Doreen Phiri
Gahanna,OH
Summary
Banking professional recognized for consistently surpassing client satisfaction goals. Proficient in fostering client relationships by utilizing strong interpersonal skills and clear communication. Works alongside internal specialists to offer integrated financial services. Contributions have resulted in marked improvements in customer satisfaction and streamlined operations.
Overview
4
4
years of professional experience
Work History
VIRTUAL BANKER II
JP Morgan Chase
09.2024 - Current
- Managed client banking relationships through an advice-based approach, ensuring optimal product and service alignment.
- Acquired and deepened client relationships using a value-added, relationship-oriented strategy.
- Established trust and built lasting relationships by engaging customers, asking open-ended questions, and active listening.
- Collaborated with specialists including Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to address specialized financial needs.
HELP DESK SUPPORT SPECIALIST
Cambium Learning Group
01.2024 - 08.2024
- Provided first-line support for users experiencing technical issues, effectively diagnosing and resolving software-related problems.
- Collaborated with IT teams to implement system updates and enhancements based on user feedback and technical requirements.
- Logged and tracked user inquiries in the CRM system, ensuring timely follow-up and resolution of all requests.
PATIENT SERVICES REPRESENTATIVE
Quantum Health
12.2021 - 08.2024
- Guided members with empathetic, individualized advice tailored to health plan specifics.
- Verified benefits and created treatment authorizations according to health plans.
- Identified additional member needs by asking probing questions.
- Provided resources and solutions beyond standard healthcare benefits.
Education
BS - Business Administration
Johnson And Wales University
Providence, RI12-2027
Skills
- Effective communication
- Team collaboration
- Cross-selling strategies
- Financial advisory
- Relationship management
- Customer relationship management
Timeline
VIRTUAL BANKER II
JP Morgan Chase
09.2024 - Current
HELP DESK SUPPORT SPECIALIST
Cambium Learning Group
01.2024 - 08.2024
PATIENT SERVICES REPRESENTATIVE
Quantum Health
12.2021 - 08.2024
BS - Business Administration
Johnson And Wales University