KIMBERLY PETTY
Greystone Power
Hiram,GA
29
years of professional experience
Professional with strong background in providing exceptional service and support in customer-focused environment. Expertise in resolving inquiries, managing accounts, and fostering relationships. Known for collaborative spirit and adaptability, consistently driving team success and positive outcomes. Skilled in communication, problem-solving, and multi-tasking in fast-paced settings.
Work History
Member Service Representative
2 Years 1 Month- Resolved member inquiries regarding billing, service orders, and account status with accurate, courteous communication.
- Updated member accounts in customer information systems to ensure accurate service records and contact details.
- Guided members through energy services, rates, and payment options using clear, professional explanations.
- Verified account data, meter information, and service history to support accurate billing and account management.
- Monitored escalated service concerns and followed up with members to confirm resolution and satisfaction.
Financial Relationship Consultant
4 Years 11 Months- Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types
- Refers customers to an internal team of experts when additional financial goals and needs are recognized
- Achieves branch targets and goals by proactively identifying customer needs and providing appropriate guidance and perspective about Regions solutions
- Daily compliance maintenance with policy and procedures updates and changes
- Ensures safe and sound banking practices, including adherence to all applicable laws and regulations
Compliance Auditor / Analyst
18 Years 4 Months- Ensure providers have a compliance plan and policies and procedures that detail provider expectations. Review, monitor and report on providers' effective implementation of the plan
- Review documents and determine if transactions are according to regulations and company policies
- Analyze data and provide summary of observations
- Interact autonomously with Middle Management as requested by the Monitoring Lead
- Scheduled, prepared and executed internal and external audits as necessary and according to management's policies
- Provides management reports by collecting, analyzing, and summarizing management information.
Skills
Customer service
Relationship building
Financial transactions
Customer support
Calm and professional under pressure
Issue and complaint resolution
Disclaimer
References available on request Internal Use
Timeline
Member Service Representative
Greystone Power
10.2024 - CurrentRead More
Financial Relationship Consultant
Regions Bank
01.2017 - 12.2021Read More
Compliance Auditor / Analyst
Assurant
04.1998 - 08.2016Read More