Summary
Overview
Work History
Education
Skills
Timeline
Volunteer

Lisa Barfield

Tulsa,OK

Summary

Personable customer service specialist offering extensive years of experience resolving account and service concerns for customers. Smoothly uncovers and solves challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success.

Overview

16
16
years of professional experience

Work History

Customer Service Specialist

Alorica Inc
10.2018 - Current
  • Processed various transactions with accuracy and according to bank standards and legal requirements.
  • Assisted customers with navigating bank systems, completing transactions, and opening or closing accounts.
  • Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
  • Educated customers about available services, products, and bank resources.
  • Stayed current on banking products, services, and regulations to continue delivering top-notch service and support.
  • Answered bank phone lines and directed customers to the appropriate department to address concerns.
  • Addressed customers' inquiries, requests, and complaints with courtesy and professionalism.
  • Consulted with customers on individual needs and offered solutions aligned with individual situations and preferences.
  • Completed training for Individual retirement accounts and Trust accounts after 1year of service
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.

Behavioral Health Case Manager

Family & Children's Services
06.2011 - 03.2013
  • Recorded patient progress and treatment recommendations to be shared with medical providers, psychiatric consultants, and other treating providers.
  • Educated patients about common mental health and substance abuse disorders to facilitate understanding of treatment options.
  • Conducted assessments to determine individual needs and developed personalized care plans to address stated objectives.
  • Applied evidence-based techniques such as behavioral activation, problem-solving treatment, and motivational interviewing to support behavioral interventions.
  • Referred clients to other community resources as needed
  • Skilled at working independently and collaboratively with numerous teams.
  • Self-motivated with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.

Street Outreach Worker & Educator

12 & 12 INC
10.2007 - 12.2010
  • Conducted face-to-face interviews with the homeless population that was interested in receiving drug and alcohol treatment services.
  • Developed and maintained relationships with community organizations and agencies.
  • Facilitated outreach activities to build community awareness.

Education

Bachelors of Social Work - Social Work

Northeastern State University
Broken Arrow
05.2010

Skills

  • Computer literacy
  • Data Entry
  • Strong interpersonal skills
  • Conversational
  • Confident/Assertive
  • Ability to use multiple phone lines and various computer screens
  • Problem-solving skills
  • Up-skilled trained
  • Work From Home
  • Microsoft / Excel Skills
  • Online Monetary handling abilities
  • Typing proficiency

Timeline

Customer Service Specialist

Alorica Inc
10.2018 - Current

Behavioral Health Case Manager

Family & Children's Services
06.2011 - 03.2013

Street Outreach Worker & Educator

12 & 12 INC
10.2007 - 12.2010

Bachelors of Social Work - Social Work

Northeastern State University

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Lisa Barfield