Summary
Overview
Work History
Education
Skills
Enjoy staying fit
Languages
Timeline
Generic

Patrice Falks

San Antonio,TX

Summary

Friendly Bilingual Receptionist with background in various office settings. Knowledgeable about security service and clerical requirements. Takes on multiple simultaneous tasks with excellent time management abilities and resourceful approach. Positive and upbeat with strong relationship-building abilities.

Overview

28
28
years of professional experience

Work History

Receptionist

Liberty Tax Service
01.2024 - Current
  • Schedule 30 client appointments for staff teams.
  • Played instrumental role in maintaining clean work environment.
  • Compiled information from files and research to satisfy information requests.
  • Increase customer retention rates through exceptional communication skills and problem-solving abilities.
  • Maintain confidentiality of information regarding clients and company.
  • Support office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Keep reception area clean and neat to give visitors positive first impression.
  • Answer central telephone system and directed calls accordingly.

Retirement Plan Specialist

Capital Group
07.1996 - 07.2022
  • Facilitated smooth transitions for new clients, coordinating with internal teams to establish retirement plan accounts.
  • Helped clients make informed decisions about 401(k) plans.
  • Maintained up-to-date knowledge of industry trends and legislative changes, ensuring accurate information was provided to clients and their participants.
  • Developed strong relationships with clients, financial advisors, third party administrators and attorneys fostering trust through consistent communication and expert advice.
  • Provided training and support to junior staff members, helping them develop skills necessary for career advancement within company.
  • Resolved problems, improved operations and provided exceptional service.
  • Excellent communication skills, both verbal and written.
  • Identified issues, analyzed information and provided solutions to problems.
  • Demonstrated leadership skills in managing projects from concept to completion.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Paid attention to detail while completing assignments.

Customer Service Representative

Citibank
  • Serviced 50 to 70 calls daily.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Championed process improvement initiatives within team, leading to increased efficiency and productivity levels for all agents involved.
  • Reduced call resolution time through efficient problem-solving and communication skills.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Streamlined call center processes for improved efficiency and reduced wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Answered constant flow of customer calls with minimal wait times.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Responded to customer requests for products, services, and company information.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Updated account information to maintain customer records.
  • Provided primary customer support to internal and external customers.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.

Accounts Receivable Clerk

La Mansion Del Rio Hotel
  • Increased efficiency of collections efforts through development of targeted strategies for contacting delinquent accounts.
  • Managed up 50 accounts during peak season
  • Implemented automated reminder emails to clients regarding upcoming due dates for payments, resulting in timelier remittance processing.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Responded to inbound inquiries regarding accounts and payments.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.

Education

Bachelor of Arts - Marketing/Finance

UTSA
San Antonio, TX
03.2007

Skills

  • Courteous and Professional

  • Telephone skills

  • Data Entry

  • Customer and client relations

  • Scheduling appointments

  • Professional Demeanor

  • Records Maintenance

  • Security understanding

Enjoy staying fit

I enjoy staying fit. I recently started running again. Enjoy volunteering at my church and helping those in need. 

Languages

Spanish
Native or Bilingual

Timeline

Receptionist

Liberty Tax Service
01.2024 - Current

Retirement Plan Specialist

Capital Group
07.1996 - 07.2022

Customer Service Representative

Citibank

Accounts Receivable Clerk

La Mansion Del Rio Hotel

Bachelor of Arts - Marketing/Finance

UTSA

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Patrice Falks