Meticulous and organized Business Administration professional with 7+ years experience in Customer Relations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet Business/Team goals.
Overview
8
8
years of professional experience
Work History
Universal Banker
BB&T Bank
La Grange, GA
03.2016 - 11.2021
Provided high level of customer service through friendly approach, strong professionalism, and timely assistance with customer transactions
Identified sales opportunities and referred customers to branch partners
Executed customer transactions, including deposits, withdrawals, money orders, and checks.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
Universal Banker Teller
PNC Bank
La Grange, GA
11.2021 - 11.2022
Upheld strict financial controls by keeping funds secure.
Crosssold banking products and services to meet individual customer needs and boost revenue growth.
Contributed to branch success through active participation in sales initiatives and promotional events.
Educated customers on various banking options, empowering them to make informed financial decisions.
Assisted clients with account management tasks, resulting in higher levels of customer loyalty.
Conducted financial assessments to determine eligibility for loans, credit cards, and other financial products.
Inventory Control Specialist
JBH Transport And Logistics
01.2023 - 08.2024
Oversaw inventory control processes and operations
Performance in SAP
Coordinated with vendors and company personnel to facilitate purchases
Maintained accurate records of all incoming and outgoing shipments using computerized tracking systems
Conducted training sessions for users on use of SAP systems and explained processes related to their job roles
Liaised with suppliers to ensure timely delivery of goods in accordance with purchase orders
Coordinated with purchasing team to ensure that all necessary materials are available when needed
Identified and resolved discrepancies in inventory counts
Provided support during internal audits by providing documentation related to inventory transactions.
Dental Receptionist
American Dental Of LaGrange
313 Mooty Bridge RD Lagrange GA 30240
10.2023 - 04.2024
Scheduled, rescheduled, and cancelled appointments for dental patients.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Provided excellent customer service by promptly addressing patient inquiries via phone, email, or in-person interactions.
Provided excellent customer service to create positive experiences and build patient trust.
Maintained a clean and welcoming reception area for patients, contributing to a positive dental visit experience.
Handled sensitive situations professionally such as discussing treatment costs or past-due account balances with patients to ensure a satisfactory resolution.
Helped patients complete necessary medical forms and documentation.
Improved billing accuracy by diligently verifying insurance coverage and updating patient financial records accordingly.
Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
Increased office efficiency with meticulous record-keeping of patient information, treatment plans, and payment history.
Education
Callaway High School
Hogansville, GA
West Georgia Technical College
La Grange, GA
Skills
Developing Customer Relationships
Account Servicing
Strong interpersonal skills
Forward-thinking
Inventory Monitoring
Records Management
Discrepancy Resolution
Database Updating
Inventory Control
Customer Service
Loss Prevention
Sales Goals
Error Adjustments
Cycle Counts
Shortage Reports
Sales Planning
Roles And Responsibilities
Executed customer transactions, including deposits, withdrawals, money orders and checks
Coordinated with vendors and company personnel to facilitate purchases.
Maintained accurate records of all incoming and outgoing shipments using computerized tracking systems.
Conducted training sessions for users on use of SAP systems and explained processes related to their job roles.
Liaised with suppliers to ensure timely delivery of goods in accordance with purchase orders.
Coordinated with purchasing team to ensure that all necessary materials are available when needed.
Identified and resolved discrepancies in inventory
Engaged with customers to effectively build rapport as well as deliver a high level of assistance by locating the products and services that best met their needs
Worked with a branch team to collaboratively reach targets, consistently meeting or exceeding personal goals
Identified sales opportunities and referred retail and small business clients to financial partners within the corporation
Managed relationships with internal and external branch partners such as ADP, closing attorneys, CPA
Upheld strict financial controls by keeping funds secure
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
Identified sales opportunities and referred customers to branch partners
Executed customer transactions, including deposits, withdrawals, money orders and checks