Organized dependable candidate with more than 20 years in Customer Service; able to work with limited supervision and successful at managing multiple priorities with a positive attitude and willing to take on additional responsibilities to meet team goals. Worked at home during the beginning of pandemic and communicated with co-workers and supervisors via phone, emails and chat.
Overview
33
33
years of professional experience
Work History
Shift Manager
McDonald’s
07.2009 - Current
Trained and mentored new employees to maximize team performance.
Scheduled staff to establish adequate coverage during peak business hours.
Make sure all cash discrepancies are documented
Oversaw inventory and product stock to develop and maintain inventory controls resulting in cost savings and reduced overages.
Trade Team Support Specialist
Truist Bank, Formerly BB&T Bank
7701 Airport Center Drive, Greensboro, NC 27410
05.2000 - 02.2021
Reconcile cash balances for Trust Accounts within bank
Complete fund swaps and source changes within 3-day and 30-day turnaround times, respectively
Used ticketing systems to manage and process support actions and requests.
Processed and reviewed manual trades were entered accurately by Wire Desk
Perform Monthly ICRs timely and accurately
Dividend Processing (Monthly)
Fund Balancing
Perform processing and reconcilement of HSA transactions to include:
Creating transactions in AES system
Review and reconcile general ledger accounts
Process Addvantage wire transactions as necessary
Communicate with Trust Support Services as necessary
Customer Service Representative
W.E. Stanley; Merger With BB&T In 2003
Greensboro, NC
05.2000 - 05.2003
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls promptly to avoid on-hold wait times
Updated account information to maintain customer records.
Worked with plan analysts on plan documents and procedures
Customer Service Representative
Capitol-EMI Music
4229 Beechwood Drive, Greensboro, NC 27410
10.1990 - 01.2000
Completed and processed orders received via phone and e-mail
Verified shipments against documents to maintain accuracy.
Reviewed and signed documents on behalf of clients in line with power of attorney limitations.
Documented waybill data and dimensions and weights of cargo in computer database.
Coordinated with shipping and transport companies on behalf of clients.
Tracked shipments processing through customs and other agencies and obtained clearances.
Education
Certificate in Clerical and Accounting -
Brookstone College of Business
High Point, NC
06.1990
Skills
SKILLS / COMPETENCIES
Systems:
Excel Word SAP BlueZone Document Direct Omni Trade Omni Station
Skills: Data Entry Attention to Detail Written / Oral Communication Self-motivated Multitask