Summary
Overview
Work History
Education
Skills
References:
Timeline
Generic

Josie Taylor

Emigrant,MT

Summary

Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust. Cheerful and upbeat with history of exceeding customer and patron expectations. Calm and composed in stressful situations with successful record of reducing customer dissatisfaction through acknowledgment, decisive communication and focused solutions. Expert at finding win-win solutions. Detail-oriented

Overview

19
19
years of professional experience

Work History

Relationship Advisor

Bank of the Rockies
Emigrant, MT
04.2023 - Current
  • Welcomed customers and offered pleasant service during entire transaction.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Responded and assisted customers with account inquiries and updates.
  • Entered transactions into computer and issued customer receipts.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Reconciled cash and checks against computer records at end of shift.

Client Services Consultant

Cort Furniture Rental
Marietta, GA
09.2019 - 02.2023
  • Conduct a thorough and professional needs analysis during each customer engagement
  • Address all customer needs by utilizing the products and services offered by the company
  • Ensure contract terms are being administered for the both the corporate client, and the end user
  • Make helpful suggestions that would benefit the customer, as they navigate solutions for their temporary needs, while adhering to the terms of the agreements
  • Work with internal stakeholders to ensure commitments are met in a timely manner
  • Perform timely follow-up on all tasks and activities to ensure completion
  • Utilize solid time management skills to work both independently, and as part of a team
  • Actively engage use of CRM (Salesforce); keep Account records updated and current for each opportunity and tasks assigned
  • Collaborate with the sales representatives to engage potential clients and strengthen existing client relationships

Rental Consultant

Cort Furniture Rental
Marietta, GA
01.2011 - 09.2019
  • Consult with customers primarily via phone and email, and occasionally in-person to determine their budget, style preferences, timeline, and overall rental needs and then match them with CORT's products and services
  • Utilize computer programs to prepare proposals or designs, furniture lease agreements, schedule deliveries, and complete sales
  • Work with operations, administration, and customers to ensure an exceptional customer experience
  • Utilize professional sales skills to meet and exceed revenue goals
  • Develop and maintain relationships with customers to encourage repeat business or additional revenue opportunities

Admin /Customer Service Representative

Cort Furniture Rental
Marietta, GA
10.2004 - 01.2011
  • Resolve customer issues/requests via phone, email and support cases
  • Process customer requests for furniture pickup
  • Process daily transactions for billing and inventory accuracy
  • Daily adjustment processing
  • Managing and Processing Customer Credit Card Payments
  • Pro-actively generate Customer buyout proposals
  • Credit releasing of new accounts

Education

Bachelor of Science Hotel - Restaurant Management

University Of Baguio Philippines
US Citizen
03.2000

Skills

  • Account Management
  • Membership Renewals
  • Creative Problem Solving
  • Upselling Products and Services
  • Money Handling
  • Sorting and Filing
  • Relationship Building
  • Transaction Error Identification
  • Cash Drawer Reconciliation

References:

  • John Roby
    Client Services Manager
    CORT, A Berkshire Hathaway Company
    1821 Deffenbaugh Court 43210
    Tel : 614.515.6249 Email: john,roby@cort.com
  • James Klein
    Client Services Supervisor
    Cort , A Berkshire Hathaway Company
    Tel: 703.832.0854 Email: james.klein@cort.com

Timeline

Relationship Advisor

Bank of the Rockies
04.2023 - Current

Client Services Consultant

Cort Furniture Rental
09.2019 - 02.2023

Rental Consultant

Cort Furniture Rental
01.2011 - 09.2019

Admin /Customer Service Representative

Cort Furniture Rental
10.2004 - 01.2011

Bachelor of Science Hotel - Restaurant Management

University Of Baguio Philippines

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Josie Taylor