Knowledgeable and dedicated customer service professional. Solid team player with outgoing, positive demeanor and skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
5
5
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
Westlake, TX
10.2023 - Current
Provided excellent customer service while practicing active listening skills to proficiently satisfy the participant's needs
Established rapport with exceptional social skills and effective communication
Educated participants about their 401k, 403b, 401a, and 457b plans via inbound phone calls while helping make withdrawals, loans, exchanges, and a variety of other transactions
Quickly learned and retained information to perform accurate transactions and provide plan specific information to our participants.
Beverage Cart Attendant
Arcis Golf
Fort Worth, TX
04.2022 - 10.2023
Delivered exceptional guest experiences through attentive service and quick response to issues.
Efficiently prioritized tasks to effectively meet both sales goals and the needs of members.
Operated point-of-sale systems to facilitate cash and credit transactions.
Engaged in suggestive selling and other sales techniques.
Communicated effectively with co-workers to ensure smooth operations during peak times.
Physical Therapist Technician
Wise Health System
Fort Worth, TX
05.2019 - 08.2021
Monitored patient's safety and response to exercise intensity to discuss with therapist or assistant.
Assisted physical therapists with treatments by preparing equipment and helping patients move to different positions during exercises.
Performed administrative duties, including scheduling appointments and managing patient files.
Followed all HIPAA rules and regulations regarding patient confidentiality.