Detail-oriented Customer Service Manager with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Seeking the opportunity to enter the Wine Industry and grow my passion for wine.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Wine Club & Membership Lead/Coordinator
Foley Family Wines & Spirits
11.2023 - Current
Serve as the primary point of contact for all membership inquiries, providing exceptional customer service and timely responses to questions or concerns.
Streamlined membership application process for improved efficiency and a smoother onboarding experience for new members.
Trained staff on best practices related to member services, promoting a consistent high-quality experience across all touchpoints.
Managed membership database, ensuring accurate record-keeping and timely communication with members.
Branch Services Manager
Westamerica Bank
04.2021 - Current
Open and close new consumer, business, trust accounts
Responsible for training all new Westamerica Bank employees across four branches in Lake County
Provide expert customer service
Multitask by managing five separate systems
Upsell new account products and services
Conduct internal sales activity for new product and service referrals
Cross sell appropriate products and services to clients and prospects
Respond well to constructive feedback and work to correct any noted concerns
Process branch capture, certifications, assisting with cash shipments as well as balancing ATM and Vault security
Front Office Coordinator
Scott Family Dental
07.2018 - 04.2021
Answer multiple phone lines and schedule appointments
Provide excellent customer service
Confidential record keeping
Check patients in and out
Create and discuss treatment plans
Account billing and handling
Insurance verification, submit and process claims, pre-determinations and reconsiderations
Collecting of monies
Knowledge of Eaglesoft
Teller
Redwood Credit Union
10.2017 - 06.2018
Greet members
Assist members with processing transactions; withdraw funds, transfers, account and loan payments
Inform members of credit union services, such as auto loans, auto insurance, financial advisors, etc
Maintain and balance cash drawers
Cosmetics Department Manager
Macys
06.2009 - 10.2017
Supervise complete operations of cosmetics line, including managing a team of highly productive beauty advisors
Train and coach new and current associates on company polices, procedures, product knowledge, and personal and department productivity goals
Provide excellent customer service
Communicate regularly with vendors, buyers, distributors and planners
Develop business events to ensure execution to achieve counter productivity goals
Review and analyze business performance of weekly, monthly, seasonal and annual sales results.