Reliable, organized, friendly listener, exceptional team player and effective team leader with 20+ years in conflict resolution, problem solving and customer service.
Overview
26
26
years of professional experience
Work History
Associate, CS&S Client Banking Services
Charles Schwab Bank
04.2023 - Current
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Associate Financial Services Representative
Charles Schwab
10.2022 - 04.2023
Answered calls and collaborated with customers to determine their needs quickly and efficiently with eye towards 'one call resolution'
Learned processes for completing wire transfers, stop payments, money link, journal entries and other transactions for customers requesting to move money between brokerage and checking accounts
Trained through Schwab service essentials program on proper use of EDGE program in dealing with customers, as well as use of company systems Client Central, Service Desktop and Nice Phone
Attended licensing training for Securities Industry Exchange Exam and Series 7exam, and various computer based learning.
Digital Team Lead
Walmart Supercenter
06.2019 - 10.2022
Responsible for operation of Online Pickup and Delivery (OPD) department
Executed Pickup plan in store
Monitored daily metrics and updated operations board with key performance information
Audited customers orders to ensure correct fulfillment
Taught and trained associates to meet pickup expectations and company goals
Supported improvement to efficiencies in store by leveraging metrics and leadership insight to resolve operational gaps
Picked and loaded orders
Executed process improvements
Evaluated execution of program plans and projects
Managed team of 40+ individuals
Handled hiring and onboarding of new associates
Conducted performance or disciplinary conversations, as well as terminations as needed
Required strong leadership capabilities, communication skills, and excellent customer service skills.
Special Education Paraprofessional
Community Schools of Frankfort
05.2017 - 05.2019
Oversaw 6 special needs students when instructor was out of room
Affirmatively communicated and promoted positive attitude with each and every student
Assisted students by providing specialized accommodations, extra help, and educational assessments
Used verbal and nonverbal communication to provide comfort, encouragement, and positive reinforcement to children
Worked with teacher to create customized classroom environment that met needs of students
Taught basic concepts like alphabet, shapes, and color recognition to small groups of students.
Customer Service Manager
Walmart Supercenter
08.2015 - 05.2017
Responsible for front end operations of store
Contacted customers who complained and worked with them to resolve their issues
Promoted positive work environment for employees and led by example
Managed staffing levels for customer service counter and other key areas of front end
Ensured associates are adequately trained and up to date on current procedures
Oversaw cashiers, filled and switched up cash registers, scheduled cashiers' breaks, assigned associates to cashier role when store is too busy, and various other front end operations.
Office Manager
B. Scott Hibbard, Attorney at Law
10.1998 - 04.2015
Managed all aspects of husband's law office which specialized in medical debt collection
Responsibilities included preparation of all court documents, managing calendar and working with court staff to schedule hearings, posting payments to client accounts and preparation of monthly statements for clients, answering and handling all calls from clients as well as defendants, and helping solve problems or arrange payments
Also performed other various duties in relation to law office.