Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
Work History
Telephone Customer Service Representative
SouthlandCU
03.2023 - Current
Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
Managed high-stress situations calmly, demonstrating empathy while working towards mutually beneficial resolutions for both the company and the customer.
Effectively diffused customer complaints, turning potentially negative experiences into opportunities for positive outcomes and continued business relationships.
Facilitated sales opportunities through effective upselling and cross-selling techniques during interactions with customers.
Case Manager
DG Therapy Group
06.2022 - 11.2022
Helped patients receive appropriate, high-quality care with reasonable results.
Partnered with physicians, social workers, activity therapists and case managers to develop and implement individualized care plans and documented patient interactions and interventions in electronic charting systems.
Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations and procedural costs.
Evaluated treatment plans against individual goals and healthcare standards.
Managed caseload of 60 children provided comprehensive, community-based care.
Associate Customer Service Representative
Wells Fargo
11.2020 - 06.2022
Communicated with management when customer issues escalated and worked to find resolutions.
Identified and responded to customer requests and concerns through email, online chat and phone for both English Spanish-speaking customers.
Resolved concerns with products or services to help with retention and drive sales.
Answered up to 60+ calls per day in busy, fast-paced office for both English and Spanish-speaking customers.
Updated and maintained information in customer accounts.
Processed orders, credits and tracked returns.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Met customer call guidelines for service levels, handle time and productivity.
Delivered prompt service to prioritize customer needs.
Managed timely and effective replacement of damaged or missing products.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Sought ways to improve processes and services provided.
Attended telephone skills and program information training sessions to boost aptitude.
Personal Banker
Wells Fargo
06.2014 - 10.2020
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted financial products by maintaining excellent service offering knowledge.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Expanded client base by promoting new financial products.
Performed vault duties to handle large deposits of up to $100,000 and distribute currency to coworkers.
Identified and investigated variances to financial plans and forecasts.
Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Backed up teller team by handling needs of new and existing customers at main counter.
Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Assistant Store Manager
Speedy Cash Loans
06.2008 - 05.2014
Maintained positive customer relationships by responding quickly to customer service inquiries.
Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
Provided weekly work schedules to employees to accommodate business demands and vacation requests.