Elissa Chavez

• Communicated Optimum packages, promotions, and account options to prospective customers, facilitating informed decision-making.
• Achieved aggressive sales goals through targeted strategies. and maintain consistent productivity.
• Managed inbound Optimum calls for internet, TV, and phone service inquiries, ensuring customer satisfaction.

Processed new service orders using Optimum billing and order systems.

• Verified customer details and service eligibility during call intake.

• Initiated the process of setting up new accounts.
• Processed new client account applications for Flagstar Advisors wealth management team.
• Coordinated account openings with advisors, operations, and custodial support teams.
• Assist advisors with any questions regarding account opening.
• Manually opened accounts to facilitate onboarding processes.
• Review account opening documents for accuracy and compliance.
• Perform background verification on all accounts.
• Verify identity, tax forms, and account documents for compliance review.
• Perform ofac and id verification checks on all accounts opened.
• Update accounts with any changes and maintenance.
• Ensure all accounts are reviewed, coded and imaged properly.
• Maintain file records and ensure documentation is received, recorded and imaged properly.
• Process documents and collect information for account approval.
• Reviewed transfer paperwork, beneficiary forms, and signature requirements for accuracy.
• (Signature Securities) subsidiary of Flagstar Bank

• Assisted clients in setting up profiles and activating tokens for wires and ACH transactions, facilitating smooth online banking experiences.
• Answered a high volume of calls and responded to email on a daily basis from clients and PCG's regarding banking queries
• Performed ancillary duties to enhance client service efficiency. - Estatements, FIS Debit card Alerts, Linking accounts to their online profile and resetting their passwords.
• Reviewing Client account documentation and taking responsibility for information being accurate and ensuring it satisfies the bank's security measure including compliance and corporate security
• Generated electronic reports weekly to track client transactions
• Executed e-reports on a regular basis
• Prioritized customer service and client satisfaction.

• Worked as a Sales Associate for the storage company
• Delivered friendly, courteous, and accurate service to customers, enhancing overall customer experience.
• Advised guests on tailored storage options to meet their needs, facilitating informed decisions.
• Processed payments and addressed phone inquiries, ensuring smooth transaction flow and customer satisfaction.
• Recorded customer account information accurately and process any requests on customer accounts.
• Performed administrative tasks to support customer account management necessary to assist customers with accounts.
• Conducted facility checks to ensure security of storage units to verify all units are secure and the business is operating normally
• Assisted with additional responsibilities to ensure workflow continuity
• Prioritized customer satisfaction in all interactions is my top priority

• Provided support to customers in managing cable accounts to enhance satisfaction and retention.
• Communicated with customers to resolve complaints and improve overall service experience.
• Retained customers through strategic engagement and effective upselling techniques.
• Assisted current and prospective customers with their cable accounts.

• Handled incoming escalated calls, resolving client issues with high accuracy to enhance customer satisfaction.
• Tracked calls and complaints to document client issues, ensuring comprehensive follow-up and resolution.
• Resolved customer issues promptly or complaints with the highest level of service.

• Handled incoming client calls, identifying opportunities for personal banking product referrals.
• Handled client issues related to banking products and services in a timely manner.
• Addressed client questions to ensure compliance with company standards and enhance customer satisfaction.