Versatile Customer Support Representative skilled at offering clients easy-to-understand guidance and actionable advice. Positively impacts all customer interactions and engineering efforts for supported products.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Management Specialist
Truist Financial Corporation
01.2022 - 12.2023
Conducted comprehensive financial analysis for high-net-worth clients, evaluating investment portfolios, risk tolerance, and financial goals
Established strong, trust-based relationships with private wealth clients through regular communication and personalized financial planning sessions
Monitored and managed diverse investment portfolios, adjusting asset allocations to optimize returns based on market trends
Implemented risk management strategies to protect and enhance clients' wealth in line with their financial objectives
Identified clients' financial conditions and needs through financial planning analysis.
Customer Support Specialist
Truist Financial Corporation
06.2021 - 01.2022
Interacted with customers via multiple channels (email, chat, and phone) to address inquiries, resolve issues, and provide guidance on the usage of various products
Developed a deep understanding of our various products, features, and functionalities to effectively assist customers and provide accurate information
Documented customer interactions, issues, and resolutions in a customer support system, contributing to the knowledge base for continuous improvement
Collaborated with cross-functional teams, including development and product management, to escalate and resolve complex technical issues
Educated customers on best practices, new features, and updates to optimize their use of products.
Customer Service Team Lead
Publix Supermarkets, Inc.
12.2018 - 06.2021
Coached and mentored 25+ front-end associates to improve technical skills and performance; conducted 1:1 reviews and implemented training programs that increased team efficiency by 40%
Trained and coached 20+ new associates on proper cashiering procedures and rapport building to ensure premier customer service
Implemented a 25% reduction in returns and receipt discrepancies through mindfulness of weekly circular promotions
Performed store opening and closing obligations, including auditing cash stock and checking all equipment for proper functioning.
Assistant Textbook Manager
Barnes & Noble College, Inc.
08.2017 - 05.2021
Promoted products and services through planning and executing social media strategies while creating and publishing content to platforms and interacting with local communities and audiences
Hosted weekly store promotional events bringing in over 200 customers and retaining over 60% each week
Coordinated with management while receiving 70-100 weekly store product shipments, moving items to the floor, organizing new displays targeting specific customer groups, and selling merchandise during high-volume periods
Trained approximately 50 new hires on all processes in customer service, understanding store layout, and fulfilling and shipping out online orders.
Education
Master of Business Administration (MBA) - Data Analytics
Louisiana State University
Remote
08.2024
Bachelor of Science in Criminal Justice - Business Administration