Miles Curtis
Houston
Summary
Customer service and sales professional with 5+ years of experience delivering exceptional client support across banking, finance, healthcare distribution, and automotive sales. I have a proven track record of accuracy in cash handling, resolving customer issues, and promoting financial products to meet branch and organizational goals. I am known for building strong customer relationships, maintaining compliance with industry regulations, and improving operational efficiency. I adept at managing high-volume transactions, supporting team performance, and enhancing customer experience through effective communication and problem-solving.
Overview
6
6
years of professional experience
Work History
Bank Teller
PNC Bank
10.2024 - Current
- Customer Service: Provided excellent customer service by greeting clients, answering inquiries, and resolving issues in a professional and timely manner.
- Cash Handling: Accurately processed deposits, withdrawals, and transfers, ensuring that all transactions were completed in accordance with bank policies and procedures.
- Account Management: Assisted customers with opening and closing accounts, updating personal information, and explaining account services and fees.
- Transaction Accuracy: Maintained a high level of accuracy in all cash and non-cash transactions, with attention to detail in balancing daily cash drawers and ensuring proper documentation.
- Sales Support: Promoted bank products and services, such as savings accounts, loans, and credit cards, to customers based on their financial needs.
- Compliance & Security: Ensured compliance with bank regulations, policies, and procedures, including anti-money laundering (AML) and Know Your Customer (KYC) guidelines.
- Problem Resolution: Identified and resolved customer issues or discrepancies related to accounts, while maintaining confidentiality and professionalism.
- Team Collaboration: Worked closely with team members and branch managers to meet service goals and contribute to branch performance.
- Notary: Notarizing documents for clients.
Member Service Representative
Associated Credit Union of Texas
07.2023 - 04.2024
- Skilled in providing prompt, efficient, and accurate service while processing transactions, handling member inquiries, and resolving complaints in a professional manner.
- Proficient in identifying and educating members on relevant credit union and partner products/services, enhancing the member experience beyond initial transactions.
- Experienced in maintaining dual control, adhering to compliance and audit standards, and following cash handling procedures to ensure policy and procedure adherence.
- Capable of responding to and resolving member issues, escalating when necessary, to maintain high standards of service.
- Assists management with dual control procedures and supports branch operations, including ATM, vault, cash shipments, and night-drop procedures.
Salesperson
Mike Calvert Toyota
08.2022 - 01.2023
- Built and maintained strong relationships with new and returning customers, ensuring high levels of satisfaction.
- Proactively greeted and consulted with customers to understand their vehicle needs, providing detailed information on Toyota models and features.
- Guided customers through the entire sales process, from initial consultation to closing, including preparing and presenting sales contracts, and assisting with financing and lease options.
- Maintained up-to-date knowledge of Toyota vehicles, industry trends, and competitor offerings.
- Participate in training sessions and educate customers on the benefits of Toyota vehicles, including safety, fuel efficiency, and resale value.
- Consistently achieved individual and team sales targets.
- Contribute to sales meetings and collaborate with colleagues to meet overall dealership goals.
- Monitor and report on sales performance, utilizing customer feedback to drive improvements.
Customer Service Representative
Cardinal Health
07.2019 - 08.2022
- Established, maintained, and enhanced customer relationships through effective contract administration, processing customer orders, and resolving issues.
- Acted as a liaison between customers and outsourced services, including medical billing and reimbursement, facilitating problem-solving, research, and dispute resolution.
- Identify and communicate solutions for order delays, missing information, and product availability issues based on customer profiles.
- Clearly communicate any delays or issues to customers and internal stakeholders.
- Utilized internal dashboards and reporting tools to analyze order data, identify root causes of issues, and create visuals to effectively communicate findings.
- Collaborated with Quality and Global Trade teams to ensure compliance for international shipments and special-order requirements.
Education
Associate of Arts - Business
Houston Community College
Houston, TX12-2027
Skills
- Accomplished sales and service leader, driving results through effective territory management, team empowerment, and sustained revenue growth, while strategically enhancing market positioning for exceptional customer experiences in challenging business landscapes
- Expert in fostering enduring relationships and delivering top-tier customer service, emphasizing professionalism, efficiency, and timeliness, leveraging a strong sales background and innovative business practices
- Attention to detail
- Professionalism and courtesy
- Money handling
- Deposit and withdrawal management
- Cash counting
- Transaction processing
- Listening and comprehension
- Relationship building
- Sales and Cross-selling
- Customer relationship management (CRM)
- Fraud detection
- Customer relationship development
- Patience and empathy
- Regulatory compliance
Notary Public
Licensed Texas Notary Public
Timeline
Bank Teller
PNC Bank
10.2024 - Current
Member Service Representative
Associated Credit Union of Texas
07.2023 - 04.2024
Salesperson
Mike Calvert Toyota
08.2022 - 01.2023
Customer Service Representative
Cardinal Health
07.2019 - 08.2022
Associate of Arts - Business
Houston Community College