Assisted with everyday question and concerns with Medicaid and Medicare - assisted with getting their RX Prescriptions and Orders, billing, insurance ID Cards, Doctor appointments.
Maintaining professionalism and efficiency with frustrated and difficult customers.
Trust Account Specialist
Assisting customers in a variety of online banking procedures like transferring funds, creating and sending documents, ordering checks and debit cards, converting accounts, and investigating transactions •Providing customers with assistance in the creation and closing of bank accounts •Maintaining professionalism and efficiency with frustrated and difficult customers •Proficiency in a variety of online software including Deluxe Order Pro, Bill Pay, EFT, CashEdge, Salesforce, and Fiserv
*Answered multiphone lines and directed calls to customer service and appropriate recipients •Prepared and scanned medical documents for the Yakima Valley Farm Workers Clinic •Assisted with the Dental Project for three dental clinics
•Perform data entry tasks like creating and updating excel spreadsheets and tracking client data •Sent and received daily packages through FedEx and courier services
Dedicated customer service representative committed to maintaining customer satisfaction and providing exceptional service