Maxine Menos
Charlotte,NC
Summary
Resourceful professional with a strong focus on conflict resolution and document accuracy. Experienced in customer service and CRM management, committed to improving client interactions and achieving compliance in all documentation.
Overview
3
3
years of professional experience
Work History
Customer Care Consultant
Ally Financial Inc.
Charlotte, North Carolina
12.2025 - Current
- Provided customer service support to clients regarding banking products and services.
- Maintained accurate records of client interactions and transactions in system.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- De-escalated customer issues with proven conflict mediation and problem-solving abilities.
Grocery Team Member
Whole Foods Market Inc
Charlotte, North Carolina
08.2025 - 03.2026
- Assisted customers with inquiries and product selections.
- Stocked shelves and organized displays for optimal presentation.
- Monitored inventory levels and reported shortages to management.
- Checked expiration dates on food items regularly to ensure quality standards were met.
Server
Sports One Bar & Lounge
Charlotte, North Carolina
03.2024 - 11.2025
- Provided excellent customer service in a fast-paced bar and lounge environment.
- Managed food and drink orders efficiently during busy shifts.
- Collaborated with kitchen staff to ensure timely meal preparation.
- Assisted in training new servers on company standards and procedures.
Customer Success Associate
Figure
Charlotte, North Carolina
09.2024 - 05.2025
- Documented customer interactions in the CRM system for tracking purposes.
- Reviewed borrower documents for completeness and compliance.
- Prepared documents for closing such as promissory notes, title searches, appraisals, and other required paperwork.
- Inspected loan documentation for mistakes and corrected discrepancies.
- Explained home equity products and services to potential borrowers.
Server
P.F. Chang’s
Charlotte, North Carolina
10.2022 - 04.2024
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Provided exceptional service to high volume of daily customers.
- Handled money transactions accurately while following company procedures for handling cash payments.
Customer Success Representative
Wells Fargo
Charlotte, North Carolina
10.2023 - 01.2024
- Managed multiple projects concurrently while meeting tight deadlines.
- Modified, opened and closed customer accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Performed financial transactions such as deposits, withdrawals and transfers for clients.
- Provided customer service support to clients via phone, email and online chat.
Client Service Associate
Morgan Stanley
Charlotte, North Carolina
11.2022 - 06.2023
- Generated reports detailing the activities of each account, including trade history and portfolio performance.
- Built positive and productive customer connections to drive consistent sales.
- Assisting in the execution of trades for international accounts and providing operational support to international financial advisors.
- Assisted financial advisors with client account management and documentation.
- Processed new accounts quickly and efficiently while ensuring compliance with regulations.
- Assisted clients in understanding their account information, such as asset allocation and performance metrics.
Education
High School Diploma -
Easton Area High School
Easton, PA06-2017
Some College (No Degree) - Business Administration
Central Piedmont Community College
Charlotte, NCSome College (No Degree) - Biology
Northampton Community College
Bethlehem, PASkills
- Attention to detail
- Conflict resolution
- CRM management
- Customer relationship management
- Data entry accuracy
- Time management
- Client relationships
- Client retention strategies
- Escalation management
Timeline
Customer Care Consultant
Ally Financial Inc.
12.2025 - Current
Grocery Team Member
Whole Foods Market Inc
08.2025 - 03.2026
Customer Success Associate
Figure
09.2024 - 05.2025
Server
Sports One Bar & Lounge
03.2024 - 11.2025
Customer Success Representative
Wells Fargo
10.2023 - 01.2024
Client Service Associate
Morgan Stanley
11.2022 - 06.2023
Server
P.F. Chang’s
10.2022 - 04.2024
High School Diploma -
Easton Area High School
Some College (No Degree) - Business Administration
Central Piedmont Community College
Some College (No Degree) - Biology
Northampton Community College