Jill Williams

• Interact with customers regarding complaints via Email then transferred to Customer Care.
• Duties include: Conducting intake to determine appropriate course of action, conducting investigative steps to fully identify the issues, processing complex transactions on-line (including monetary and non-monetary actions), researching product information, terms, conditions, contracts, etc.
• Conducted training sessions for new staff on customer service protocols.
• Developed solutions for common customer issues, enhancing overall satisfaction.
• Increased customer satisfaction by addressing and resolving complaints in a timely manner.
• Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
• Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
• Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
• Streamlined internal processes for improved efficiency, reducing overall costs for the organization.
• Developed and proposed legislation to improve local infrastructure, leading to smoother traffic flow and safer roads.
• Conducted workshops and seminars for constituents on important legislative changes, improving public understanding and compliance.

• Customer Service Representative 2 Banker Connection: Provide products, services, policies, procedures, operating systems and how to apply this knowledge to the Banker.
• Responsible for providing centralized customer service to store locations by accurately responding to basic questions from store Bankers and other Wells Fargo team members.
• Duties include: responding to inquiries and conducting basic research about Bank products, services, operational policies/procedures and transactions, resolving routine problems and completing call tracking and supporting documentation.
• May escalate complex questions to more senior staff.

• Interact with all types of customersto provide process information in response to inquiries, concerns and requests about products and services.
• Deal directly with both internal and external customers via telephone or electronically Process orders, credits, and all other customer requests Obtain and evaluate all relevant information to handle inquiries and complaints promptly Record details of inquiries, comments and complaints in Customer Relationship Management System.

• Responsible for providing world class customer service to Merrill Edge clients by processing distribution (Journal entries, checks, Fed Fund Wires, Register & Ship, etc.) for all retirement and retail account types (CMA, DEL, IRA, Roth IRA, Basic, etc.).
• Knowledge of retirement and retail accounts and related products.
• Understanding of ASAP entry & routing, LOA requirements and approval Basic understanding of IRA retirement regulations Accurate and timely execution of verbal/written client requests in Siebel.

• Responsible for serving and maintaining existing accounts to include quoting on new lines of insurance and handling all policy inquiries and changes.
• Prepare and complete applications, and will follow up on needed information.
• Work with clients via the telephone While working in a call center office environment 2.

• Phone and e-mail contact with customers solving their banking questions and processing their transaction efficiently.
• Resolves complex inquires for products and services.
• Navigating computerized system gathering information.
• Trouble shooting with online banking.
• Performing related duties as assigned or requested in a timely manner.

• Responsibility in managing the store, payroll, and floor sets, and freight, scheduling.
• Responsible for opening, and closing the store Supervising several employees Responsible for clerical tasks and bookkeeping.

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