MORGAN WHITE
Paris,USA
Summary
Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible, and computer-savvy.
Overview
8
8
years of professional experience
Work History
Client Services Specialist
CENTRAL BANK
03.2023 - Current
- Assist with customers' banking, including debit cards, credit cards, loans, online banking, and transfers.
- Resolved client issues quickly and efficiently while demonstrating a professional demeanor.
- Conducted follow-up calls to ensure that customers were satisfied with the resolution of their issue.
- Refer products and services to clients.
- Developed strong relationships with clients by providing excellent customer service and support.
Inside Sales
TEMA ISENMANN
10.2021 - 03.2023
- Answered calls and directed dealers or salesmen to the correct person.
- Enter sales orders and file away job orders.
- Prepared shipping documents and scheduled freight trucks.
- Provided guidance and support to the inside sales team on daily operations.
- Performed inside sales and services for prospective customers.
- Ensured compliance with applicable laws and regulations related to inside sales and marketing operations.
Associate Team Leader
H & R BLOCK
10.2019 - 04.2020
- Answered phone calls and scheduled appointments.
- Ensured all customers were treated with respect, and the tax returns were completed in a timely manner.
- Developed and implemented strategies to improve team productivity.
- Developed weekly, monthly, quarterly reports on team performance.
- Ensured compliance with company policies and procedures by all staff members.
Teller II
KENTUCKY BANK
01.2018 - 09.2019
- Accepted and processed customer payments in cash, credit cards, and checks, while always checking for validity.
- Acknowledged customer issues and resolved their problems quickly and efficiently.
- Assisted customers in understanding their available options, while helping them select the right products to fit their needs.
- Verified customers' identification to ensure compliance with laws and regulations.
Server/host
Rafferty's
08.2017 - 01.2018
- Assisted hosts and hostesses with seating of guests during rush times.
- Completed all side work after completion of dining service.
- Effectively maintained a clean working environment during each shift.
- Ensured all meals served to guests met quality standards.
- Provided excellent customer service to ensure satisfaction.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Took orders from customers accurately and in a timely manner.
Dietary Aide
Bourbon Heights Nursing Home
Paris , KY
09.2016 - 09.2017
- Took orders, prepared meals, and served them to employees and residents of the nursing home.
- Ensured the dining area was always clean and stocked.
- Improved food service by evaluating processes and implementing new ideas.
- Took extreme care serving food and reading tickets to ensure the food was properly prepared.
- Stocked supplies in dining areas as needed.
- Delivered meals to residents and patients in their rooms when requested.
- Informed supervisor about any changes in patient's dietary needs or preferences.
Education
High School Diploma -
PARIS HIGH SCHOOL
05-2014
Some College (No Degree) - Music Education
Morehead State University
Morehead, KY01-2014
Skills
- Excel
- Time management
- Communication
- Typing
- Problem-solving
- Microsoft Office
- Organizational skills
- Communication skills
- Client Support
- Order Processing
- Sales Strategies
- Restaurant experience
- Front desk
- Cross-Selling and Partner Referrals
- Documentation skills
References
References available upon request.
Timeline
Client Services Specialist
CENTRAL BANK
03.2023 - Current
Inside Sales
TEMA ISENMANN
10.2021 - 03.2023
Associate Team Leader
H & R BLOCK
10.2019 - 04.2020
Teller II
KENTUCKY BANK
01.2018 - 09.2019
Server/host
Rafferty's
08.2017 - 01.2018
Dietary Aide
Bourbon Heights Nursing Home
09.2016 - 09.2017
High School Diploma -
PARIS HIGH SCHOOL
Some College (No Degree) - Music Education
Morehead State University
Similar Profiles
Clara CandelarioClara Candelario
Customer Care Representative at Central BAnkCustomer Care Representative at Central BAnk
Lemuel H. WaldenLemuel H. Walden
Bank Teller at Central BankBank Teller at Central Bank
Laura PerezLaura Perez
Senior Customer Service Representative at Central BankSenior Customer Service Representative at Central Bank