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
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.
Facilitated member understanding of products, services, and account benefits, enabling informed decision-making.
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.
Created welcoming environment while identifying and addressing member needs to improve overall satisfaction.
Intake Specialist
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
Educated customers on product features, benefits, and proper usage techniques effectively.
Completed transactions in an efficient manner while providing excellent customer service.
Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
Processed transactions accurately using point-of-sale systems and cash handling procedures.
Response Member
STARMED HEALTHCARE
CHARLOTTE, NC
09.2021 - 03.2022
Swabbed nasal passages for specimen collection, ensuring accurate lab processing
Perform PCR COVID-19 testing and Rapid Antigen Testing
Delivered positive patient experiences through attentive communication and support during testing
Organized lab data for efficient retrieval and analysis.
Utilized various software and tools to streamline processes and optimize performance.
Call Center Representative
CONCENTRIX CHARLOTTE
, NC
10.2020 - 09.2021
Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Managed high call volumes while maintaining professionalism and empathy in communication.
Answered, screened and processed high volume of calls daily with call management system and web-based communications.
Utilized CRM software to track and manage customer relationships proficiently.
Improved product knowledge on a continuous basis to provide optimal service and achieve sales quotas.
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 distribution
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.