Darin Plummer
Moundsview MN,MN
Summary
Dynamic financial professional with long-standing record of success within customer-centric environments. Adept at scaling customized solutions which align to unique client needs to enhance satisfaction and retention. Multi-faceted leader recognized for excellent interpersonal, communication, analytical, problem solving, and decision making skills. Technically proficient in MS Office Suite. Areas of expertise include: Consultative Services | Financial Transactions | Regulatory Compliance | Team Leadership | Issue Resolution | Retirement Products | Mutual Funds | Pension Planning | Annuities | Best Practices | Continuous Improvement
Overview
22
22
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Ameriprise Financial
01.1998 - 01.2020
- Executed a wide range of customer-facing services to promote the highest level of satisfaction. Operated as a key point of contact in resolving a broad spectrum of inquiries, queries, and escalations. Derived comprehensive solutions to align to unique customer requirements. Provisioned consultative services in financial transactions, out-processing transfers, third-party engagements, mutual funds certificates, 403(B) retirement products, and 401(K) pension plans. Ensured compliance to all applicable regulatory frameworks, service level agreements, quality assurance measures, and performance standards.
- Utilized advanced analytical and problem solving skills to ameliorate complex issues.
- Championed the highest level of customer service to enhance overall retention rates.
- Demonstrated innovative problem solving capabilities in fast-paced and challenging environments.
- Cultivated a transformative work environment committed to operational excellence.
- Showcased robust attention to detail, pragmatic leadership capability, and robust decision making capacity.
- Leveraged Kaizen and LEAN methodologies to bolster efficiency, accuracy, and productivity.
Education
High School Diploma -
Bishop Gallagher HS
Harper Woods, MISkills
- Customer service
- Active listening
- Critical thinking
- Data entry
Certification
- Series 6 and Series 63 Licenses
- Kaizen Certification
- LEAN Six Sigma Methodologies
- Leadership Training
Timeline
Customer Service Representative
Ameriprise Financial
01.1998 - 01.2020
High School Diploma -
Bishop Gallagher HS
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