A hardworking and reliable associate focused on going above and beyond by incorporating a package of experience, top-notch skills, and abilities that would provide an invaluable resource to an organization.
Overview
17
17
years of professional experience
Work History
Customer Experience Representative
Robinhood
Lake Mary, FL
08.2020 - 09.2023
Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
Documented customer interactions in internal database to maintain customer service history details.
Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.
Assisted and collaborated with engineering to enhance and improve chat engine and functionality.
Provided outstanding customer service through multiple channels: phone, chat , and email. Various topics included: retirement services, equities trading, wires, security and technical support, cash card services, and limited crypto and option assistance.
Mentored and trained new associates in obtaining their SIE, Series 7, and Series 63 through new hire program.
Provided resources to educate and empower clients to make sound financial decisions while using our self-directed platform.
Top 10 producer in Customer Experience Department.
Demonstrated the capability of multi-tasking in a fast-paced and ever changing environment.
Member and a key contributor in Black Excellence, Latinhood, and Parenthood communities
Move Money Operations Specialist
Charles Schwab & Co
Maitland, FL
11.2006 - 06.2020
Motivated and trained employees to maximize team productivity.
Tracked and analyzed reports to determine needed improvements.
Collected, arranged, and input information into database system.
Provided top notch support to retail and advisor clients concerning money movement.
Demonstrated strong risk management skills by evaluating and approving any internal and/or external move money request: check deposit, moneylink, journal, domestic and international wires.
Assisted with advisory teams with technical and operational research and advice to provide the best client experience.
Displayed problem solving abilities by conducting research and handling special requests through email and internal inquiry systems.
Led collaborative projects with my contemporaries and upper management to review and improve procedures by identifying inconsistencies, by facilitating meetings and initiating training sessions to educate representatives on procedure changes.
Served as a subject matter expert (SME) across various functions and acted as a mentor for new employees.
Customer Experience Representative at Fort Leonard Wood Homes (Balfour Beatty)Customer Experience Representative at Fort Leonard Wood Homes (Balfour Beatty)