Experienced, detail-oriented professional with extensive financial and customer service knowledge from fast-paced bank and Real estate agent settings. Skilled at evaluating and translating complex challenges into technical concepts in order to achieve objectives. Instrumental in anticipating major risks, identifying potential issues, and executing process improvements to drive excellent customer service and to achieve customer satisfaction. Drove operational excellence, ensuring that all aspects of the job run effectively and cohesively. High-energy Customer Service Agent skilled in resolving conflicts through proactive communication. Listens actively to questions and resolves issues and disputes tactfully and effectively.
Lead multiple waterfall projects and delivered customer service satisfaction by managing an internal staff and external teams. Determined and recommended improvements and substitutions to positively impact current and future projects. Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns. Manage assigned customers and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations. Complied with banking policies and procedures by encouraging positive and effective work environment among employees.
Delivered high-level of customer service transaction by identifying customers' needs and providing insightful solutions based on the policies, products and banking services. Pursued new sales prospects within existing or untapped markets. Gathered market intelligence to generate leads, and develop proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Used knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Recognized and prevented fraudulent activities and suspicious transactions by mentoring established and newly hired staff members on bank procedures and customer service standards.
Completed research, compiled data, updated spreadsheets, and produced timely reports to effectively delivered information to senior management for the development of projects. Learned about customer's financial needs, established trust, and optimized sales opportunities through following up on complaints and providing solutions to enhance customer satisfaction. Delivered clerical support by handling range of routine and special requirements.
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