JOHN PORTER
Omaha,NE
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty. Trying to take the next Step in my journey at Schwab by joining Trader Services.
Overview
4
4
years of professional experience
Work History
Financial Customer Service Representative
Charles Schwab
03.2023 - Current
- Built strong relationships with clients through attentive listening, empathetic communication, and enhancing the client experience.
- Participated in ongoing professional development initiatives focused on enhancing knowledge of industry trends, regulatory changes, and emerging financial products.
- Provided comprehensive support during account opening processes, ensuring a seamless transition for new customers joining the bank.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
Medical Billing/Travel Specialist
Yushon-Kushokwim Health Cororation
04.2022 - Current
- Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable.
- Maintained and updated collections tracking spreadsheet to help organize payment information.
- Insurance coverages would also cover Travel from remote villages to bethel. Worked closely with airlines, scheduling flights for patients to make it to and from appointments.
- Provided a positive customer service experience to patients/clients
Amazon/Delivery Driver
Amazon
03.2020 - 04.2022
- Completed on-time deliveries by choosing best and most efficient routes.
- Loaded truck and properly secured items to prevent damage for deliveries.
- Kept detailed mileage and fuel reports to track overall fuel costs.
- Completed rush deliveries on tight timetables to satisfy customer needs.
Education
Bachelor of Arts - BUSINESS ADMINISTRATION W/ Focus in FINANCE
Chadron State College
Chadron, NE05.2019
Skills
- Team Oriented- Love putting aspects of a team together and reaching objective
- Critical Thinking
- Overall desire to help people and get a chance to make big impacts
- Providing customer service, and enhancing customer expiernence
- Passed FINRA exams: the SIE, Series 7, and Series 63
Timeline
Financial Customer Service Representative
Charles Schwab
03.2023 - Current
Medical Billing/Travel Specialist
Yushon-Kushokwim Health Cororation
04.2022 - Current
Amazon/Delivery Driver
Amazon
03.2020 - 04.2022
Bachelor of Arts - BUSINESS ADMINISTRATION W/ Focus in FINANCE
Chadron State College