Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jean Rawls

Banking Customer Care Professional
Fort Lauderdale,FL

Summary

Dedicated Customer Service professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

17
17
years of professional experience

Work History

US Consumer Banking CCP

American Express
Sunrise, FL
01.2022 - Current
  • Provided primary customer support to internal and external customers.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Delivered excellent customer service, resulting in consistent customer satisfaction rating.
  • Assisted new personnel regarding company operations, policies and services.
  • Communicated professionally with colleagues and assisted them in their learning process.

Specialized Resolution Team CCP

American Express
Sunrise, FL
04.2019 - 01.2022
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Responded proactively and positively to rapid change.
  • Delivered prompt service to prioritize customer needs.
  • Effective liaison between customers and internal departments.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Educated colleagues about procedures and policies.
  • Provided best practices to other customer service representatives as well as mentoring colleagues.
  • Maintained up-to-date knowledge of product and service changes.

Customer Care Professional

American Express
Sunrise, FL
12.2011 - 04.2019
  • Leveraged sales expertise to promote products and capitalize on upsell opportunities.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Promptly responded to inquiries and requests from prospective customers.

Registered Sales Assistant

Morgan Stanley
Boca Raton, FL
05.2005 - 09.2011
  • Processed payments, transfers, trades and other transactions.
  • Opened, updated and closed customer accounts.
  • Performed wide range of administrative tasks to facilitate effective office operations.
  • Maintained current knowledge of evolving changes in marketplace.
  • Supported three brokers in daily trading and administrative operations.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

Education

Medical Technology

Broward College
Fort Lauderdale, FL

Skills

Strong Customer Service Capabilities

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Accomplishments

Assisted in launching new Banking product

Assisted Back Office on email project

Worked on Disputes Banking Team

Assisted with implementing procedural updates

Current team Compliance Ambassador

Active in assisting colleagues with inquiries

Highly participatory in team chats providing assistance to others

Previously held Series 7, Series 66 & Life,Health & Variable Annuities licenses as well as Home, Auto and Health Insurance licenses



Timeline

US Consumer Banking CCP

American Express
01.2022 - Current

Specialized Resolution Team CCP

American Express
04.2019 - 01.2022

Customer Care Professional

American Express
12.2011 - 04.2019

Registered Sales Assistant

Morgan Stanley
05.2005 - 09.2011

Medical Technology

Broward College

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Jean RawlsBanking Customer Care Professional