Lashawna James
Greenville,NC
Summary
Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.
Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Contact Center Banker
U.S. Bank
Greenville, NC
03.2022 - Current
- Assistant customer with banking needs Transfers Loans Payments Bill pay Online banking Credit cards General questions Tech Support for online banking Working with browser issues, login issues, help using the app as well as site for banking needs wealth banking IRA 401k CD's Loans and line of credit
Customer Service Representative
Continuum Global Solutions
Lacey, WA
08.2021 - 03.2022
- Remote work from home Assist customer with wireless needs Bill pay Upgrades Insurance Navigate 2 computer monitors Zoom meetings Verizon wireless
Assistant Store Manager
Citi Trends
Petersburg, VA
05.2017 - 08.2021
- Assist Store Manager with daily operations and supervision of employees Maintaining proper inventory controls, facilitate inventory transactions and maintain compliance standards for shrink control Monitor sales activities to ensure that customers receive satisfactory service Direct and supervise employees engaged in sales, inventory taking, recording cash receipts, or in performing services for customers ensuring adherence of staff members to all cititrends, Inc policies procedures
Phone Banker
Wells Fargo
Glen Allen, VA
03.2016 - 12.2016
- Responsibilities Problem solving skills
Education
bachelors - criminal justice
James River High School Chesterfield County
01.2013
High school diploma -
Adult Career Development Center
Skills
- Help customer with financial needs Sales CIV system Stellar performance training Product sales Performance goals Suggestive sales Insurance sales Cross selling Telemarketing Referral Customer care Mortgage sales Banking Finance Financial sales Microsoft systems, Excel, data spreadsheet, home and office Merchandise Supervisor Wal-Mart
- Midlothian, VA May 2007 to February 2016 ay 2007- Still there
- Maintain four departments
- Ordering
- Delegating
- Running a shift with five or more people
- Key holder of jewelry department
- Unloading trucks/ running freight/ receiving merchandise
- Grocery department
- Setting floor plan
- Making plans for freight
- Price changes
- Customer service manager for front end
- Counting money
- Resetting register
- Inventory
- Stocking Cashier Burger King
- Richmond, VA January 2005 to December 2006
- Key holder
- Counted drawer- Beginning/End of shift
- Rang merchandise on a computerized cash register
- Prepared and cooked food
- Cleaned bathrooms and dining area
- Accurately took expedited order in the drive thru Direct Support Staff WNC Group Homes for Autistic Persons
- Asheville, NC August 2002 to October 2006 assisting with toileting, bedpens, urinals, and commode chairs documenting services provided planning meals, grocery shopping, light housekeeping performing personal care task, assist with basic hygiene and grooming ensuring client safety and maintaining a safe environment Sales Associate Hecht's Department Store
- Richmond, VA September 2004 to November 2004
- Counted drawer- Beginning/ End of shift
- Assisted with merchandising and floor plans
- Top sales associate
- Responsible for keeping areas clean
- Assisted customers with questions
- Retail Management
- ASM
- Team Lead
- Keyholder
- Key Holder
- Sales
- Scheduling
- Inventory
- Training
- Management
- Team Building
- Word
- Merchandising
- Cash Handling
- Microsoft Excel
- Stocking (10 years)
- Loading (10 years)
- Warehouse Management (10 years) inventoy management, retail mangement Skills: Customer Service
- 12 years Cash Handling
- 12 years Computer Skills
- Microsoft word, Microsoft Outlook, Microsoft Home and Office 2007 Version and Excel Computer Applications class in High School Enjoy helping people solve computer problems Salvation Army Angel Tree Volunteer
- Sales Management
- Environmental Services
- Assistant Manager Experience
- Banking
- Cold Calling
- Leadership
- Store Management Experience
- Supervising Experience
- Inventory Control
- Microsoft Office
- Pricing
- Purchasing
- Upselling
- Research
- Retail Sales
- Customer Service
- Accounts Receivable
- Accounting
- Administrative experience
- Data entry
- Restaurant experience
- Computer literacy
- Typing
- Windows
- Google Suite
- Mac OS
- Human resources
- Software troubleshooting
- Automotive diagnostics
- Negotiation
- Medical collection
- Technical support
- Time management
- Customer support
- Medicare
- Case management
- Technical writing
- Computer networking
- Medical terminology
- Medical coding
- Managed care
- Live chat
- E-commerce
- Data collection
- Mobile applications
- Manufacturing
- Kronos
- ADP
- Payroll
- Analysis skills
- SharePoint
- Root cause analysis
- Adobe Acrobat
- Process improvement
- Mentoring
- Recruiting
- Filing
- Clerical experience
- Financial services
- Cash management
- Content management systems
- IOS
- Troubleshooting
- Android
- Operating Systems
- Microsoft Windows Server
- Fraud
- Consumer Banking
- Regulatory Compliance
- Bank Sales
- Financial Institution Regulations
- Products and Services Knowledge
- Employee Training Assistance
- Teller Support
- New Account Setup
- CRM Systems
- Risk Mitigation
- De-escalating conflicts
- Account updating
- Branch operations
- Account audits
- Money transfers
- Commercial servicing
- Money Handling
- Loss Prevention
- Staff Management
- Account closings
- Customer Relationship Management
- Promoting products
- Customer financing
- Currency Exchanges
- Customer Service-Oriented
- Staff Training
- Money auditing
- Quality Control
- Escrow management
- Risk management policies
- Analyzing performance
- Opening and closing procedures
- Business structure planning
- Wealth Management
- Relationship Building
- Commercial Banking
- Balance Transfers
- Account Closing Process
- Audit Support
- Financial Planning
- Retirement planning
- Debt management
- Cash Flow analysis
- Estate Planning
- Technical Analysis
- Cash Flow Management
- Business Development
- Financial Auditing
- Client Retention
- Data Analysis
- Strategic Planning
- Quality Assurance
- Business Planning
- Operational Reporting
- Customer Needs Assessment
- SAP
- Stakeholder Management
- Microsoft Office Suite
- Financial Advising
- Forecasting and planning
- Fraud Detection
- Account information review
- Transaction review
- Risk level determination
- Fraud and anomaly analysis
- Fraud patterns
- Banking operations
- Telephone and email etiquette
- Proficient in [Software]
- Fraud identification
- Dispute Resolution
- Case Management
- Verbal and written communication
- Policy investigations
- Property adjusting
- Risk Assessment
- Insurance fraud expertise
- Property claims
- Claims Processing
- Interviewing techniques
- Claims file management processes
- Claims Investigation
- Caseload Management
- Advanced computer skills
- Risk Management
- Database Management
- Claims investigations
- Legal Compliance
- Medical Coding
Certification
- CompTIA A+
- Apple Certified Mac Technician
Timeline
Contact Center Banker
U.S. Bank
03.2022 - Current
Customer Service Representative
Continuum Global Solutions
08.2021 - 03.2022
Assistant Store Manager
Citi Trends
05.2017 - 08.2021
Phone Banker
Wells Fargo
03.2016 - 12.2016
bachelors - criminal justice
James River High School Chesterfield County
High school diploma -
Adult Career Development Center
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