Joshua Sheridan
Schroon Lake,NY
Summary
Dynamic professional with a proven track record at UHC, excelling in client representation and building trust. Expert in document review and fostering teamwork, I've driven positive outcomes and enhanced customer satisfaction. My analytical reasoning and mentorship skills have consistently improved team efficiency and client relationships, contributing to significant achievements in fast-paced environments. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
Work History
Advocate Four Me
UHC
09.2022 - Current
- Works effectively with fellow team members to coordinate effective solutions to any question or concern.
- Delivers friendly service and offered expert support in every interaction.
- Establishes trusting relationships with members by maintaining open lines of communication throughout the entire representation process.
- Makes referrals to appropriate services, following up to confirm patients received access to required care.
- Conducts comprehensive client interviews, gathering relevant information to build a strong case foundation.
- Manages complex caseloads with diligence, prioritizing tasks to ensure timely resolution of cases.
Universal Banker
TRUIST
12.2019 - 08.2021
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Front Desk Supervisor
Holiday Inn
07.2019 - 12.2019
- Trained new employees on front desk operations, ensuring they were well-prepared for their roles and responsibilities.
- Trained new staff on correct procedures, compliance requirements, and performance strategies.
- Provided exceptional customer service, leading to positive online reviews and repeat business from satisfied guests.
- Resolved guest complaints with tact and diplomacy, maintaining a positive image for the hotel brand.
- Scheduled and assigned daily work and activities for team members.
- Communicated regularly with management on front desk performance, identifying areas for improvement or growth opportunities.
Customer Service Representative
ANTHEM Health Services
02.2019 - 05.2019
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Relationship Banker
M&T Bank
09.2018 - 11.2018
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Financial Center Operations Manager
Bank of America
09.2014 - 09.2018
- Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
- Spearheaded community involvement efforts, fostering strong relationships between the financial center and local organizations.
- Reduced operating costs through effective budget management and resource allocation.
- Monitored key performance indicators closely, making data-driven decisions to optimize results consistently.
- Optimized financial center efficiency by conducting regular audits and identifying areas for improvement.
- Managed high-performing teams, providing ongoing coaching and development to drive productivity and employee satisfaction.
Education
No Degree - EMT
Brevard Community College
Palm Bay, FL12.2007
Skills
- Document Review
- Time Management
- Written Communication
- Building Trust and Relationships
- Effective Multitasking
- Analytical Reasoning
- Client Representation
- Mentorship
- Research proficiency
- Training delivery
- Active Listening
- Collaboration and Teamwork
Timeline
Advocate Four Me
UHC
09.2022 - Current
Universal Banker
TRUIST
12.2019 - 08.2021
Front Desk Supervisor
Holiday Inn
07.2019 - 12.2019
Customer Service Representative
ANTHEM Health Services
02.2019 - 05.2019
Relationship Banker
M&T Bank
09.2018 - 11.2018
Financial Center Operations Manager
Bank of America
09.2014 - 09.2018
No Degree - EMT
Brevard Community College
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