Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
38
38
years of professional experience
Work History
Customer Service Representative
DESI Telephone Labels
09.2020 - Current
Handled customer inquiries and suggestions courteously and professionally.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Responded to customer requests for products, services, and company information.
Processed customer service orders promptly to increase customer satisfaction.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Assisted customers in navigating company website and placing online orders, improving overall user experience.
Provided primary customer support to internal and external customers.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Tracked customer service cases and updated service software with customer information.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Customer Service Representative
Columbia Bank, Now Known As Umpqua
07.2019 - 09.2020
Handled customer inquiries and suggestions courteously and professionally.
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Counted and packaged currency and coins.
Provided exceptional customer service, resulting in increased client retention and loyalty.
Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Turned in excess cash to maintain drawer security.
Audited fellow teller currency to contribute to dual-control procedures.
Processed loan payments accurately, contributing to the overall efficiency of branch operations.
Placed orders for customer checks and verified starting numbers.
Sold and cross-sold bank products to new and existing customers.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Identified sales opportunities and referred customers to branch partners in financial services.
Maintained friendly and professional customer interactions.
Assisted customers with banking needs and inquiries.
Loan Officer
Clark Co School Employees CU (Now IQ CU)
11.1985 - 08.2001
Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
Assisted customers in selecting appropriate loan products based on their financial needs and goals.
Maintained compliance with federal regulations, ensuring proper documentation and adherence to guidelines throughout the loan process.
Increased customer satisfaction levels through prompt, accurate, and friendly service in the loan process.
Provided financial counseling to clients as part of the lending process, helping them understand their options and make well-informed decisions about borrowing money.
Improved loan processing times by streamlining documentation and application procedures.
Facilitated clear communication between all parties involved in the loan transaction, minimizing potential issues or delays.
Developed strong relationships with clients, resulting in increased repeat business and referrals.
Maintained strict confidentiality of bank records and client information.
Examined customer loan applications for loan approvals and denials.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Developed strong relationships with customers through high levels of customer service.
Assisted customers with completing loan applications and other paperwork.
Evaluated loan requests and documents to verify accuracy and completeness.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Identified opportunities to cross-sell and upsell loan products to customers.
Supervised loan personnel and motivated to maintain customer service and performance standards.
Processed loan applications and monitored progress from start to finish.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Education
Some College (No Degree) - Business
Clark College
Vancouver, WA
High School Diploma -
Fort Vancouver High School
Vancouver, WA
06.1986
Skills
Customer Service
Problem-solving abilities
Active Listening
Critical Thinking
Data Entry
Customer Relations
Conflict Resolution
Money handling abilities
Complaint Handling
Microsoft Excel
Payment Processing
Client Relations
Professional telephone demeanor
Microsoft Outlook
Scheduling
Product Knowledge
Paperwork Processing
Order Processing
Documentation
Administrative Support
Data Collection
Prioritization
Building rapport
Quality Control
Clerical Support
Filing
Dispute Resolution
Customer Education
Product Sales
Sales expertise
Account updating
Timeline
Customer Service Representative
DESI Telephone Labels
09.2020 - Current
Customer Service Representative
Columbia Bank, Now Known As Umpqua
07.2019 - 09.2020
Loan Officer
Clark Co School Employees CU (Now IQ CU)
11.1985 - 08.2001
Some College (No Degree) - Business
Clark College
High School Diploma -
Fort Vancouver High School
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