Gayle King
Service Specialist II - Disbursements Service HBA
Des Moines,IA
Summary
Service Specialist who is highly energetic, outgoing and detail-oriented. Handles multiple responsibilities simultaneously while providing exceptional branch support. Dedicated Service Specialist bringing resourcefulness and strong financial background combined with exceptional branch support and organizational skills. Approaches each service issue with analytical, level-headed approach to identify needs, resolve problems and maximize branch satisfaction.
Overview
14
14
years of professional experience
Work History
Service Specialist II - Disbursements Service
Edward Jones
Des Moines, IA
06.2023 - Current
- Answered incoming calls promptly and in a courteous manner, addressing branch inquiries with accurate information.
- Utilized computer systems to accurately log branch interactions and tracked call resolution times for quality assurance purposes.
- Maintained up-to-date knowledge of company's products, services and policies in order to assist branches effectively.
- Followed up on branch inquiries not immediately resolved during the phone conversation.
- Suggested process improvements to increase efficiency while providing excellent branch support.
- Engaged in conversation with branches to understand needs, resolve issues and answer system questions.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Salesforce Desktop Surge Team
Senior Branch Office Administrator
Edward Jones
Des Moines, IA
01.2010 - 06.2023
- Provide excellent customer service, financial and administrative support to over 450 clients by preparing portfolios, hypotheticals, quotes, retirement reports, placing trades per financial advisor direction, assisting financial advisor in annuity sales, life sales, transfers, rollovers and marketing.
- Replenish office supplies, placing new orders for restocking to maintain inventory.
- Answer all incoming calls and initiate outgoing calls to proactively support clients.
- Effectively plan and host seminars and client events in the branch office and at outside locations.
- Served as Regional Alzheimer's Walk coordinator for 5 years. Performed duties associated with position including sending related e-mails to the region, planning all booth activities and working with the marketing team and Regional Leader Office to promote event.
- Provide guidance and support as mentor to other regional Branch Office Administrators.
Education
High School Diploma -
Lincoln High School
Skills
- Time management and multi-tasking skills
- Detail-oriented
- Superior communication skills
- Active listening skills
- Product Knowledge
- Inbound and Outbound Calling
- Positive and professional
- Issue resolution
- Call Management
- Adaptive team player
Affiliations
Limited Partner
References
References available upon request.
Timeline
Service Specialist II - Disbursements Service
Edward Jones
06.2023 - Current
Senior Branch Office Administrator
Edward Jones
01.2010 - 06.2023
High School Diploma -
Lincoln High School
Similar Profiles
Kenneth DiamondKenneth Diamond
Financial Advisor at Edward JonesFinancial Advisor at Edward Jones
Reed BowlingReed Bowling
Branch Office Administrator at Edward JonesBranch Office Administrator at Edward Jones
NICOLE K. GALLIMORENICOLE K. GALLIMORE
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones
Jessica MendietaJessica Mendieta
Operations Generalist at EDWARD JONESOperations Generalist at EDWARD JONES
Riley GoemannRiley Goemann
Landscape Foreman at Designs By DayLandscape Foreman at Designs By Day