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
Springfield, MO
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
Springfield, MO
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
Customer service excellence
Customer service and support
Customer service leadership
Customer service and satisfaction
Customer service expert
Delivers exceptional customer service
Client relations and customer service
Digital banking products and services
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