Professional with comprehensive experience in customer service, excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
10
10
years of professional experience
Work History
Customer Service Team Lead
E*TRADE From Morgan Stanley
05.2021 - Current
Coached new team members on service techniques and provided scoring through quality assurance program.
Improved customer satisfaction by addressing and resolving complex issues in a timely manner.
Resolved customer service issues using company processes and policies and provided updates to customers.
Enhanced team productivity by providing ongoing coaching to Customer Service Representatives.
Supported representatives in navigating difficult interactions with customers, offering guidance on appropriate de-escalation techniques when needed.
Reviewed customer survey results periodically to identify patterns of dissatisfaction and address them proactively within the team.
Assisted management in hiring decisions by conducting interviews with prospective candidates and evaluating their suitability for the Customer Service role effectively.
Mentored new hires, providing guidance to ensure their successful integration into the team.
.
Senior Financial Services Representative
E*TRADE Securities
03.2016 - 04.2021
Assisted client various legal concerns promptly and professionally, maintaining a high level of customer satisfaction.
Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Facilitated morning huddles with regional branch BSRs.
Provided support during high call volume periods, maintaining professionalism under pressure.
Educated customers on available products and services, tailoring recommendations based on individual needs and preferences.
Licensed Associate Financial Services Rep
E*TRADE Financial
12.2014 - 03.2016
Maintained up-to-date knowledge of industry regulations, trends, and best practices while handling high call volumes.
Engage customers to generate sales leads by further strengthen customer relationships
Worked closely with other departments to provide seamless services and resolution to complex client requests
Assisted clients in navigating the website for various needs