Jaxon Mounteer

• Provided white-glove account management and customer support, helping clients effectively use tools and services through training, troubleshooting, and personalized guidance. Maintained strong relationships by following up, gathering feedback, and ensuring customer satisfaction. Managed multiple projects, created templates, and served as a liaison between clients and development teams to ensure clear communication during critical incidents.

Key accomplishments:

• Completed Tech training within 3 months of starting
• Go above and beyond KPI
• Trained and supported new team member

• Be highly knowledgeable of all credit union products and services. Receive and accurately process members financial transactions. Greet members using names, and maintain a professional and courteous attitude during transactions. Offer solutions for member’s financial needs and cross selling products and services.

Key accomplishments:

• Maintained excellent customer service ratings through prompt, courteous, and knowledgeable support.
• Handled high-volume transactions while minimizing wait times and maintaining attention to detail.
• Identified and escalated suspicious or fraudulent activity, helping protect customer accounts.

• Provided administrative and customer service support by answering phones, scheduling jobs, and managing office tasks using QuickBooks, Excel, and other software. Handled accounts payable/receivable, payroll, and filing while maintaining confidentiality. Improved office efficiency through schedule management, file organization, and general administrative duties.

Key accomplishments:

• Provided excellent customer service through phone, email, and in-person communication.
• Streamlined office operations by organizing files, managing schedules, and improving workflow efficiency.
• Maintained confidentiality while handling sensitive payroll and personnel records.

• Measured and installed window well covers while providing customer service and cross-selling related products. Contacted customers with measurement results to recommend the best solutions for their needs. Recognized as a top performer for high productivity and service quality. Conducted quality inspections and performed equipment troubleshooting to ensure proper function and compliance with standards.

Key accomplishments:

• Supervised and trained junior technicians, improving team efficiency and technical skills.
• Recognized for consistently meeting or exceeding performance goals and project deadlines.
• Improved troubleshooting processes, resulting in faster service times and increased customer satisfaction.