Summary
Overview
Work History
Education
Skills
Timeline
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Elizabeth Caswell

Waupun,WI

Summary

Enthusiastic and ambitious customer service specialist with wide-spread transferable skills in management, sales, and operations. Exceptional ability to connect with people and understand their wants, needs, and desires and delivering legendary service on every interaction.

Overview

16
16
years of professional experience

Work History

Universal Banker

Fox Valley Savings Bank
Waupun, WI
02.2020 - Current
  • Assessed customer needs and upsold products and services to maximize retail sales.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.
  • Completed daily cash balancing, including the ATM.
  • Advised customers on bank products, services and financial planning options.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Maintained confidentiality of bank records and client information.
  • Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Completed routine transfers, deposits and bill payments.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Delivered exceptional service to customers in person or over telephone.

Customer Service Representative

Spectrum - Charter Communications
Fond Du Lac , WI
05.2016 - 12.2019
  • Assisted customers with a warm and professional attitude.
  • Processed orders, customer transactions, refunds , and exchanges.
  • Handled emails , inbound call and outbound calls.
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Evaluated customer account information to assess current issues and determine potential solutions.

Cashier/CSR/MOD

Pick N Save - Roundy's
Columbus, WI
06.2007 - 05.2016
  • Main duties include ringing up sales, bagging items, requesting price checks, honoring coupons, collecting payment and giving appropriate change.
  • Responsible for counting the contents of cash register drawer at the end of each shift, maintaining receipts, records and withdrawals.

Education

High School Diploma -

Fall River High School
2010

Some College (No Degree) - Medical Coding

Moraine Park Technical College
Beaver Dam , Wi

Skills

  • Credit card payment processing
  • Technologically savvy
  • Organizational strengths
  • Office equipment proficiency
  • Call center experience
  • Customer relations
  • Microsoft Office expertise
  • Courteous demeanor
  • High-energy attitude
  • Inbound and outbound calling
  • Active listening
  • Financial Institution Regulations
  • New Account Setup
  • Dual Control Vaults
  • CRM Systems
  • Relationship Building
  • Verbal and Written Communication
  • Problem Solving
  • Bank Deposits
  • Customer Service-Oriented
  • Sorting and Filing
  • Cash Drawer Reconciliation
  • Honest and Ethical
  • Quality Control
  • Honest and Dependable

Timeline

Universal Banker

Fox Valley Savings Bank
02.2020 - Current

Customer Service Representative

Spectrum - Charter Communications
05.2016 - 12.2019

Cashier/CSR/MOD

Pick N Save - Roundy's
06.2007 - 05.2016

High School Diploma -

Fall River High School

Some College (No Degree) - Medical Coding

Moraine Park Technical College

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Elizabeth Caswell