Summary
Overview
Work History
Education
Skills
Timeline
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Kristina Cook

Tempe,AZ

Summary

Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.

Overview

9
9
years of professional experience

Work History

Customer Service Representative

Cenlar
02.2016 - Current
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Updated account information to maintain customer records.
  • Updated account information to maintain customer records
  • Participated in team meetings and training sessions to stay informed about product updates and changes

Mutual Fund Representative

State Farm
07.2016 - 02.2017
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
  • Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
  • Assessed financial data and determined suitable actions for investments.
  • Skilled at working independently and collaboratively in team environment.
  • Self-motivated, with strong sense of personal responsibility
  • Proven ability to learn quickly and adapt to new situations.

Chargeback Specialist

JPMorgan Chase
01.2016 - 05.2016
  • Maintained files and controlled records to show correspondence activities.
  • Presented clear and concise explanations of governing rules and regulations.
  • Gathered records pertinent to specific problems, reviewed for completeness and accuracy and attached records to correspondence as necessary.
  • Completed form letters in response to requests or problems identified by correspondence.
  • Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence
  • Prepared documents and correspondence such as damage claims, credit and billing inquiries and service complaints

Telephone Banker

JPMorgan Chase
10.2014 - 01.2016
    • Stayed current on changing products, services and policies to offer exceptional service to customers.
    • Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
    • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
    • Upheld strict security procedures to verify identities when completing actions for members and giving out private banking information.
    • Handled over 100 incoming telephone calls, emails and chat requests.
    • Completed transactions for customers and capitalized on opportunities to cross-sell products and services.

Education

BBA - Insurance And Risk Management

Maricopa Community Colleges - Rio Salado Community College
Tempe, AZ
03.2024

Skills

  • Call Management
  • Complaint Resolution
  • Data Collection
  • Information Security
  • Written Communication
  • Google Workspace
  • Self-Motivated
  • Excellent Communication
  • Flexible and Adaptable

Timeline

Mutual Fund Representative

State Farm
07.2016 - 02.2017

Customer Service Representative

Cenlar
02.2016 - Current

Chargeback Specialist

JPMorgan Chase
01.2016 - 05.2016

Telephone Banker

JPMorgan Chase
10.2014 - 01.2016

BBA - Insurance And Risk Management

Maricopa Community Colleges - Rio Salado Community College

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Kristina Cook