Leona Davids
EDINBORO,PA
Summary
Proven Advisor II at Concentrix, adept in relationship building and compliance requirements, significantly improved client retention through personalized investment strategies. Excelled in team collaboration at Verizon, enhancing call efficiency and customer satisfaction. Skilled in utilizing CRM tools and financial analysis, demonstrating a strong blend of analytical and interpersonal abilities.
Overview
26
26
years of professional experience
Work History
Advisor II
Concentrix
Remote
05.2021 - Current
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Improved client retention rates by developing and implementing comprehensive advisory plans tailored to individual needs.
- Increased client satisfaction, providing personalized investment advice based on thorough financial analysis.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Developed and maintained courteous and effective working relationships.
Directory Assistance Operator
Verizon
Erie, PA
02.1999 - 11.2013
- Streamlined call handling processes for increased efficiency and reduced wait time
- Resolved customer inquiries with professionalism and detailed knowledge of company services.
- Answered questions about third-party charges and refunded incorrect bills.
- Promoted positive work environment through collaboration, open communication, and respectful interactions with colleagues.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
Education
High School Diploma - Communication
09.1987
General Studies
Skills
Relationship building
- Research abilities
- Compliance requirements
- Critical Thinking
- Problem-Solving
Compliance requirements
[Area of expertise] advisory
Team collaboration and leadership
Accomplishments
I was Operator of the year at Verizon for my outstanding customer service skills
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Timeline
Advisor II - Concentrix
05.2021 - Current
Directory Assistance Operator - Verizon
02.1999 - 11.2013
CORRY AREA HIGHSCHOOL - High School Diploma , Communication