Sharese Garrett

• Managed complex scheduling and calendar coordination for executive leadership.
• Streamlined office procedures, enhancing operational efficiency and reducing turnaround time.
• Developed and maintained filing systems ensuring easy access to critical documents.
• Coordinated logistics for company events, including meetings, conferences, and training sessions.
• Trained new administrative staff on office protocols and software systems for improved productivity.
• Answer and make calls for a multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Complete all time card punch for all employees in surrounding areas such as Talladega,St.Clair and Scottsboro office .
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
• Maintained inventory of office supplies and placed orders.

•Coordinated daily team activities to ensure smooth operations and optimal performance.

•Handled numerous calls daily including signing up new customers, retrieving customer data, presented relevant product information, and cancelling services when necessary.
• Assisted customer with making changes and updates to their banking accounts as needed.
• Connected members with applications and products to meet their financial needs or/and wants by consumer, mortgage, equity loans, overdraft protection or credit application loans.
• Educated current and prospective members about BOA’s products and services on a daily.
• Understood and complied with federal and other regulations relating to finances.
• Identified opportunities to cross service products and increase product usage
• Performed account transactions and adjustments for customers daily.

• Implemented feedback systems to enhance customer satisfaction and loyalty.
• Took ownership of customer issues and followed problems through to resolution.
• Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.

• Provided exceptional customer service by assisting clients with account inquiries transactions ,and investment-related questions.
• Handel high- volume inbound calls in a fast paced financial services environment .
• Processed mutual fund transactions, retirement account updates ,and address changes with accuracy and attention to detail.
• Utilized internal systems to verify client information and ensure compliance with financial regulations and company polices . Resolved escalated issues by collaborating with internal departments to deliver timely and effective solutions.
• Maintained a high level of professionalism, confidentiality and accuracy while meeting or exceeding performance metrics.
• Examined claims to determine authorizations, verified patient data and diagnoses, and completed data entry .
• Document information electronically in the system and protect private and confidential patient information.

• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.