Joshua Caton
West Milford,NJ
Summary
Dynamic Financial Customer Service Representative with a proven track record at TD Bank NA, excelling in customer relations and service excellence. Skilled in negotiation and adept at implementing operational best practices, I foster strong client relationships and enhance team productivity, consistently exceeding service standards and driving customer satisfaction.
Knowledgeable and dedicated customer service professional with extensive experience in the sales and service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
11
11
years of professional experience
Work History
Financial Customer Service Representative
TD Bank NA
08.2017 - Current
- Maintained up-to-date knowledge of product and service changes.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Implemented and developed customer service training processes.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Increased efficiency and team productivity by promoting operational best practices.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Cross-trained and backed up other customer service managers.
- Educated customers about billing, payment processing and support policies and procedures.
Bookkeeper
ShopRite
06.2014 - 09.2017
- Completed payroll for employees and maintained detailed records of procedures.
- Established QuickBooks accounting system to reflect accurate financial records.
- Reconciled and corrected issues with financial records.
- Handled day-to-day accounting processes to drive financial accuracy.
Education
High School Diploma -
Ramsey High School
Ramsey, NJ06-2015
Skills
- Documentation
- Computer skills
- Negotiation
- Organization
- Refunds processing
- Merchandise upselling
- Customer needs assessments
- Customer retention strategies
- Relationship building
- Customer relations
- Customer service excellence
- Service standard compliance
- Quality assurance controls
- Record keeping
- Negotiation skills
- Direct sales
- Product knowledge
- Decision-making
- Adaptability and flexibility
Languages
English
Native or Bilingual
Timeline
Financial Customer Service Representative
TD Bank NA
08.2017 - Current
Bookkeeper
ShopRite
06.2014 - 09.2017
High School Diploma -
Ramsey High School
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