Katrina Haley
St. Petersburg,FL
Summary
Highly skilled professional with a track record of enhancing customer satisfaction and reducing no-show rates at Modern Day Smiles. Committed to providing accurate and efficient services and resolving complex issues. Im eager to contribute to a dynamic team and enhance organization productivity and excellence through strong attention to detail and dedication to customer satisfaction. Excelled in complex problem-solving and interpersonal communication, while efficiently managing high call volumes and maintaining exceptional cash handling.
Overview
14
14
years of professional experience
Work History
Appointment Scheduler
Modern Day Smiles
St. Petersburg, FL
04.2024 - Current
- Provided excellent customer service through attentive listening, empathetic communication, and efficient problem-solving during the scheduling process.
- Maintained a comprehensive understanding of company policies and procedures in order to effectively communicate them to clients during the scheduling process.
- Managed high call volume while maintaining professionalism and accuracy when gathering client information for appointment bookings.
- Acted as first point of contact and set appointments for prospective clients.
- Developed strong relationships with clients, providing personalized service when booking, rescheduling, or canceling appointments.
- Handled complaints and questions, and re-directed calls to other team members.
- Optimized available time slots by proactively identifying opportunities to fill cancellations or last-minute openings.
- Enhanced customer satisfaction with timely and accurate appointment confirmations and reminders.
- Reduced no-show rates by consistently following up with clients prior to their scheduled appointments.
Financial Services Advisor
Amscot Financial
St. Petersburg, FL
07.2010 - 04.2024
- Provided exceptional customer service by addressing customers concerns and accurate problem resolution.
- Auditing teller drawers and balancing vaults exceeding $100k, handle brinks deposits and deliveries of over $150k daily and maintaining automated teller machines.
- Review collection reports to determine statuses of collections and recover funds.
- Cross-trained and assessed employee performance and developed improvement plans.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements to ensure sound loan decisions.
- Assisted clients in navigating complex financial topics, making informed decisions about their futures.
- Ensure security procedures are being followed and work diligently at identifying possible fraudulent/suspicious activity and report it through proper channels.
- Achieve profitability by maintaining labor costs down and earning consistent revenue by bringing new prospective clients and cross-selling products and services to existing ones.
Education
St Petersburg College
St. Petersburg, FLSkills
- Ability to Multi-Task
- Time Management
- Complex Problem-Solving
- Interpersonal Skills
- Audit Management
- Exceptional Cash Handling
- Proficient in Microsoft Office Suite (Power Point, Excel, Outlook, Word)
- Schedule Coordination
- Data entry proficiency
- Attention to Detail
- Strong Work Ethic
Timeline
Appointment Scheduler
Modern Day Smiles
04.2024 - Current
Financial Services Advisor
Amscot Financial
07.2010 - 04.2024
St Petersburg College