Krystle Fidler

· Calculate and process RMD for the year.

· Closing and opening accounts. (403B, Simple IRA, SEP, 529 Plans, etc.)

· Process Estate accounts.

· Create and Manage Spreadsheets.

· Manage the client relationship.

· Manage compliance records for the advisor.

· Manage the broker dealer accounts. (PKS)

· Manage Alternative Investments. (Cais, iCpatial, etc)

· Manage direct RIA accounts without broker dealers. (Security Benefits)

· Calculate and process RMD for the year.

· Closing and opening accounts. (403B, Simple IRA, SEP, 529 Plans, etc.)

· Process Estate accounts

· Create and Manage Spreadsheets.

· Manage the client relationship

· Manage compliance records for the advisor.

· Manage the broker dealer accounts.

• Determine merchant pricing for businesses (Flat-Rate, Interchange-Plus, and Tiered-Pricing).
• Underwriting for merchant accounts to bring on their business and begin processing with Select Bankcard.
• Diagnose issues with terminals, gateways, point of sale systems.
• Manage the relationship between Select Bankcard and our banking partners.
• Bring on new partners for Select Bankcard.
• Manage risk for our current portfolio.
• Handle the ACH rejects list for the month end fees.
• Assist with the chargebacks for Visa, Mastercard, Discover, and American Express.

• Determined if the company was going to assume responsibility of the transaction to resolve the disputed case.
• Handled escalated calls.
• Handled cases that the fraud department determined were not fraud and were chargeback issues.
• Handled customers feedback and complaints that were escalated to headquarters.
• Promoted usage on the call by discussing the benefits with the customers.
• Enrolled customers into benefits that would drive usage of the card.
• Resolved customer frustration.
• Retained customers that were attempting to close their accounts.
• Managed escalated phone calls.

• Managed the doctors’ schedules, so that their schedule was efficient.
• Scheduled patients for procedures.
• Refilled prescriptions.
• Managed patients’ health by following up on their care.
• Maintained accurate records for the patients and forwarded the information to the providers.
• Collected past due accounts.
• Arranged payment plans.
• Obtained the records required to send off to the insurance companies, so that we may collect on the procedures and offices visits.

• Assisted in minor surgery.
• Preformed blood draws.
• Maintained accurate records for the providers and maintained the referrals of the patients.
• Called patients on their lab results and arranged future follow up and lab work.
• Organized the medical records for the providers.
• Performed vaccinations and maintained accurate records on the vaccinations.