
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.
• 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.
• 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.
• 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.
• 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.
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