Pacifini Brunson
Charlotte,NC
Summary
Profile Summary: Over 1 year of mentoring, coaching and supporting team members. Meets and exceeds performance metrics to include sales, service and compliance objectives. Intermediate MS office proficiency to include: Word, Excel and Customer Information View(CIV). Over three years of call center experience within a financial / banking environment. Achieving and exceeding goals assisting, coaching and providing feedback in customer service and sales. Works well with others in team building activities Qualifications.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Customer Operations Specialist
Charter Communications, Spectrum
04.2018 - Current
- Implemented new software tools that streamlined workflows, increasing overall team efficiency.
- Streamlined operations by implementing effective organizational systems for customer inquiries.
- Boosted team productivity by providing ongoing training and support to fellow specialists.
- Analyzed operational and financial data to identify business insights and opportunities for process improvement.
JIT Vendor Enrollment Specialist
AvidXchange
05.2016 - 01.2018
- Qualified and enrolled suppliers in automation services through outbound cold calling
- Listened and addressed the concerns of suppliers to support them through value driven education
- Met or exceeded daily communication objectives; actively imputed and maintained vendor data in Excel spreadsheet(s) and our CRM
- Ensured information is submitted within the given daily deadline; provided a great adoption experience for suppliers
- Supported the efforts of the vendor enrollment activities within AvidXchange
- Professionally represented AvidXchange and its offerings by creating supplier excitement
- Supported a team environment by sharing best practices, maintaining a winning mindset, and embracing a valued based culture with a great place to work
OPTUM Ins.
10.2015 - 04.2016
- Changing Primary Care Plans for members
- Providing Physician look-up for members
- Reviewing members benefits
NBBC Phone Banker II
Wells Fargo
10.2013 - 09.2015
- Satisfy customer’s financial needs and help them success financially
- Take up to 80 plus inbound calls
- Answer inquires and resolves problems about checking, savings, CD’s, and loans
- Enhance customer’s relationship with Wells Fargo by upselling products and services
- Provide stellar service while aiding coworkers in resolving routine and escalated problems through research and utilization of company tools and resources
- Mentoring of coworkers 1:1, and help coach other bankers to increase their overall performance
- Having the ability to navigate multiple windows and applications and utilize search tools to find information
- ATM Demographics OIB
- DAT Debit Card Disputes
Education
Bachelors Degree - Psychology
Fayetteville State University
Fayetteville, NC01.2012
H.S. Diploma -
Student-First Academy High School
Charlotte, NC01.2006
Skills
- Mentoring
- Coaching
- Supporting team members
- Performance metric
- MS Office
- Word
- Excel
- Outlook
- Customer Information View (CIV)
- Call center experience
References
References upon request
Certification
Bronze Team Member Winner 2024
Timeline
Customer Operations Specialist
Charter Communications, Spectrum
04.2018 - Current
JIT Vendor Enrollment Specialist
AvidXchange
05.2016 - 01.2018
OPTUM Ins.
10.2015 - 04.2016
NBBC Phone Banker II
Wells Fargo
10.2013 - 09.2015
H.S. Diploma -
Student-First Academy High School
Bachelors Degree - Psychology
Fayetteville State University