Katie Marsh

Investigated and resolved customer inquiries and complaints quickly.

Responded to customer requests, offering excellent support and tailored recommendations to address needs.

Delivered prompt service to prioritize customer needs.

Exhibited high energy and professionalism when dealing with clients and staff.

Met customer call guidelines for service levels, handle time and productivity.

Educated customers about billing, payment processing and support policies and procedures.

Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.

Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.

Processed customer transactions promptly, minimizing wait times.

Educated customers on banking products, enabling them to make informed decisions about their banking needs

Submitted Fraud Claims

Assisted customers and agents with retirement accounts

Processed transactions for customer payments,

Handled customer proprietary information,

Maximized satisfaction by anticipating needs, provided frontline customer support, and developed strong customer relationships.

Assisted customers with IRAS and 401ks

Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Verified accuracy of customer account information and updated when necessary.

Took ownership of customers issues to follow problems through to resolution.

Provided customers with detailed information on company products, services and materials.

Responded to customer inquiries via phone, email and web-based platforms.

Developed customized reports for clients detailing their account performance and growth over time.

Supported clients during annual enrollment periods by promptly addressing questions and concerns about their retirement options.

Developed strong relationships with financial advisors, partnering together to devise tailored retirement strategies for their clients.

Assisted clients with account management tasks, leading to increased customer retention rates.

Adhered to company policies and procedures while responding to customer inquiries in accordance with

established guidelines.

Demonstrated strong organizational skills by accurately recording customer information for future reference and

follow up.

Assisted customers in navigating website features, troubleshooting technical issues, and placing orders online.

Successfully managed escalated customer calls with tact and diplomacy, utilizing conflict resolution strategies when

necessary.

Maintained an organized system for tracking customer inquiries to ensure all issues were addressed promptly.

Adhered to strict confidentiality guidelines when handling sensitive customer information.

Utilized active listening techniques to identify customer needs and effectively provided solutions.

Utilized troubleshooting techniques to identify, analyze and resolve customer issues quickly.

Maintained accurate records of customer interactions and transactions; updated customer information accordingly

Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.

Handled customer complaints and inquiries in a courteous and efficient manner.

Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with

customers.

Developed strong customer relationships and loyalty through effective communication.

Responded to telephone inquiries and complaints following standard operating procedures.

Addressed customers courteously using suitable methods and problem-solving skills.

Utilized problem-solving techniques to identify solutions for complex customer inquiries.