Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

JOSHUA D. AVERETT

PROVIDENCE,RI

Summary

Professional in financial services, well-versed in credit card management and customer relations. Proven ability to streamline processes and enhance client satisfaction through effective problem-solving. Known for collaborative approach and adaptability in dynamic environments, with skills in risk management and account analysis.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Operations Associate

Kohls Department Store
07.2025 - Current
  • Support daily operations by following assigned work tasks
  • Collaborate with team members to ensure online order fulfillment


Investment Specialist Trainee

Bank of America
09.2024 - 03.2025
  • Prepare and study for the Series 7 and 66 license exams
  • Participate in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
  • Engage in continuous learning of financial regulations and market dynamics to enhance expertise.

Credit Card Specialist

Citizens Bank
08.2023 - 06.2024
  • A hybrid role, assisting customers with credit card inquiries, providing accurate information and support.
  • Educated clients on credit card features, benefits, and responsible usage practices.
  • Served as an expert resource for colleagues seeking guidance on complex credit card issues, disputes, and fraud escalations, fostering a collaborative team environment.
  • Facilitated regular team meetings focused on sharing best practices, discussing challenges, and brainstorming solutions to optimize overall performance.

Center Sales Manager

Advance America
08.2019 - 02.2020
  • Led sales team to achieve quarterly targets through strategic planning and execution of payday loan program
  • Developed training programs to enhance team performance and product knowledge.
  • Analyzed market trends to identify opportunities for growth and improvement.
  • Implemented customer relationship management system to streamline sales processes.

Call Center Supervisor

Integral Resources Inc.
01.2011 - 09.2014
  • Supervised daily operations, ensuring adherence to company policies and service standards.
  • Trained and mentored new call center agents, enhancing team performance and customer satisfaction.
  • Monitored call metrics and provided feedback to agents for continuous improvement.
  • Developed schedules, optimizing workforce allocation to meet fluctuating call volumes.

Education

Certificate - Securities Industry Essentials

Community College of Rhode Island
Warwick, RI
12-2021

Associate of Arts - Liberal Arts And Sciences

Quinsigamond Community College
Worcester, MA
05-2016

Skills

  • Banking
  • Client relationship building
  • Sales strategy development
  • Financial Product Evaluation
  • Quality assurance

Certification

Securities Industry Essentials (SIE)

Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Operations Associate

Kohls Department Store
07.2025 - Current

Investment Specialist Trainee

Bank of America
09.2024 - 03.2025

Credit Card Specialist

Citizens Bank
08.2023 - 06.2024

Center Sales Manager

Advance America
08.2019 - 02.2020

Call Center Supervisor

Integral Resources Inc.
01.2011 - 09.2014

Certificate - Securities Industry Essentials

Community College of Rhode Island

Associate of Arts - Liberal Arts And Sciences

Quinsigamond Community College

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