Summary
Overview
Work History
Skills
Timeline
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Haley Brigman

China Grove,NC

Summary

Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues. Seasoned customer service professional competent in organizing deliveries, dispatching drivers and resolving customer concerns. Detail-oriented, responsive and adaptable to changing conditions. Proficient in client safety regulations and procedures.

Overview

9
9
years of professional experience

Work History

Member Advisor

Allegacy FCU
Davidson, NC
12.2023 - Current
  • Provided guidance to members on how to access and use credit union services, products, and resources.
  • Educated members about available services including loans, mortgages, investments and insurance.
  • Resolved discrepancies between customer balances and bank records quickly and efficiently.
  • Monitored banking activities for suspicious activity or fraud according to compliance regulations.
  • Generated reports on account activity for management review.
  • Followed up with delinquent accounts in a timely manner in order to minimize risk exposure.
  • Developed relationships with existing members through outreach initiatives like community events or volunteer work programs.

Customer Service Assistant/Teller Associate

Allegacy FCU
Davidson, NC
09.2022 - Current
  • Developed and organized electronic files to maintain customer service-related documents
  • Addressed inquiries, resolved customer issues and managed customer relations
  • Met and exceeded productivity targets by handling every interaction with top-notch customer service
  • Operated multi-line phone system and online messaging system to communicate with customers
  • Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication
  • Explained benefits, features and recommendations to maximize client retention
  • Consulted with customers regarding needs and addressed concerns
  • Maintained customer privacy and protected company operations by keeping information private and confidential
  • Performed needs analysis and presented options based on findings to help customers make decisions
  • Handled large amounts of cash and balanced cash drawer daily within prescribed balancing guidelines
  • Assisted customers with making payments or establishing payment plans to bring accounts current.

Caregiver

Taylor'd home care
Cornelius, NC
02.2018 - 06.2020
  • Helped patients during ROM exercises to maintain musculoskeletal functions and increase strength
  • Maintained cleanliness of clients' environment by cleaning surfaces and washing clothes or dishes
  • Contributed to case reviews of client status and progress
  • Followed safe lifting and transferring techniques to transport residents
  • Observed patients for changes in physical, emotional, mental or behavioral condition and injuries
  • Improved patient outlook and daily living through compassionate care.

Server

China grove family house
China Grove, NC
03.2015 - 02.2018
  • Served food and beverages to patrons and immediately remedied issues with orders
  • Presented menus to patrons to answer questions about offered items and make suitable recommendations.

Skills

  • Customer Support
  • Responding to Difficult Customers
  • Verbal and Written Communication
  • Calm and Professional Under Pressure
  • Customer Service
  • Understanding Customer Needs
  • Training and coaching
  • Complaint Handling
  • Dispute Resolution

Timeline

Member Advisor

Allegacy FCU
12.2023 - Current

Customer Service Assistant/Teller Associate

Allegacy FCU
09.2022 - Current

Caregiver

Taylor'd home care
02.2018 - 06.2020

Server

China grove family house
03.2015 - 02.2018

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Haley Brigman