette
- Relationship Building
- Interpersonal Skills
- Adaptability
- Teamwork and Collaboration
- Customer Service
Timeline
Customer Relationship Advocate
Fidelity Investments
07.2021 - 05.2024
Front End/Cashier Team Member
Whole Foods Market
05.2019 - 12.2020
Retail Sales Associate
Inmotion Entertainment
06.2018 - 04.2019
Resident Advisor
Berea College Student Life
08.2015 - 12.2017
Bachelor of Arts (B.A.) in Sociology - Sociology
Berea College
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