Nakitia Artis
Charlotte,NC
Overview
9
9
years of professional experience
Work History
Onboarding Specialist
Beyond Finance
Houston, TX
12.2022 - Current
- Analyze our current onboarding processes to identify areas for automation and an improved client experience
- Delight clients with expert guidance and support during our onboarding process
- Define, document, and debug how we interact with new financial institutions
- Define and evolve our onboarding processes as we take on clients with new needs in new verticals
- Partner with Customer Success, Sales, and Marketing to advocate for client needs
- Guide clients through onboarding, collecting necessary documents.
- Ensure compliance with regulations and company policies.
- Maintain organized client records.
- Provide exceptional client communication and support.
Inbound Sales Representative
Charter Communnications
Morrisville, NC
08.2021 - 12.2022
- Identified customer needs and recommended products accordingly.
- Applied good listening skills to determine customer preferences and financial limits.
- Collected deposits or payments and arranged for billing.
- Closed sales by building rapport and overcoming objections.
- Maintained detailed records of all sales transactions in CRM system.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Built trust and loyalty by maintaining professionalism while persuading customers.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Monitored competitor activities to stay ahead of competition in the market.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Senior Small Business Customer Service Rep
Wells Fargo
Charlotte, NC
03.2021 - 09.2021
- Mentored junior team members and managed employee relationships.
- Answered customer inquiries and provided accurate information regarding products and services.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Used proven techniques to de-escalate angry customers during telephone interactions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Small Business Customer Service Representative
Wells Fargo
Charlotte, NC
03.2020 - 03.2021
- Developed strong relationships with customers by providing personalized assistance and support.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Updated databases with new and modified customer data.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Answered customer inquiries and provided accurate information regarding products and services.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Upheld quality control policies and procedures to increase customer satisfaction.
Customer Service Chat Representative
Wayfair
Remote, US
03.2019 - 03.2020
- Respond promptly to customer inquiries via live chat, ensuring high-quality and personalized support.
- Resolve customer issues efficiently, escalating to appropriate channels when necessary.
- Keep abreast of product updates, policies, and industry trends to provide informed assistance.
- Collaborate with team members to share insights and improve overall customer support strategies.
- Maintained up-to-date knowledge of company's products, services, and policies.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Answered customer inquiries regarding product features, pricing plans and orders.
Data Entry Specialist
Graphic Components
Greensboro, NC
02.2018 - 03.2019
- Organized and filed data in appropriate locations for easy access to essential information.
- Verified entries made in the database against original paper documents to ensure accuracy.
- Compiled, sorted and verified electronic data against hard copies to support quality control efforts.
- Resolved problems related to incorrect or incomplete data entries.
- Organized files, updated customer information, and generated reports as requested.
- Transferred data from hard copies to digital databases, organizing information in new formats.
- Maintained detailed logs of finished and in-progress data entry projects to identify areas of improvement and increase productivity.
- Reviewed database entries to verify regulatory compliance.
- Entered large volumes of data quickly with a high degree of accuracy.
- Entered data into spreadsheets, documents and databases with high accuracy rate.
- Facilitate order changes with CSR and workflow Coordinator
- Communicate with the pre-press department on changes/improvements to process as it comes up
Sales Associate
Marshalls
Greensboro, NC
06.2016 - 02.2018
- Actively market TJX rewards campaign to generate in-store sales and customer loyalty.
- Ticketed, arranged and displayed merchandise to promote sales.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
- Answered store and merchandise questions and led customers to wanted items.
- Attended weekly team meetings to review performance goals and objectives.
- Cleaned shelves, counters and tables to maintain organized store.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Maintained knowledge of sales and promotions, return policies and security practices.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
Crew Member Team Leader
Burger King
Wilson, NC
02.2015 - 06.2016
- Enforced company policies regarding attendance, dress code, break times.
- Managed cash flow by accurately counting money at beginning and end of shift.
- Supervised team members during peak hours to ensure smooth operations.
- Assisted in training new crew members on proper food preparation, customer service, and safety protocols.
- Worked productively as lead or helping team member to drive customer satisfaction.
- Monitored team member performance to ensure quality standards were met.
- Maintain sanitation, health, and safety standards in work areas.
- Clean food preparation areas, cooking surfaces, and utensils to ensure a safe kitchen environment for staff and food preparation.
Education
Bachelor of Science - Human Resources Management
University of North Carolina At Greensboro
Greensboro, NC12.2021
MBA - Business Management
Strayer University
Washington, DCLeadership Experience
Volunteer Assistant JUNE 2014 –AUG 2016
Beddingfield Cubs Youth Organization, Wilson, NC
- Assisted organizers in setting up the event.
- Supervising and monitoring the safety of small kids.
- Presented information as sponsored.
Teacher’s Assistant NOV 2019–JUN 2022
Northeast Guilford High School, McLeansville, NC
- Assist teachers with lesson preparation by getting materials ready and setting up equipment.
- Ensure the classroom environment is safe and clean by complying with state, school, and class rules and regulations.
- Document student progress and communicate with parents to keep them informed.
- Prepare materials for lessons, demonstrations, and bulletin boards.
- Work with students individually or in small groups for extension or remediation.
- Provide extra help as needed to students with physical, mental, or linguistic limitations.
- Maintain detailed records of students’ progress on instructional or behavioral goals.
- Grade assignments and record results in the school computer system.
- Participate in parent-teacher conferences as requested by the teacher.
Timeline
Onboarding Specialist
Beyond Finance
12.2022 - Current
Inbound Sales Representative
Charter Communnications
08.2021 - 12.2022
Senior Small Business Customer Service Rep
Wells Fargo
03.2021 - 09.2021
Small Business Customer Service Representative
Wells Fargo
03.2020 - 03.2021
Customer Service Chat Representative
Wayfair
03.2019 - 03.2020
Data Entry Specialist
Graphic Components
02.2018 - 03.2019
Sales Associate
Marshalls
06.2016 - 02.2018
Crew Member Team Leader
Burger King
02.2015 - 06.2016
Bachelor of Science - Human Resources Management
University of North Carolina At Greensboro
MBA - Business Management
Strayer University
Similar Profiles
Paiton TrahanPaiton Trahan
Client Success Agent at Beyond FinanceClient Success Agent at Beyond Finance
Marco FilippettoMarco Filippetto
Financial planning & analysis modeller at Beyond FinanceFinancial planning & analysis modeller at Beyond Finance
Bailey L. RiceBailey L. Rice
Certified Debt Specialist at Beyond FinanceCertified Debt Specialist at Beyond Finance
BRITAN KATZBRITAN KATZ
Certified Debt Specialist at Beyond FinanceCertified Debt Specialist at Beyond Finance
Christopher PurcellChristopher Purcell
Team Member Development Manager at Lifetime Athletic ClubTeam Member Development Manager at Lifetime Athletic Club