Summary
Overview
Work History
Education
Skills
Timeline
Generic

Raeyana Greenhouse

Westlake,TX

Summary

Customer Service Representative bringing excellent skills in oral and written communication, active listening, and analytical problem-solving. Maintain customer satisfaction and contribute to company success. A great team player with an outgoing, positive demeanor. Im looking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.

Overview

5
5
years of professional experience

Work History

American Airlines Designated Team.

Fidelity Investments
04.2023 - Current
  • Built strong bonds with AA participants by respecting unique differences and specific.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns for their accounts.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Cross-trained existing employees to maximize team agility and performance.
  • Developed and maintained relationships with customers and suppliers through account development.

Financial Customer Associate

Fidelity Investments
10.2022 - 04.2023
  • 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.
  • Handled incoming payments and outgoing disbursements.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Met with customers to assess needs, financial status and eligibility.
  • Strong resource utilization, including OLR, Plan Pro, XTRAC and FPRS.
  • Ability to interact in a team environment while maintaining a positive team influence in helping the team to attain departmental goals.
  • Self-motivated and works independently; able to manage case work
    and work items and resolve in a timely manner.

Unlicensed Financial Service Assoicate

TD Ameritrade
03.2022 - 10.2022
  • Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs, in addition to introducing clients to Schwab and TD Ameritrade’s products and services.
  • Using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Administrator Coordinator

Caine & Weiner
12.2019 - 03.2022
  • Assisted in preparation and processing of payroll to facilitate prompt staff payments.
  • Update new accounts with current contact information for new or existing businesses.
  • Provide Administrative Support to executive management by handling all inbound calls.
  • Assist with daily audit of online credit disputes using vendor and company software.
  • Review account status for escalation to Operational Management or Compliance Team.
  • Responding to customer inquiries and requests in a timely fashion.
  • Maintaining a courteous and understanding manner with each customer
  • Organized, facilitated and participated in community service efforts.
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.

Customer Service Representative

Results Companies
06.2019 - 12.2019
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Evaluating the needs of inbound callers and attempting to diagnose issues over the phone.
  • Routing drivers to authorized repair facilities as needed.
  • Communicating service interruptions to Operations so that alternative delivery plan can be made.
  • Identifying warrantable repairs and file claims with the appropriate vendor or manufacturer.
  • Processing and reconciling invoices for approval.

Education

Bachelor of Arts -

Bellevue University
Bellevue, NE
12.2025

Associate of Arts - Department of Education

Dallas Community College
Dallas, TX
12.2022

Skills

  • FPRS
  • ABL
  • agentBot
  • Proficient in Excel
  • Advance knowledge of Microsoft

Timeline

American Airlines Designated Team.

Fidelity Investments
04.2023 - Current

Financial Customer Associate

Fidelity Investments
10.2022 - 04.2023

Unlicensed Financial Service Assoicate

TD Ameritrade
03.2022 - 10.2022

Administrator Coordinator

Caine & Weiner
12.2019 - 03.2022

Customer Service Representative

Results Companies
06.2019 - 12.2019

Bachelor of Arts -

Bellevue University

Associate of Arts - Department of Education

Dallas Community College
Raeyana Greenhouse