Olivia Rosa
Summary
Seasoned Customer Associate with 4 years of experience dedicated to providing highest quality service and making customers feel welcome. Committed to exceeding sales expectations and furthering company goals. Timely and situationally aware employee dedicated to supporting productive work environments.
Overview
4
4
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments, Participant Services
06.2023 - Current
- Engaged customers on phone by greeting them, answering questions on products or services and asking questions to identify needs.
- Recommended items to customers based on specific needs and explained features and benefits.
- Worked with other customer support teams to develop consistent and equal high-quality levels of support.
- Provided exceptional customer service to high-volume customer base, resolving issues, answering inquiries and providing product information.
- Handled difficult customer situations with grace and professionalism, consistently meeting first-call resolution metrics.
- Listened to customers in actively to assess issues and provide accurate information.
- Collaborated with cross-functional teams to provide timely and accurate responses to customer inquiries.
Customer Relationship Advocate
Fidelity Investments
10.2022 - 06.2023
- Successfully completed the Fidelity Essentials gateway
- Networked relationships with colleagues
- Phone time with clients, assisting them with their basic financial needs, password resets, updating account information ect
- Completed to its entirety PassPerfect SIE and Series 7 content
- Knowledge of use of systems such as all Microsoft systems, FOCUS POINT, Adobe, Genesys and FIDCENTRAL.
Universal Financial Representative
Westerly Community Credit Union
07.2021 - 10.2022
- Extensive knowledge and training of everyday personal banking
- As well as teller transactions and consumer loans ex: credit cards, personal loans, automotive loans, personal lines of credit and home improvement loans
- Clear understanding of how to use platforms as such as Symitar, loans PQ, CUNA CPD, All Microsoft platforms, VERAFIN and OFAC sanctions
- Obtained NMLS number July of 2022.
- Met with customers to assess needs, financial status and eligibility.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Hostess/Server
Alainas Ale House
05.2019 - 10.2021
- Beginning of customer service skills
- Seating people, running food, clearing tables
- Acted as support staff for servers, bartenders, and managerial staff
- Learned key team bonding techniques, and how to work properly as a team.
Barista Shift Lead
Alainas Coffee & Kitchen
05.2020 - 07.2021
- Developed strong team work and, skills
- Serving a wide variety of the individuals in the community.
Education
High School Diploma -
Chariho High School
Wood River Junction, RI2021
Skills
- Strong customer service skills
- Critical thinking and Problem Solving
- Teamwork
- Clear Communication Skills
- Adaptability
- Professionalism
- Strong work ethic
- Detail oriented
- Dependable
- Customer Account Management
- Adobe Systems Adobe Flash
- Microsoft Office
- Customer Relationship Management
- Customer Transactions
- Time Management
Timeline
Financial Customer Associate
Fidelity Investments, Participant Services
06.2023 - Current
Customer Relationship Advocate
Fidelity Investments
10.2022 - 06.2023
Universal Financial Representative
Westerly Community Credit Union
07.2021 - 10.2022
Barista Shift Lead
Alainas Coffee & Kitchen
05.2020 - 07.2021
Hostess/Server
Alainas Ale House
05.2019 - 10.2021
High School Diploma -
Chariho High School
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