17+ Years in Customer Service and Account Management compliance. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Proficient in Banking procedures and policies.
Overview
11
11
years of professional experience
Work History
Solution Specialist
Merrill Edge
12.2022 - Current
Sourced front line associates with elevated support by liaising with business partners to escalate processing requests
Educate associates on point of call solutions and accurate information needed to resolve client concerns
Advised with funding, distributions, new account opening, and account updates
Mentor to new associates as a certified mentor and train as a subject matter expert on account opening
Thrives from receiving ongoing performance feedback and coaching
Support my colleagues through chat lobbies by answering questions.
Service Resolution representative
Merrill Edge
11.2021 - 12.2022
Remediation by making updates and changes to account profiles
Supported clients inbound and outbound to assist with documentation for critical account changes or updates
Provided complete and concise explanations to inquires received from all levels of personnel
Knowledgeable and updated on products and procedures to provide clients with accurate information
Processed account opening for new accounts.
Wealth Management Associate
Merrill Lynch
10.2020 - 11.2021
Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
Verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
Resolved and addressed Front Line Associates inquiries and service request
Ability to manage/direct multiple functions effectively while delivering results.
Customer Associate Executive
Comcast
08.2013 - 12.2020
Operated as a Retention Specialist responsible for being front line customer resource
Handled everything from technical questions about our products and equipment to offers for new service
Addressed billing issues
Retained customers who request to disconnect or downgrade service ensuring at risk customers were satisfied
Built rapport with customers in fast-paced, structured, dynamic and high- transaction environment