Lisa Gray
Kennebunk,ME
Summary
Dedicated and organized customer service professional with outstanding relationship-building, problem-solving, and communication skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Newly licensed Massage Therapist, seeking a Massage Therapist position where my customer service and Massage Therapist skills can blend and be utilized in sports massage at a well-established and highly regarded company.
Overview
26
26
years of professional experience
Work History
Wealth Management Specialist
M&T Bank
Portland, ME
10.2020 - 03.2023
- Maintained client accounts and financial records for personal finance and taxes.
- Processed client financial withdrawals, transfers and tax payments.
- Provided excellent customer service and answered inquiries regarding services, products, and prices.
- Developed strong relationships with clients through regular communication and follow-up activities.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Client Service Administrator
Bank of America
Portland, Maine
08.1997 - 11.2020
- Assisted in executing all client financial account aspects for Trust accounts in the Retirement sector.
- Delivered exceptional customer service through direct communication with clients and team members.
- Resolved customer service issues in a professional manner.
- Coordinated travel arrangements and completed expense reports for travel reimbursement.
- Created weekly, monthly, and quarterly reports on office operations to be presented to the management team.
- Processed invoices for payment using accounting software programs.
- Responded to customer issues to provide immediate resolution and improve retention.
- Organized employee onboarding activities such as setting up computers and software accounts.
Waitress
Sunrise Senior Living
Kennebunk, ME
06.2015 - 06.2019
- Provided excellent customer service during meal times to Alzheimer patients at an assisted living facility.
- Arranged place settings with clean tablecloths, napkins, and tableware to prepare for incoming guests.
- Maintained a polite and professional demeanor to patrons to encourage inquiries and order placements.
- Assisted with food preparation tasks as requested by the head chef.
- Served food and beverages to patrons and confirmed complete orders.
- Maintained knowledge of client-specific dining restrictions according to their health records.
- Adhered to health regulations concerning food storage and sanitation practices.
- Communicated with hosts, bussers, and kitchen staff to prepare for and serve customers.
- Provided exceptional service to high volume of daily customers.
- Ensured dining areas were clean and set up for each shift according to established standards.
Education
Associate of Applied Science - Legal Administrative Specialist
Academy of Business College
Phoenix, AZ05-1996
Associate of Applied Science - Administrative Assistance And Secretarial Science
Nassau Community College
Garden City, NY05-1986
Skills
- Wealth Management Financial Services
- Client Relationship Building and Management
- Cash Flow Management
- Account Updating
- Appointment Scheduling
- Professional Telephone Demeanor
- Active Listening
- Positive and Professional Customer Service
- Problem-Solving Abilities
- Follow-Up Skills
Competitive Swimmer
- Throughout my educational years, I was a competitive swimmer spanning over 10 years, which rewarded me with learning to be independent, highly dedicated, hard-working, exceptional time-management, and determination skills that are valuable to my working career.
Timeline
Wealth Management Specialist
M&T Bank
10.2020 - 03.2023
Waitress
Sunrise Senior Living
06.2015 - 06.2019
Client Service Administrator
Bank of America
08.1997 - 11.2020
Associate of Applied Science - Legal Administrative Specialist
Academy of Business College
Associate of Applied Science - Administrative Assistance And Secretarial Science
Nassau Community College