Jailyn Gore

• • Provided exceptional real-time chat support for customers dealing with inheritance and divorce-related matters, serving as the primary point of contact for complex inquiries.
• • Managed and resolved escalated cases by reviewing documentation, ensuring compliance with regulatory requirements, and following up with customers for necessary clarifications.
• • Used critical thinking and decision-making skills to process estate and divorce claims accurately, mitigating risk and ensuring smooth case completion.
• • Reviewed and analyzed legal documents, including letters of testamentary, trust agreements, divorce decrees, and Qualified Domestic Relations Orders, to verify accuracy and completeness.
• • Maintained a professional and empathetic tone when assisting customers through sensitive situations, ensuring clear communication and a seamless customer experience.
• • Stayed up to date with process updates, compliance regulations, and internal controls, proactively suggesting improvements to enhance customer service efficiency.
• • Collaborated with cross-functional teams to ensure consistent communication, knowledge-sharing, and achievement of team goals.

• • Assisted customers via phone and email, resolving inquiries about products, accounts, and transactions.
• • Processed a variety of banking transactions with accuracy, ensuring customer satisfaction.
• • Managed customer records and updated account details in internal systems.
• • Handled complaints professionally, maintaining a positive customer experience.

• Provided customer support through chat, email, and phone, addressing account issues and troubleshooting technical concerns.

• Documented customer interactions in CRM software to track requests and resolutions.

• Researched and resolved account discrepancies, ensuring high-quality service.

• Adapted quickly to new tools and platforms to support customer needs efficiently

• • Assisted 100+ customers via telephone, email, and in-person to resolve inquiries and provide product recommendations.
• • Handled sales transactions and maintained accurate sales records.
• • Provided administrative support, including data entry and document organization.