Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rebecca Ross

Spokane ,WA

Summary

Client relationship and merchant-services professional with experience in customer retention, complex financial issue resolution, account research, and escalated client support. Skilled at identifying client needs, communicating tailored solutions, and partnering across teams to improve service outcomes. Known for accurate documentation, dependable follow-through, and calm, professional service in fast-paced environments.

Overview

15
15
years of professional experience

Work History

Bank of America | Client Relationship Specialist,

Bank of America
08.2022 - Current

• Resolve complex financial inquiries while working toward monthly performance, quality, and client-retention objectives.

• Manage high-volume client calls, identify reasons behind potential account closures, and recommend tailored solutions to support retention.

• De-escalate sensitive client concerns through active listening, clear communication, and solution-focused support.

• Analyze client feedback and recurring service issues to identify resolution opportunities and reduce avoidable follow-up.

• Maintain accurate client-interaction records and complete required follow-up in accordance with service-level and documentation standards.

Engie Impact | Market Account Specialist

ENGIE Insight
01.2020 - 02.2022

• Identified billing discrepancies and resolved 95% of account exceptions, supporting billing accuracy and client confidence.

• Improved refund processing by researching discrepancies, correcting account information, and coordinating timely resolutions.

• Streamlined account setup activities to reduce processing delays and create a smoother onboarding experience.

• Coordinated communication among clients, internal teams, and vendors to clarify billing disputes and correct service failures.

Spokane Dispatch | Dispatcher

Spokane Dispatch
07.2013 - 12.2019

• Coordinated service assignments and real-time driver updates, supporting timely pickups and efficient daily operations.

• Trained and mentored new dispatchers on call handling, assignment procedures, and accurate service documentation.

• Reviewed call activity and service-demand patterns to support efficient routing and on-time pickups.

Kohl's | Sales Associate

Kohls Department Store
08.2011 - 08.2013

• Delivered personalized product recommendations and responsive customer service, supporting satisfaction and repeat business.

• Maintained accurate sales and inventory records while assisting with organized, customer-friendly merchandise displays.

Education

High School Diploma -

Joel E Ferris High School
Spokane, WA

Skills

    Merchant Services Client Relationship Management Customer Retention Escalation Resolution Financial Issue Resolution Account Research & Due Diligence Needs-Based Solutions Performance Tracking Cross-Functional Collaboration Process Improvement Accurate Documentation

Timeline

Bank of America | Client Relationship Specialist,

Bank of America
08.2022 - Current

Engie Impact | Market Account Specialist

ENGIE Insight
01.2020 - 02.2022

Spokane Dispatch | Dispatcher

Spokane Dispatch
07.2013 - 12.2019

Kohl's | Sales Associate

Kohls Department Store
08.2011 - 08.2013

High School Diploma -

Joel E Ferris High School
Rebecca Ross