Detail-oriented customer service and financial services professional with expertise in banking, legal intake, and client relations. Specializes in resolving customer issues, maintaining confidentiality, and processing transactions with precision and compliance. Committed to enhancing client satisfaction through effective communication and organized support.
Overview
5
5
years of post-secondary education
9
9
years of professional experience
Work History
Member Service Representative
State Employee Credit Union
Charlotte, NC
11.2023 - Current
Assisted members with account inquiries, transaction processing, and issue resolution, ensuring professionalism and accuracy in every interaction.
Responded to member inquiries about products, services, account benefits, and available resources, fostering informed member decisions.
Process deposits, withdrawals, and other financial transactions accurately while safeguarding confidential member information.
Confirmed member identity through secure verification processes and account information in accordance with established security and compliance procedures.
Maintained welcoming member experience while identifying and addressing additional needs to enhance member satisfaction.
Intake Specialist (Part-time)
The Law Offices of William H. Harding
Charlotte, NC
07.2022 - 03.2024
Submitted new client intake into system, managing communication with clients, insurance companies, and adjusters regarding subpoenas, claims, and legal documents.
Provided assistance to new potential clients in seeking legal representation at the office.
Coordinated subpoena services and provided support for legal office operations.
Responded to phone calls from clients, insurance companies, and adjusters regarding inquiries.
Sent essential emails concerning client issues and claims to ensure effective correspondence.
Established new claims in the system to initiate the claims process.
Processed closing and transactional documents for legal review, ensuring compliance and accuracy.
Retail Sales Associate
NEW BALANCE FACTORY STORE
CHARLOTTE, NC
04.2022 - 12.2023
Helped customers select products to meet their needs
Responded to inquiries about merchandise and promotions to facilitate informed purchases
Supported daily operational tasks to ensure store efficiency
Response Member
STARMED HEALTHCARE
CHARLOTTE, NC
09.2021 - 03.2022
Perform PCR COVID-19 testing and Rapid Antigen Testing
Accurately swab nasal for a specimen collection for lab processing
Lab's data
Swabbed nasal passages for specimen collection, facilitating timely lab analysis
Provide patients with a positive experience.
Delivered positive patient experiences through attentive communication and support during testing
Hostess
PINKY'S WESTSIDE GRILL
CHARLOTTE, NC
01.2021 - 08.2021
Took reservations and to-go orders by phone, answered customer questions and informed of accurate wait times
Cultivated positive guest relations through efficient management of information and expedited seating processes
Collected information from arriving customers to seat groups or place them on waitlist
Supervised server balance and monitored table turnover to optimize customer seating
Enhanced customer satisfaction and boosted drink sales by directing waiting guests to bar area
Call Center Representative
CONCENTRIX CHARLOTTE
, NC
10.2020 - 12.2020
Adhered to company policies and scripts to consistently achieve call-time and quality standards
Addressed product and service concerns to enhance customer retention and support sales growth
Used consultative sales approach to understand customer needs and recommend relevant offerings
Guided customers through company systems and form completion to improve access to services
Package Handler
FED EX GROUND
CHARLOTTE, NC
06.2020 - 10.2020
Prepared pallets of boxes for efficient transportation between customer and storage locations
Executed verbal and written instructions to accurately move and ship products
Analyzed production orders and shipping documents to identify items for movement and distributiond
Childcare Provider
MYERS PARK PRESBYTERIAN CHURCH
CHARLOTTE, NC
07.2017 - 01.2020
Applied positive behavior management techniques to enhance social interactions and emotional development
Applied positive behavior management techniques, fostering improved social interactions and emotional growth in children
Used positive reinforcement techniques to cultivate patience and reinforce positive behaviors in children
Observed children to identify emotional or physical development issues, collaborating with parents and supervisors to implement effective solutions.