Sequoia Isom
Arlington,TX
Summary
Detail-oriented and Dedicated Account Specialist skilled in customer relationship development and problem-solving. Proven track record of enhancing customer satisfaction and streamlining processes to drive retention and loyalty.
Overview
6
6
years of professional experience
Work History
Specialty Account Specialist
Truist Bank
Arlington, TX
01.2022 - Current
- Managed client accounts, ensuring timely resolution of inquiries and issues.
- Collaborated with cross-functional teams to improve service delivery processes.
- Analyzed client data to identify trends and recommend tailored banking solutions.
- Provided training and support to new team members on account management systems.
- Assisted in resolving billing discrepancies and customer inquiries to enhance satisfaction
- Provided insights on trends in customer behavior to inform strategic decision-making
- Built strong relationships with customers to increase retention and loyalty.
- Improved customer satisfaction by efficiently addressing and resolving credit card disputes and inquiries.
- Provided exceptional customer service, leading to increased client retention rates and positive referrals from satisfied customers.
- Assisted clients in understanding their credit card benefits, resulting in increased usage of available perks.
- Maximized revenues by identifying opportunities for up-selling and cross-selling additional financial products to existing clients.
- Served as an expert resource for colleagues seeking guidance on complex credit card issues or escalations, fostering a collaborative team environment.
- Coordinated efforts to submit fraud disputes, enhancing overall fraud management processes.
- Supported operations by overseeing corporate small business and consumer account activities.
- Reviewed direct deposit accounts to ensure accuracy and compliance with financial regulations.
Retention and Technical Support Speacialist
Brinks Home Security
Irving, TX
03.2020 - 01.2022
- Resolved technical issues for customers using troubleshooting protocols and software tools.
- Provided exceptional customer service by addressing inquiries and ensuring satisfaction with security systems.
- Assisted in training new staff on technical support processes and best practices.
- Developed comprehensive knowledge of Brinks security products to enhance customer interactions.
- Collaborated with engineering teams to provide feedback on product performance and user experience.
- Implemented process improvements that streamlined ticket resolution times and enhanced support efficiency.
- Improved customer satisfaction by efficiently resolving technical issues and providing timely support.
- Escalated critical incidents requiring specialized expertise to appropriate departments, facilitating swift resolutions.
- Recorded and maintained relevant notes for each client and work order.
- Walked individuals through basic troubleshooting tasks.
Investment Planning Services
State Farm
Richardson, TX
03.2020 - 06.2020
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Managed client inquiries and provided comprehensive support for brokerage accounts.
- Facilitated seamless trade executions while ensuring compliance with regulatory requirements.
- Streamlined account opening processes, improving efficiency and reducing turnaround time for clients.
Education
High School Diploma -
Ozark Highschool
Ozark, AR06-2012
Skills
- Account administration
- Customer relationship development
- Document management
- Microsoft office proficiency
- Problem-solving
- Friendly, positive attitude
- Attention to detail
- Dependable and responsible
- Time management
- Multitasking
- Excellent communication
- Computer skills
Timeline
Specialty Account Specialist
Truist Bank
01.2022 - Current
Retention and Technical Support Speacialist
Brinks Home Security
03.2020 - 01.2022
Investment Planning Services
State Farm
03.2020 - 06.2020
High School Diploma -
Ozark Highschool