Diamond Douglas
Orlando,FL
Summary
Dynamic Financial Service Associate with a proven track record at Amscot, excelling in customer relationship management and cash handling. Recognized for enhancing operational efficiency and fostering long-term client relationships. Adept at navigating complex financial situations, delivering tailored solutions, and training staff to elevate service standards. Committed to achieving sales targets and optimizing service delivery.
Overview
7
7
years of professional experience
Work History
Financial Service Associate
Amscot
Orlando, FL
04.2021 - Current
- Assisted customers with financial inquiries and transactions to ensure satisfaction and accuracy.
- Processed loan applications and conducted credit assessments for prospective clients.
- Developed knowledge of financial products to effectively educate clients on options available.
- Maintained compliance with regulatory standards during all customer interactions and transactions.
- Trained new employees on procedures and customer service best practices to support team development.
- Collaborated with team members to enhance service delivery and streamline operations.
- Identified opportunities for process improvements, contributing to increased operational efficiency.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Maintained updated records of all financial transactions to support traceability.
- Resolved complex customer issues, ensuring timely follow-up and fostering long-term relationships.
Digital Personal Shopper
Walmart
Orlando, FL
01.2019 - 09.2021
- Developed personalized shopping lists based on customer preferences and needs.
- Leveraged Walmart's online ordering system to streamline product selection and delivery.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Trained new staff on best practices for efficient shopping and inventory management.
- Collaborated with team members to optimize store layout for enhanced shopping experience.
- Implemented strategies to improve product visibility and accessibility within the store.
- Led initiatives to reduce wait times during peak shopping hours through effective scheduling.
- Analyzed customer feedback to refine service offerings and enhance satisfaction levels.
- Tracked substitutions and informed customers of changes.
- Placed completed orders in labeled, temperature-appropriate storage pending customer pick up.
- Consistently met deadlines and quality goals for accuracy and timeliness.
- Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
- Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.
- Reviewed customer orders closely to locate desired items and checked app regularly to identify changes.
Education
High School Diploma -
Evan’s High School
Orlando, FLSkills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
Accomplishments
I completed a course for my Notary Public certification.
Timeline
Financial Service Associate
Amscot
04.2021 - Current
Digital Personal Shopper
Walmart
01.2019 - 09.2021
High School Diploma -
Evan’s High School