Dedicated and skilled individual with more than 5 years of experience in customer service. Motivated to maintain customer satisfaction and to contribute to the success of the organization.
Overview
8
8
years of professional experience
Work History
Accounting Clerk
Village Of Morton Grove
02.2024 - Current
Ensures records are easily searchable by applying correct codes to invoices, files, and receipts.
Supports finance department with administrative tasks including document filing, material copying, and supply restocking.
Ensures efficient handling of all incoming calls.
Maintains compliance with all established guidelines and legal requirements.
Maintains accuracy and currency of records through invoice management and payment processing.
Supports residents and customers with diverse payment processes and village-related questions.
Corrects errors to ensure accurate financial records.
Enhance efficiency in handling stamp transfers for various properties.
Associate Banker
Chase
10.2022 - 02.2024
Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
Streamlined banking operations by implementing efficient processes and utilizing advanced technology tools.
Engaged with clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings.
Helped clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements.
Educated clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want.
Assisted clients and the branch team by helping with new account openings when needed.
Performed branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Licensing Coordinator
Guarantee Trust Life Insurance Company
03.2022 - 10.2022
Reviewed all on-boarding agent packets upon receipt.
Screened all agent paperwork for accuracy and requirements.
Conducted follow-ups to gather requirements from Agency Representatives.
Executed General Agent Agreements and Produce Commission Schedules.
Filed/Scanned all new documents according to company practice.
Ran and managed agent reports for distribution.
Completed all data entry of agent records on the GTL administrative system (LifePro).
Processed Agent State Appointments and Terminations according to each state's regulations.
Phone coverage for the Licensing Department.
Communicated essential updates to agents and agencies via email.
Designated distinct codes for agent identification.
Executed various supplementary responsibilities as required.
Receptionist
Guarantee Trust Life Insurance Company
01.2021 - 03.2022
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Assisted in the planning of office events and meetings, ensuring smooth execution and positive outcomes.
Demonstrated proficiency in telephone and front desk reception within a high call volume environment.
Transferred calls appropriately as well as take messages and answer general questions.
Manage projects for other departments throughout the company.
Data entry in excel, creating word documents, entering data, maintaining policies on internal systems, processing claims, etc.
Customer Service & Cashier
Audi Morton Grove
01.2020 - 04.2020
Handled payments through multiple methods including cash, checks, and credit cards.
Maintained and ran the credit card machine, cash report, and balanced register, etc.
Maintained and handled all invoices for parts, and service departments, as well as file them.
Managed cash register operations accurately, reducing the risk of shortages or overages in daily reconciliations.
Transferred calls to appropriate departments and provided necessary details.
Operated office equipment such as copiers, phone systems, and used computers for spreadsheet, word processing, database management, and other applications.
Scheduled and confirmed service appointments for customers.
Handled diverse administrative responsibilities as instructed by management.
Customer Service Representative
ABT Electronics
02.2017 - 04.2019
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Contributed to sales growth by upselling products and services based on individual customer requirements.