Banking Representative resolving customer account issues, supporting account openings and closures, and guiding clients toward banking products that fit their needs. Handles technical support across multiple systems while protecting operational compliance and account accuracy. Builds customer trust through clear explanations, careful review of account changes, and timely follow-up.
Work History
Banking Representative
5 Years 6 Months
Discover Bank | 03.2021 - 09.2026
Resolved 30-60 customer account issues per day while maintaining accurate documentation and courteous support.
Collaborated across departments to resolve customer account issues while supporting client satisfaction and operational compliance.
Assisted clients with account openings and closures, and advised on banking products aligned with their needs.
Reviewed client accounts to identify beneficial upgrades or modifications that increased customer value and engagement.
Provided technical support and customer service by navigating multiple computer systems and search tools.
Verified customer information and reviewed account data to support accurate service decisions and issue resolution.
Customer Solutions Agent
2 Years 1 Month
Homesite Insurance | 01.2019 - 02.2021
Handled 30-60 customer inquiries per day while maintaining a calm, professional telephone demeanor and clear policy guidance.
Clarified complex policy documentation to help customers understand coverage details and requirements.
Resolved customer issues by processing payments and maintaining accurate account records.
Managed inbound and outbound calls, authorization requests, and routine customer follow-up with consistent professionalism.
Completed paperwork and data verification to maintain information accuracy across customer files.
Used Microsoft applications to organize documentation review and keep account notes current.
Clinical Service Representative
2 Years 1 Month
CVS Caremark/FEP Blue Cross Blue Shield | 12.2016 - 01.2019
Built referral relationships by identifying customer needs and matching them with relevant products and services.
Maintained document accuracy and compliance by correcting deficiencies before files moved forward for review.
Delivered responsive customer service by addressing professional inquiries and concerns with accuracy and professionalism.
Retrieved medical charts for insurance reviews while keeping case details organized and available for timely follow-up.
Used Microsoft applications to track case details, review account information, and keep work organized across daily tasks.
Customer Service Representative
1 Year 5 Months
Ciox Health | 07.2015 - 12.2016
Delivered technical support for chart retrieval while following procedural compliance and protecting data integrity.
Performed thorough quality checks to maintain accuracy and confidentiality in information releases.
Resolved customer complaints effectively to support positive experiences and stronger customer satisfaction.
Handled inbound and outbound calls with professionalism while staying organized and meeting deadlines.
Reviewed documentation carefully to support accurate releases and consistent account opening and closure activity.
Cleaning Assistant
7 Months
AAA Staffing | 11.2014 - 06.2015
Cleaned and disinfected floors, carpets, and fixtures to maintain a sanitary work environment.
Restocked cleaning supplies promptly and kept storage areas organized for daily use.
Sterilized cleaning equipment regularly to support safe, reliable facility upkeep.
Followed safety protocols consistently while handling cleaning chemicals and maintaining work areas.
Used time management to prioritize cleaning assignments and complete routine duties efficiently.
Education
- Continuing Education, Prescript Prior Auth I and II
Rio Salado Community College | Tempe, AZ
AAFA - Dance Studies, Dance Studies
Mesa Community College | Mesa | 05-2024
Diploma - Patient Care Technician, Patient Care Technician
Brookline College | Phoenix, AZ | 01-2014
Skills
Microsoft applications
Inbound calls
Outbound calls
Professional telephone demeanor
Time management
Account issue resolution
Account opening & closure
Data verification
Documentation review
Customer service
Timeline
Banking Representative
Discover Bank
03.2021 - 09.2026Read More
Customer Solutions Agent
Homesite Insurance
01.2019 - 02.2021Read More
Clinical Service Representative
CVS Caremark/FEP Blue Cross Blue Shield
12.2016 - 01.2019Read More
Customer Service Representative
Ciox Health
07.2015 - 12.2016Read More
Cleaning Assistant
AAA Staffing
11.2014 - 06.2015Read More
Brookline College
Diploma from Patient Care Technician, Patient Care Technician
Read More
Mesa Community College
AAFA from Dance Studies, Dance Studies
Read More
Rio Salado Community College
from Continuing Education, Prescript Prior Auth I and II