Analytical, detail-oriented professional with 8+ years of experience in providing exceptional customer service in the Finance industry. Outstandingly organized and focused, demonstrating the ability to balance a variety of complex tasks and deadlines in a fast-paced environment with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Customer Care Representative (Remote)
Transamerica Retirement Management
07.2023 - Current
Responding to customer needs through competent customer service and prompt problem-solving.
Communicating with clients regarding retirement plan provisions/account services, statements, and balances.
Assisting call-in customers with questions and transactions such as retirement loans, withdrawals, rollovers.
Helping a large volume of customers every day with a positive attitude and focus on customer satisfaction in a fast paced, high-volume call center environment.
Navigating multiple computer systems and applications to find information (including, but not limited to: MS office, Outlook, Excel, Teams, Salesforce, etc.)
Utilizing knowledge in customer service, finance, tech support, retirement accounts and tax liability to better support clients.
Rater (Remote)
Telus International
05.2023 - 10.2023
Analyzed and provided feedback on website ease of access, validity of information, credibility of sources, and provided ratings to leading search engines.
Utilized experience in tech, proficiency in internet usage and navigation to accurately select websites that match popular search queries on platforms such as Google.
Followed standard operating procedures for website rating, following a strict guideline.
Accounting Customer Service Representative
Wegmans Food Markets, Inc
07.2015 - 10.2022
Provided exemplary customer service, maintaining exceptional verbal and written inter/intra-company communication, promptly answered a constant flow of employee and customer inquiries.
Managed cash flow with cash orders and deposits to ensure that store operations ran seamlessly, managed accounts receivable, expenses, budgets.
Performed audits, financial forecasting, schedule forecasting, sales/sales reporting, account reconciliation, discrepancy investigation and resolution.
Multi-tasked to meet several simultaneous deadlines, complex problem solving, maintained error-free record-keeping as noted by a yearly outside audit.
Utilized databases to oversee payroll and payroll corrections for 500+ employees.
As a senior team member, served as team lead in the absence of the supervisor.
Contact Center Representative/Operations Spec. at Transamerica Retirement ServicesContact Center Representative/Operations Spec. at Transamerica Retirement Services