Shelby Sedgwick
Englewood,CO
Summary
Experienced Services Representative with a strong background in customer service and problem resolution. Possess proven skills in communication, multitasking, and relationship building that contribute to providing superior service experiences for customers. Previous roles have emphasized consistent improvement of customer satisfaction rates and enhancement of team efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Workflow Solutions Associate
Charles Schwab
Lonetree, CO
09.2024 - Current
- Process all types of money movements on behalf of advisors for their clients.
- Review forms for not in good order "NIGO" components
- Make outbound calls to advisors to inform them of what we need for correct processing
- Process wire transfers
- Subject Matter Expert in processing penny stock cases
- Processed higher-tiered work baskets for over a month while that department needed additional assistance
Banking Services Representative
Charles Schwab
Lone Tree, CO
11.2021 - 09.2024
- Used service skills and technical knowledge to ascertain issues and provide swift, successful resolutions.
- Received outstanding feedback for providing attentiveness and patience when assisting dissatisfied customers.
- Handle fraud claims and dispute claims on accounts.
- Assist clients with money movement transactions such as wires, bank to bank transfers, cashiers checks, etc.
Sales Representative
State Farm Insurance Inc.
Denver , CO
08.2020 - 10.2021
- Answered product questions with up-to-date knowledge of sales and promotions.
- Presented products and services to prospective and existing customers to meet client needs.
- Developed key customer relationships to increase sales.
- Leveraged CRM system to manage sales activities and track sales performance.
- Followed-up with clients after installations to assess quality service and customer satisfaction.
Digital Marketing Intern
Like A Pro, LLC.
Denver , CO
05.2017 - 08.2017
- Improved traffic to the company’s website by utilizing different social media platforms with targeted ad campaigns.
- Used analytics to improve traffic to the website site by using different digital marketing strategies.
- Created plans for future marketing opportunities such as creating a campaign for college campuses.
- Performed administrative tasks to streamline organizational productivity.
- Assembled multimedia presentations for use in meetings with senior management.
Education
Bachelor of Science - Business Administration & Marketing
COLORADO STATE UNIVERSITY
Fort Collins, CO05.2020
Skills
- Sales Force/ECRM
- SEO and Google Analytics
- Attention to detail
- Web Content Development
- Project Management
- Active Listening
- Multitasking and Organization
- Customer Service
- Resolving Customer Complaints
- Extensive knowledge of banking and financial products
- Transaction processing
- Team collaboration
Certification
- Colorado Property/Casualty Insurance License
- Colorado Life/Health Insurance License
- Marketing Communication and Branding certificate from CSU
- Business-to-Business Selling certificate from CSU
Links
- https://www.linkedin.com/in/shelby-sedgwick-12468012b
- https://docs.google.com/document/d/1Mawt5DEyyopjs0Bdtf5t_stKndKBYFYAYQTYv6mZyYk/edit
Timeline
Workflow Solutions Associate
Charles Schwab
09.2024 - Current
Banking Services Representative
Charles Schwab
11.2021 - 09.2024
Sales Representative
State Farm Insurance Inc.
08.2020 - 10.2021
Digital Marketing Intern
Like A Pro, LLC.
05.2017 - 08.2017
Bachelor of Science - Business Administration & Marketing
COLORADO STATE UNIVERSITY
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