Summary
Overview
Work History
Education
Skills
References
Timeline
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Phoenix Rivera

Hartford,CT

Summary

Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

4
4
years of professional experience

Work History

Banking Customer Service Representative

Republic First Bank
Philadelphia, PA
01.2023 - 04.2024
  • Provided quick and accurate assistance for customer concerns regarding ACH transactions
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Prevented key account losses by researching discrepancies and correcting problems.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Collected deposits or payments and arranged for billing.
  • Contacted customers about potential service upgrades, new services and account changes.
  • Handled cash deposits and withdrawals accurately according to established procedures.
  • Maintained records of customer accounts including transactions and balances.
  • Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
  • Processed loan applications and verified documentation for accuracy.

Data Entry Coordinator

O'RAMI
Hartford, Connecticut
02.2021 - 11.2022
  • Performed general office duties such as filing, typing, copying, scanning documents.
  • Entered customer and account data from source documents within time limits.
  • Identified discrepancies in data entries and corrected them accordingly.
  • Operated data entry equipment to input lists, records, or other data points into a computer system.
  • Compiled weekly, monthly, quarterly reports based on collected data entries.
  • Provided support to end users related to data entry issues and queries.
  • Assisted in developing new methods for improving accuracy of data entry processes.
  • Reviewed and verified data for accuracy and completeness before entering into the database.

Payroll Clerk

Family Dollar
Bristol, CT
11.2019 - 12.2020
  • Assisted in the preparation of monthly financial reports related to payroll activities.
  • Maintained accurate records of all payroll transactions.
  • Assisted HR team with benefit enrollment activities as necessary.
  • Coordinated new hire onboarding activities such as running background checks and entering employee data into payroll system databases.
  • Calculated accurate wages, including overtime, salary increases and bonuses.
  • Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
  • Verified accuracy of timekeeping records to ensure compliance with federal and state regulations.

Education

High School Diploma -

Howell Cheney Technical High School
Manchester, CT
06-2018

Skills

  • Transaction Processing
  • Client Confidentiality
  • Sales proficiency
  • Call Documentation
  • Quality Control
  • Customer Service
  • CRM Software
  • Relationship Building

References

References available upon request.

Timeline

Banking Customer Service Representative

Republic First Bank
01.2023 - 04.2024

Data Entry Coordinator

O'RAMI
02.2021 - 11.2022

Payroll Clerk

Family Dollar
11.2019 - 12.2020

High School Diploma -

Howell Cheney Technical High School

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Phoenix Rivera