Heather Ponce

• Provided professional assistance over the phone and in-person while scheduling appointments and taking payments
• Kept detailed notes on each client's situation in their client account.
• Enhanced client tax savings by identifying and implementing effective tax strategies.
• Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
• Conducted thorough research on federal and state tax regulations, providing valuable insights to clients and team members.

• Walked Consumers through credit card statements in detail
• Enhanced customer satisfaction by addressing and resolving issues in a timely manner.
• Streamlined call handling processes for increased efficiency and reduced wait times.

• Verified callers according to fraud prevention protocols before providing information on the account.
• Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to mutual fund investments.
• Ensured compliance with regulatory requirements by meticulously reviewing all documentation and transactions for accuracy.

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• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Answered constant flow of customer calls with minimal wait times.
• Updated account information to maintain customer records.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

• Educated children on healthy eating habits while incorporating into the fundamentals of Soccer
• Community Outreach and networking.
• Improved team cohesion by organizing regular bonding activities and fostering a supportive environment.
• Developed strong relationships with players'' families to encourage support and involvement in their athletic growth.
• Collaborated with other coaches to share best practices, techniques, and insights for overall program improvement.
• Assisted mentees in setting achievable goals and creating realistic action plans for personal and professional growth.
• Developed trust-based relationships with mentees through active listening and empathetic communication.