Heidi Waldo
Mount Vernon,MO
Summary
Dynamic customer service professional with a proven track record at JPMorgan Chase, excelling in customer service recovery and client relations. Recognized for enhancing company reputation through exceptional support and satisfaction. Skilled in digital banking products, I deliver tailored solutions while fostering strong client relationships.
Overview
16
16
years of professional experience
Work History
Banking Customer Service Representative
JPMorgan Chase
08.2011 - Current
- Provided exceptional customer service by resolving inquiries and issues efficiently.
- Assisted clients with account management and transaction processing for smooth banking experiences.
- Educated customers on products, services, and digital banking tools to enhance usage and satisfaction.
- Collaborated with team members to streamline processes, improving response times for customer requests.
- Ensured compliance with banking regulations while maintaining high standards of accuracy in transactions.
- Assisted in fraud prevention efforts by closely monitoring customer accounts and reporting suspicious activity as required.
- Assisted customers in navigating online banking platforms, improving their overall digital banking experience.
Medical Unit Secretary
CoxHealth Hospital
07.2010 - 08.2011
- Managed patient scheduling and appointment confirmations to enhance clinic efficiency.
- Coordinated communication between medical staff and patients, ensuring timely information delivery.
- Maintained accurate patient records in electronic health systems, improving data retrieval processes.
- Assisted in training new staff on administrative protocols and office procedures to ensure compliance.
- Contributed to a positive work environment through effective collaboration with nurses, doctors, and other hospital staff members.
Education
Bachelor of Arts - English
Univ of Missouri-Columbia
Columbia, MOSkills
Customer Service Recovery
Timeline
Banking Customer Service Representative
JPMorgan Chase
08.2011 - Current
Medical Unit Secretary
CoxHealth Hospital
07.2010 - 08.2011
Bachelor of Arts - English
Univ of Missouri-Columbia