LARISSA BERG
Missoula,MT
Summary
Results-driven professional with useful experience in account management, dedicated to cultivating strong client relationships and driving sustainable business growth. Committed to resolving client issues, and aligning services with specific client needs ensures optimal satisfaction and retention. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Additionally, offering many years in retail costumer service and exceptional people skills. I'm detailed orientated and driven to work hard and succeed in whatever I do.
Overview
12
12
years of professional experience
Work History
Account Manager
HUB International Limited
06.2023 - Current
- Managed customer accounts, ensuring timely resolution of inquiries and issues.
- Developed strong relationships with clients to enhance satisfaction and retention.
- Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
- Mentored new team members on workflow of processes and supported them through their new hire trainings.
- Checked policies, endorsements, and audits for accuracy.
- Maintain accurate and organized account files, documenting all interactions with clients and underwriters.
Real Estate Loan Processor
First Security Bank
04.2021 - 06.2023
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Prepared file for final clear-to-close by branch management.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Communicated with originator and applicant concerning progress of loan file.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Handled any conditions sent from underwriting departments.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Verified credit histories, personal references and employment backgrounds for each applicant.
Bartender
Benny’s Frenchtown Club
12.2016 - 05.2023
- Followed all safety requirements for alcohol service and kept a list of available ride services for inebriated customers
- Cleaned shelving, mixers, cups, blenders and soda guns
- Waited on multiple customers at the bar and throughout the bar area
- 7 years customer service experience
- Greeted guests in a timely and professional manner
- Verified that guests at the bar were of legal age
- Upheld strict cash handling procedures
- Closed out cash register and prepared cashier report
- Handled money, balanced tills, processed credit card payment batches and prepared bank deposits.
Teller II
First Security Bank
03.2020 - 04.2021
- Executed customer transactions, including deposits, withdrawals, loan payments, and cashier checks
- Upheld strict financial controls by keeping funds secure and accurately transferring monies
- Processed, monitored, and validated coin and currency amounts in the vault according to company standards and regulations
- Maintains an accurate record of all cash exchanges between tellers and the vault
- Receives, places, and fulfills orders from the Federal Reserve Bank to maintain required levels of cash
- Receives, places, and fulfills orders from surrounding First Security Bank Branches to help them maintain their required levels of cash
- Receives and fulfills ATM canisters from surrounding First Security Bank Branches
- Works under moderate supervision, works as Supervisor when Supervisor is out.
Teller
First Security Bank
01.2019 - 03.2020
- Executed customer transactions, including deposits, withdrawals, loan payments, and cashier checks
- Upheld strict financial controls by keeping funds secure and accurately transferring monies
- Maintains supply of cash and currency and turns in excess cash and mutilated currency to head teller
- Maintains costumer confidence and protects bank operations by keeping information confidential
- Contributes to team effort by accomplishing related results as needed.
Retail Sales Associate
Murdoch’s Ranch and Home Supply
05.2014 - 01.2019
- Organized store merchandise racks by size, style and color to promote visually appealing environment
- Increased business sales utilizing retail knowledge and by using add on sales
- Ensured efficient and timely replenishment of sales floor merchandise
- Completed setup, breakdown and product preparation for promotional displays and in-store demonstrations
- Provided excellent customer service to cultivate loyalty and satisfaction
- Used time efficiently when not serving customers, including folding clothes and cleaning out fitting rooms
- Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner
- Answered customer telephone calls promptly and in an appropriate manner
- Greeted customers in a timely fashion while quickly determining their needs
- Engaged with customers in a sincere and friendly manner
- Handled all customer relations issues in a gracious manner and in accordance with company policies
- Built relationships with customers to increase likelihood of repeat business
- Monitored security and handled incidents in a calm and professional manner
- Identified potential shoplifters and alerted management
- Alerted customers to upcoming sales events and promotions
- Operated a cash register for cash, check and credit card transactions with 100% accuracy.
Cashier
Walmart
09.2013 - 05.2014
- Trained new cashiers on procedures, customer service and sales techniques
- Provided customers with product location or information according to requirements
- Bagged items to prevent fragile products from being damaged or broken
- Checked identification for proof-of-age and refused to sell alcohol to customers under the age of 21
- Processed payments by check, cash, debit and credit and maintained accurate drawers
- Handled cash, credit, debit cards and personal checks, providing correct change in payment transactions
- Engaged customers warmly and provided immediate and dedicated assistance
- Scanned goods, collected payments and issued refunds, receipts and change
- Bagged groceries
Parts Runner
Transport Equipment Inc
07.2013 - 09.2013
- Analyzed departmental documents for appropriate distribution and filing
- Delivered parts to other parts stores
- Kept inventory of parts and other items up to date
- Stacked and stored pallets at the end of the shift to keep warehouse clean and organized
- Received, stored and shipped goods and materials.
Education
High School Diploma -
Frenchtown High School
Frenchtown, MT2013
Skills
- Detail-oriented
- Excellent communication skills
- Merchandising
- Personable
- Strong work ethic
- Superior organization ability
- Outstanding interpersonal skills
Timeline
Account Manager
HUB International Limited
06.2023 - Current
Real Estate Loan Processor
First Security Bank
04.2021 - 06.2023
Teller II
First Security Bank
03.2020 - 04.2021
Teller
First Security Bank
01.2019 - 03.2020
Bartender
Benny’s Frenchtown Club
12.2016 - 05.2023
Retail Sales Associate
Murdoch’s Ranch and Home Supply
05.2014 - 01.2019
Cashier
Walmart
09.2013 - 05.2014
Parts Runner
Transport Equipment Inc
07.2013 - 09.2013
High School Diploma -
Frenchtown High School