Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Customer Operations Assistant Manager
DOLLAR TREE
Downingtown, PA
05.2023 - Current
Provided guidance and support to customer operations staff on best practices, processes, and procedures.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Worked closely with internal teams to resolve escalated customer issues quickly and efficiently.
Managed daily workflow of customer operations team including assigning tasks, monitoring progress, and providing feedback as needed.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Responded promptly to any escalations from customers regarding their orders or services provided.
Conducted audits of existing processes to ensure compliance with company policies and regulations.
Delegated work to staff, setting priorities and goals.
Ensured that all customer inquiries were handled promptly and professionally.
Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
Prepared staff work schedules and assigned team members to specific duties.
Customer Service Associate
Home Depot
Downingtown, PA
04.2023 - 06.2023
Addressed inquiries, resolved customer issues, and managed customer relations.
Developed relationships with key clients through regular contact and follow-up communication.
Handled cash register operations accurately during peak times.
Educated customers on special pricing opportunities and company offerings.
Maintained customer privacy and protected company operations by keeping information private and confidential.
Maintained an organized system for tracking customer interactions and feedback.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Recommended improvements in products, service and billing methods to management to prevent future problems.
Suggested product solutions based on individual customer needs.
Assisted customers with price checks, lifting heavy items and addressing other inquiries.
Assisted customers with returns, exchanges, refunds, and other transactions as needed.
Prepared work orders, bills of lading or shipping orders to route materials.
Prepared, coordinated and communicated price quotes, terms of sale, delivery dates and service obligations to customers and contractors.
Participated in regular meetings with staff members in other departments regarding order fulfillment processes.
Updated internal databases with information related to customer orders including address changes or cancellations.
Generated purchase orders for new product requests from customers according to established procedures.
Tracked shipment progress using tracking numbers provided by carriers.
Coordinated communication between customers, sales representatives, warehouse personnel, and vendors regarding order status.
Senior Financial Services Representative
CITADEL FEDERAL CREDIT UNION
DOWNINGTOWN, PA
11.2017 - 02.2023
Coached newly hired colleagues on banking services and operations procedures
Determined customers' financial services needs to prepare proposals to sell services addressing needs
Contacted prospective customers to present information and explain available services
Opened customer accounts by recording account information
Maintained financial accounts by processing customer adjustments
Assisted members in managing online services to help achieve daily banking needs at home
Determined charges for services requested, collected deposits or payments, and arranged for billing
Referred unresolved customer grievances to designated departments for further investigation
Investigated product concerns and communicated with departments to understand customer issues
Met and exceeded daily service quality and performance goals
Engaged with customers to understand needs, resolve issues and answer product questions
Prepared and processed forms to change customer service levels
Worked to determine cause of product malfunctions
Managed time by prioritizing workload and juggling multiple tasks simultaneously
Updated customer accounts with current personal and purchasing information
Remained calm, composed and polite to deescalate aggressive customer behavior
Followed scripts to maintain good call control
Served as friendly first point of contact for customer inquiries
Upsold and cross-sold add-on purchases to increase sales
Kept updated on available products, services and promotions
Referred tricky customer issues to designated department for resolution
Made informed decisions under stressful circumstances.
Applied strict company and regulatory standards when producing contracts and documentation.
Educated customers on various aspects of personal finance such as budgeting techniques, retirement planning strategies.
Researched new products in order to provide clients with up-to-date information about available investment options.
Responded promptly to customer inquiries via phone or email.
Maintained accurate records of customer accounts including transactions and balances.
Generated leads through cold calling prospective clients.
Financial Services Representative
CITADEL FEDERAL CREDIT UNION
THORNDALE, PA
05.2016 - 11.2017
Employed excellent money handling abilities to operate and balance cash drawer daily
Followed company and regulatory policies to protect customer and bank assets
Handled diverse customer needs related to financial products, lines of credit and account features
Monitored customer transactions to detect, address and report signs of fraud
Presented professional image and communication with co-workers, management and customers
Reduced customer wait times by actively engaging, greeting and directing client lobby traffic
Issued travelers' checks, cashier's checks and money orders to meet customer requests
Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products
Reviewed documents for proper signatures and verified customer identity to process deposits and withdrawals
Protected assets and security with strong adherence to confidentiality and data management practices
Promoted digital services, educating customers on mobile check deposits, e-statements and online bill pay
Entered account transactions into financial software and reconciled daily data to balance totals
Promoted customer referral programs and assisted with sign-ups for promotional offers
Supported daily branch operations by completing opening and closing duties
Explained and answered questions related to service policies and account fees
Advised customers on foreign currency regulations and calculated transaction fees
Settled transactions by issuing checks to bond owners
Identified mistakes leading to discrepancies in records, taking action to prevent reoccurrence
Supported customers by coordinating special actions like ordering new bank cards and personal checks
Complied with applicable banking laws and regulations, following company's security and operational procedures
Maintained balanced cash drawers by carefully counting funds and quickly investigating discrepancies
Served as first point of contact for clients, creating positive first impressions through friendly and expert customer service.
Financial Services Representative
CITADEL FEDERAL CREDIT UNION
DOWNINGTOWN, PA
01.2014 - 12.2015
Employed excellent money handling abilities to operate and balance cash drawer daily
Handled diverse customer needs related to financial products, lines of credit and account features
Followed company and regulatory policies to protect customer and bank assets
Explained and answered questions related to service policies and account fees
Entered account transactions into financial software and reconciled daily data to balance totals
Developed relationships with customers, suggested suitable bank services and met banking needs.
Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
Analyzed financial data to identify opportunities for increasing profitability.