Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic
Ruth Greene

Ruth Greene

Rochester,NY

Summary

Results-oriented Customer Service Representative with a track record of exceeding customer satisfaction goals. Proficient in financial records processing and adept at problem-solving complex inquiries. Skilled in Microsoft Office and softphone systems, with a strong focus on client relationships and effective time management.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Barista Trainee

Starbucks
Rochester, NY
12.2025 - Current
  • Prepared and served high-quality beverages to enhance customer satisfaction.
  • Maintained cleanliness and organization of workstations to ensure a safe environment.
  • Assisted in inventory management by tracking supplies and restocking as needed.
  • Developed knowledge of menu offerings to provide informed recommendations to customers.

Field Sales Representative

RG&E
Rochester, NY
06.2025 - Current

Assisted customers with inquiries about billing and payment processing. Supported collection efforts to resolve default accounts. Facilitated service initiation for new customers and service termination for departing customers. Managed general office responsibilities, including end-of-day cash balancing at kiosks.

Customer Service Representative

Summit federal credit union
Rochester, NY
06.2024 - 03.2025
  • Greeted customers by name and displayed respectful attitude, helping develop rapport with customer base and build lasting relationships.
  • Utilized problem-solving techniques to identify solutions for complex customer inquiries.
  • Adhered to company policies and procedures while providing superior service.
  • Assisted customers with product selection by providing detailed information about available products and services.
  • Met daily customer service quotas with a focus on quality.

TSMR II

Jovia FCU
Uniondale, NY
11.2023 - 04.2024
  • Worked with coworkers to complete tasks
  • Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
  • Responded quickly to meet customer needs and resolve problems
  • Taking inbound phone calls for all bank product services and customer service research
  • Taking applications by phone for new accounts
  • Committed to delivering excellent customer service while working in a fast-paced environment
  • Focused on learning new skills and staying updated with industry changes
  • Participated in ongoing training to enhance own job skills and knowledge

Digital Banker

M&T Bank
Getzville, US
10.2022 - 10.2023
  • Handled escalated calls professionally by listening carefully to the needs of each individual customer before offering appropriate solutions
  • Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints
  • Analyzed customer feedback and proposed improvements to existing processes in order to optimize user experience with the digital banking system
  • Utilized advanced analytical techniques such as predictive modelling to forecast future outcomes based on past data sets
  • Worked closely with other departments within the organization including IT, marketing and product development teams
  • Responsible for taking inbound customer service calls regarding mobile phone application digital platform trouble shooting and resolving customers issues

Mortgage Outreach Specialist II

M&T Bank
Getzville, NY
04.2019 - 10.2022
  • Defined repayment terms to consumers and educated on default consequences
  • Processed payments
  • Helped educate customers about workout options
  • Helped customers affected by covid-19 apply for forbearance
  • Answered general default questions
  • Took inbound outbound and auto dialer calls
  • Maintained accurate records of all outreach efforts including budgeting information and feedback from participants
  • Ensured compliance with relevant regulations while conducting outreach activities
  • Developed and implemented effective communication strategies to increase awareness of company services
  • Used online platforms like Zoom and Google Hangouts for virtual outreach engagements
  • Collaborated with internal departments such as sales, customer service and operations teams to maximize impact of outreach efforts

Mortgage Specialist

Keybank
Buffalo, NY
03.2018 - 03.2019
  • Processed customer inquiries regarding status of loan application processing and closing documents.
  • Provided guidance and support throughout the entire mortgage transaction from pre-qualification through closing.
  • Advised customers on appropriate products based on their individual needs and goals.
  • Performed risk analysis of loan applications using automated systems.
  • Collaborated with colleagues across multiple departments to ensure timely completion of transactions.
  • Developed relationships with clients and referral sources to identify potential loan opportunities.
  • Maintained accurate records of client interactions throughout the loan origination process.
  • Resolved customer inquiries and complaints in a timely and professional manner.
  • Maintained current knowledge of local and federal laws, regulations and guidelines related to mortgages.
  • Handled customer complaints and took appropriate action to resolve them.

Customer Escalation Specialist

Keybank
Buffalo, NY
04.2016 - 03.2018
  • Communicated clearly with customers via telephone, email, and chat platforms to ensure their needs were met promptly.
  • Collaborated effectively with other departments to resolve escalated customer complaints or issues.
  • Utilized strong problem solving skills to quickly identify the root cause of the issue and develop solutions accordingly.
  • Successfully managed customer escalations, resolving difficult and complex issues with a high degree of efficiency.
  • Responded proactively and positively under pressure while remaining calm during stressful situations.
  • Provided excellent customer service by addressing customers' concerns in an efficient and professional manner.
  • Read from scripts to promote uniformity and consistency in communications.
  • Obtained and examined relevant information to assess validity of complaints and determine possible causes.

Healthcare Customer Service Representative

Imagen Staffing/ Fidelis
Buffalo, US
01.2016 - 03.2016
  • Ensured compliance with all regulatory requirements as they relate to healthcare services provided by the organization
  • Utilized problem-solving techniques to resolve customer complaints and issues quickly and efficiently
  • Maintained accurate records of patient interactions, including notes on billing concerns, insurance policies, medical procedures and other related topics
  • Educated customers on available services offered by the healthcare facility
  • Collaborated with colleagues across departments to ensure that patient needs were met promptly

Industrial Cleaner

Baxter Healthcare
Medina, US
08.2014 - 11.2015
  • Responsible for Dusting vacuuming, mopping trash removal in office and conference rooms
  • Cleaning stocking and sanitizing lunch rooms and restrooms, snow removal

Customer Service Representative

Aerotek/Key Bank
Cheektowaga, NY
06.2013 - 02.2014
  • Responsible for verifying closing information contacting clients with status updates and setting closing appointments with branch
  • Responsible for enrolling customers in memberships taking payments for dues over the phone and dispatching road side service for stranded motorists
  • Responsible for verifying loan closing information contacting clients with status updates and setting closing appointments with branch
  • Responsible for verifying mortgage modifications documents received and are valid and confirming reasonable attempts have been met per compliance guidelines
  • Working in Loss Mitigation and collections and recovery to help with collection attempts on home loans in foreclosure status insuring all reasonable workout attempts made on files
  • Responsible for taking over 500 inbound and outbound calls per week
  • Working in Escalated consumer banking taking calls for Irate clients about consumer products doing research and following up on complex issues
  • Digital services and product solutions helping customers with online banking enrollment bill pay and digital tools
  • Answering clients concerns on Cd's and savings accounts and personal loans and lines of credit

Process Support Representative

Disys/Bank Of America
Buffalo, US
01.2013 - 05.2013
  • Responsible for verifying closing information contacting clients with status updates and setting closing appointments with branch
  • Responsible for enrolling customers in memberships taking payments for dues over the phone and dispatching road side service for stranded motorists
  • Responsible for verifying loan closing information contacting clients with status updates and setting closing appointments with branch
  • Responsible for verifying mortgage modifications documents received and are valid and confirming reasonable attempts have been met per compliance guidelines

Customer Service Representative Manager

Washington Mutual /JP Morgan Chase Bank
Albion, US
12.2011 - 06.2011
  • Answering clients questions on personal banking products helping them understand features and benefits answering balance questions ordering statement copies escalating research issues
  • Provided leadership support through mentoring team members on best practices when handling challenging situations with customers
  • Coached team members on proper procedures for resolving disputes or escalations quickly and efficiently

Education

Completed coursework - Public Health, Math, Computer Science

Genesee Community College
NY

Skills

  • Excellent communication
  • Client-focused
  • Financial records and processing
  • Computer proficient
  • Microsoft Office
  • Time management skills
  • Proficiency in Microsoft office programs
  • Results-oriented
  • Windows
  • Word
  • Excel
  • Softphone
  • Software Avaya client workspace
  • Credit card payment processing
  • Timelines and Milestones
  • Customer Relationship Management
  • Outreach Activities
  • Specialist Procedures
  • Customer service
  • Cash handling
  • Customer complaint resolution
  • Product knowledge
  • Customer focus
  • Payment processing
  • Cash handling expertise
  • Customer inquiries
  • POS system operation
  • Refund handling
  • Payment collection
  • Up-selling techniques
  • Customer relationship management (CRM)
  • Data entry proficiency
  • Drawer management
  • Product recommendations
  • Time management
  • Attention to detail
  • Phone etiquette
  • Adaptability and flexibility
  • Quality assurance
  • Conflict resolution

Certification

  • MLO
  • 1850198

Interests

  • Dancing
  • Participating in local clean-up initiatives
  • Youth mentor, providing guidance and support to empower the next generation of leaders
  • I like looking at the stars and learning about constellations
  • Crafting and DIY Projects

Timeline

Barista Trainee

Starbucks
12.2025 - Current

Field Sales Representative

RG&E
06.2025 - Current

Customer Service Representative

Summit federal credit union
06.2024 - 03.2025

TSMR II

Jovia FCU
11.2023 - 04.2024

Digital Banker

M&T Bank
10.2022 - 10.2023

Mortgage Outreach Specialist II

M&T Bank
04.2019 - 10.2022

Mortgage Specialist

Keybank
03.2018 - 03.2019

Customer Escalation Specialist

Keybank
04.2016 - 03.2018

Healthcare Customer Service Representative

Imagen Staffing/ Fidelis
01.2016 - 03.2016

Industrial Cleaner

Baxter Healthcare
08.2014 - 11.2015

Customer Service Representative

Aerotek/Key Bank
06.2013 - 02.2014

Process Support Representative

Disys/Bank Of America
01.2013 - 05.2013

Customer Service Representative Manager

Washington Mutual /JP Morgan Chase Bank
12.2011 - 06.2011

Completed coursework - Public Health, Math, Computer Science

Genesee Community College
Ruth Greene