Summary
Overview
Work History
Education
Skills
Timeline

Samaria Leak

Charlotte,NC

Summary

Specializing in building meaningful business-client relationships, through actively supporting stakeholders to articulate and execute account needs at the highest level of demand. Previous experience includes, headship of new and tenured agents to improve client engagement and account retention by prioritizing the most minimal need with forward-thinking, problem solving skills that uphold the company mission.

Overview

10
10
years of professional experience

Work History

Member Services Coordinator

TD Bank
10.2023 - Current
  • Answer inbound calls and assist customers with banking transactions, account inquiries, and product information.
  • Consistently maintained a customer satisfaction rating of 95% or higher, exceeding company benchmarks.
  • Educate customers on TD Bank’s digital banking services, including mobile and online banking.
  • Successfully resolved 90% of customer issues on the first call (First Call Resolution), reducing the need for escalations.
  • Identified upselling and cross-selling opportunities, leading to a 25% increase in product enrollments among customers.

Suite Host

Levy Food Service
08.2021 - Current
  • Promptly and warmly greet guests in the suite; take food and beverage requests, demonstrating a complete understanding of the menu items and ingredients; accommodating reasonable requests, preferences, specialized diets, and allergens
  • Exceptional communication skills and patience when communicating with guests and staff, promptly addressing complaints directly to the appropriate personnel
  • Maintaining high sensitivity and confidentiality regarding personal or medical information shared
  • Ensures that the dining room is proper before and after the service period
  • Operates a variety of equipment, including fire extinguishers, telephones, iced tea/soda machines, soup wells and coffee machines
  • Works with staff of other departments to perform job duties during special events and functions

Regional Intake Coordinator

Mosaic Pediatric Therapy
01.2022 - 09.2023
  • Remote position
  • Serving as the first point of contact for prospective clients inquiring about services in the Charlotte, Raleigh, and Asheville areas
  • Collecting pertinent client-privileged information using HIPPA and company policy safety guidelines to ensure absolute security
  • Aiding as a liaison between client needs and company procedure to initiate treatment in a timely manner
  • Taking time to explain each benefit, policies, and procedure as they apply to the client
  • Maintaining meticulous records of all interactions as company policy requires
  • Collaborated with other departments to initiate start of care for approximately 25 clients weekly

Sales Enablement Manager

GoHealth, LLC
08.2015 - 11.2021
  • Remote position
  • Designed and executed program specific training for onboarding employees
  • Cross-trained existing employees to maximize team agility and performance
  • Leveraged data and analytics to make informed decisions and drive business improvements, resulting in a 12% increase over a quarter
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Reviewed and edited all training materials for accuracy and company policy compliance.

Administrative Assistant

Delaware North
09.2015 - 08.2021
  • Performing various clerical work that includes filing, copying, and faxing
  • Support a variety of tasks while exercising judgment and complete confidentiality, which includes answering phones and emails, screening telephone callers, determining who should be directed to other team members, creating, typing, and proofreading routine and complex memos, agreements, documents, letters, reports, presentations and spreadsheets from dictation, rough copies, or typed drafts
  • Provide basic administrative support which includes coordinating activities and meetings, preparing expense reports and processing invoices for proper delivery, arranging appointments, and contacting team members
  • Coordinates vendor appointments, maintenance, and environmental upkeep for offices
  • Ability to communicate clearly and effectively in both verbal and written communication
  • High level of interpersonal skills to handle sensitive and confidential situations
  • Attention to detail in composing, typing, and proofing materials, establishing priorities, and meeting deadlines

Education

No Degree - Real Estate

Canopy Real Estate Institute, Charlotte, NC
03-2022

Associate in Science - Medical Assistant

ECPI, Charlotte, North Carolina
01.2009

Skills

  • Client Retention
  • Issue Management
  • Consultation
  • Process Optimization
  • Client Privacy
  • Analytical Decision-Making
  • Team leadership
  • Report generation
  • Sales Performance Coaching

Timeline

Member Services Coordinator - TD Bank
10.2023 - Current
Regional Intake Coordinator - Mosaic Pediatric Therapy
01.2022 - 09.2023
Suite Host - Levy Food Service
08.2021 - Current
Administrative Assistant - Delaware North
09.2015 - 08.2021
Sales Enablement Manager - GoHealth, LLC
08.2015 - 11.2021
Canopy Real Estate Institute - No Degree, Real Estate
ECPI - Associate in Science, Medical Assistant
Samaria Leak