Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ronda Moats

Montrose,CO

Summary

Customer Manager offering 20-year track record of cultivating customer loyalty and retention. Accustomed to working in fast-paced environments with decisive problem-solving skills and competency in defusing high-pressure situations. Superb analytical skills leveraged to proactively improve customer service processes and garner stellar customer feedback.

Overview

21
21
years of professional experience

Work History

Sales and Service Representative

Montrose Auto Glass
05.2023 - Current
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Recommended products to customers, thoroughly explaining details.
  • Responded proactively and positively to rapid change.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Delivered prompt service to prioritize customer needs.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Maintained up-to-date knowledge of product and service changes.
  • Accepted and processed payments for services.
  • Initially ordered and processed returns of glass and moldings.
  • Wrote quotes, updated accounts and closed out work orders.
  • Maintained inventory of automotive tools and installation materials.

Client Services Manager

Carson Wealth
01.2014 - 07.2022
  • Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
  • Performed duties and provided service in accordance with established operating procedures and company policies.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.
  • Scheduled and attended meetings with clients and prospective clients as requested.
  • Collected confidential financial information from clients to construct comprehensive financial plans.

Senior Branch Office Administrator

Edward Jones
03.2004 - 01.2014
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
  • Tracked office supplies and restocked low items to keep team members on-task and productive.
  • Maintained open communication with customers to foster positive relations and provide updates on issues.
  • Interacted with customers by phone, email or in-person to provide information.
  • Kept detailed records of supplies and office equipment use to budget and make orders for new supplies.
  • Kept accounts and records current by actively pursuing error resolutions and independently correcting problems.
  • Reported on daily office activities to help managers stay on top of dynamic conditions and make proactive decisions.
  • Assisted with coordination and hosting of company events.
  • Booked flights, car rentals and hotel accommodations for business travel for Benjamin.
  • Assisted upper management by coordinating travel plans, coordinating special event and taking meeting minutes.
  • Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.

Administrative Assistant

CEA Technologies
03.2002 - 03.2004
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Executed record filing system to improve document organization and management.
  • Sorted and distributed office mail
  • Generated reports and typed letters in Word and prepared PowerPoint presentations.
  • Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
  • Reviewed inventory to eliminate unnecessary expenses and provide optimal stock levels.
  • Organized weekly staff meetings and logged minutes for corporate records.

Education

No Degree - Business Administration And Management

DeVry University
Colorado Springs

High School Diploma -

South Fork High School
Kincaid, IL
06.1988

Skills

  • Client Interfacing
  • Office Organization
  • Account Servicing
  • Inventory Tracking
  • Client Education
  • Client Campaigns

Timeline

Sales and Service Representative

Montrose Auto Glass
05.2023 - Current

Client Services Manager

Carson Wealth
01.2014 - 07.2022

Senior Branch Office Administrator

Edward Jones
03.2004 - 01.2014

Administrative Assistant

CEA Technologies
03.2002 - 03.2004

No Degree - Business Administration And Management

DeVry University

High School Diploma -

South Fork High School

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