Raeyana Greenhouse
Roanoke,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 Financial Customer Associate
Fidelity Investments - Corporate Office
Westlake , TX
10.2022 - Current
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns for their accounts.
- Engaged customers on phone by greeting them, answering questions on products or services and asking questions to identify needs.
- 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.
- Developed and implemented strategies for financial planning, investments, and retirement.
- Prepared reports detailing client portfolio performance and asset allocation.
Unlicensed Financial Service Assoicate
TD Ameritrade
Southlake , TX
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.
- Maintained updated records of all financial transactions to support traceability.
- Using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Identified needs of customers promptly and efficiently.
Office Administrator Coordinator
Caine & Weiner
Dallas , TX
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.
- Review account status for escalation to Operational Management or Compliance Team.
- Coordinated communications, financial processing, registration,recordkeeping, and other administrative functions.
- Maintaining a courteous and understanding manner with eachcustomer.
Customer Service Representative
Results Companies
Paris Tx , TX
06.2019 - 12.2019
- Identifying warrantable repairs and file claims with the appropriate vendor or manufacturer.
- Processing and reconciling invoices for approval.
- Evaluating the needs of inbound callers and attempting to diagnose issues over the phone.
- Routing drivers to authorized repair facilities as needed.
Education
Bachelor of Arts - Mathematics Teacher Education
Bellevue University
Bellevue, NE12-2025
Associate of Arts - Education
Dallas Community College
Dallas, TX05-2023
Skills
- Active Learning
- Call Documentation
- De-Escalation Techniques
- Quality Control
- Promotional Support
- Customer Service
- Work Prioritization
- Interpersonal Skills
- Customer Relations
- Analytical Thinking
- Office Equipment Proficiency
- Issue and Complaint Resolution
- Complaint Investigation
- Time Management
- FPRS
- ABL
- Agentbot
- Proficient in Excel
- Advance Knowledge of Microsoft
Timeline
American Airlines Financial Customer Associate
Fidelity Investments - Corporate Office
10.2022 - Current
Unlicensed Financial Service Assoicate
TD Ameritrade
03.2022 - 10.2022
Office Administrator Coordinator
Caine & Weiner
12.2019 - 03.2022
Customer Service Representative
Results Companies
06.2019 - 12.2019
Bachelor of Arts - Mathematics Teacher Education
Bellevue University
Associate of Arts - Education
Dallas Community College
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