Lynnea Sheriff
Owasso
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
12
12
years of professional experience
Work History
Client Associate
Wells Fargo Advisors
12.2021 - Current
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
- Increased client retention through personalized attention and excellent communication skills.
- Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed.
- Processed and verified all new account applications and documents.
Customer Success Specialist 4 Team Lead
Wells Fargo
07.2020 - Current
- Manage and coach a team of 20 bankers on service excellence and metrics
- Observe incoming calls to ensure quality service
- Practice confident problem solving while working with escalated customers
- Run reports measuring call volume and handling
- Organize and facilitate weekly team meetings
- Report and collaborate with upper management to discuss ongoing trends and areas of improvement
Customer Success Specialist 2
Wells Fargo
04.2020 - 07.2020
- Actively listened and responded to customer's business account needs and concerns to achieve satisfaction
- Built rapport with professionals through open and interactive communication
- Provided accurate information by using the correct tools and business practices
- Met personal and team targets as well as call handling quotas
- Promoted within three months to Team Lead
Consumer Service Phone Banker 2
Wells Fargo
03.2018 - 04.2020
- Managed incoming calls by actively listening and responding to customers’ needs and concerns to achieve satisfaction
- Built sustainable relationships and trust with customer accounts through open and interactive communication
- Provided valid and complete information by using the correct tools and methods
- Met personal and team goals and call handling quotas
- Accepted the role of QA Champion in June 2018
- Awarded Leadership Excellence Award
Business Support Connection Phone Banker 4
Wells Fargo
08.2017 - 03.2018
- Accepted inbound calls from internal teams to help assist customers with business banking
- Guided team members by policy and procedures set forth by Wells Fargo
- Instructed branch bankers through opening business deposit accounts, business credit accounts, and business loans
- Carefully reviewed and submitted applicable business documentation
- Researched complex issues to quickly find resolutions
- Assisted bankers with completing maintenance on customer accounts
- Maintained 100% Quality Assurance rating and top 95% for Customer Experience Metric
High-Value Phone Banker 2
Wells Fargo
08.2016 - 08.2017
- Serviced high-value customer business deposit accounts, credit accounts, and loans
- Resolved both simple requests and complex customer inquiries
- Proficiently used company resources and tools to complete requests
- Used research-oriented knowledge for accurate problem solving
- Consistently achieved 100% in Quality Assurance
- Ranked top performer in High Value during Quarter 1
- Promoted within a year to Business Support Connection
Customer Service Representative
T-Mobile
02.2015 - 05.2016
- Accepted inbound calls to assist customers with questions about their accounts, took payments, and placed equipment orders among numerous other tasks
- Named number one representative in sales, customer surveys, and lowest callbacks of the team
- Consistently provided excellent customer service by owning each customer issue and finding an accurate resolution
Customer Service Representative
Dish Network
12.2013 - 05.2014
- Answered an average of 85 calls per day by addressing customer inquiries efficiently, quick problem-solving, and providing product information
- Acted as front line agent assisting customers and transferring calls to the appropriate departments or supervisors
- Used open-ended questions to assess customers’ needs
- Learned, referenced, and applied product knowledge information to ensure service excellence
Education
High School Diploma -
Bartlesville High School
Bartlesville, OK05-2010
Skills
- Effective leadership
- Team management and coaching
- Proficient in Microsoft Office Suite
- Creative problem solving in customer-focused scenarios
- Strong verbal and written communication
- Customer service
- Reliability and punctuality
- Patience and composure
- Cash handling
- Multitasking and organization
- Quality assurance
- Positive and professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Client Associate
Wells Fargo Advisors
12.2021 - Current
Customer Success Specialist 4 Team Lead
Wells Fargo
07.2020 - Current
Customer Success Specialist 2
Wells Fargo
04.2020 - 07.2020
Consumer Service Phone Banker 2
Wells Fargo
03.2018 - 04.2020
Business Support Connection Phone Banker 4
Wells Fargo
08.2017 - 03.2018
High-Value Phone Banker 2
Wells Fargo
08.2016 - 08.2017
Customer Service Representative
T-Mobile
02.2015 - 05.2016
Customer Service Representative
Dish Network
12.2013 - 05.2014
High School Diploma -
Bartlesville High School
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Aiden KianiAiden Kiani
Associate Branch Manager at Wells Fargo AdvisorsAssociate Branch Manager at Wells Fargo Advisors
Raion D BurnsRaion D Burns
Customer Service Representative at Wells Fargo AdvisorsCustomer Service Representative at Wells Fargo Advisors
Lisa JamesLisa James
Senior Compliance Consultant at Wells Fargo Advisors, LLCSenior Compliance Consultant at Wells Fargo Advisors, LLC
Lori CazenaveLori Cazenave
Seasonal Tax Preparer at IntuitSeasonal Tax Preparer at Intuit