Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sheri Lewis

Charlotte,NC

Summary

Dynamic customer service professional with a proven track record at Goldman Sachs, excelling in customer relations and expert problem solving. Recognized for enhancing customer satisfaction and achieving quality assurance goals. Skilled in documentation management and technical troubleshooting, consistently delivering results that exceed expectations.

Overview

8
8
years of professional experience

Work History

Savings Specialist

Goldman Sachs
Charlotte Nc
09.2024 - Current
  • Provide support to customers regarding high-yield savings accounts and CD products.
  • Assist with account opening, transfers, and balance inquiries while ensuring compliance with banking regulations.
  • Explain savings product features and educate customers on account terms and interest rates.
  • Investigate and resolve account issues with a focus on security, accuracy, and customer satisfaction.
  • Maintain an average call handling time under target while exceeding quality assurance goals.

Data Entry Specialist

Shutterfly
Fort Mill, SC
08.2021 - 01.2023
  • Update and alphabetize records for various customers daily.
  • Process over 3,000 customer orders per month, including payment logs and refunds.
  • Upgraded to 100% computer-based ordering and payment processing, leading to a 51% reduction in manual work.
  • Maintains confidentiality and security of all data.

Call Center Advisor

Advance Call Center Technologies
Johnson City, TN
07.2020 - 03.2021
  • Answered inquiries by clarifying desired information, researching, locating, and providing information.
  • Resolved problems by clarifying issues, researching, and implementing solutions.
  • Escalated unresolved problems.
  • Fulfilled requests by completing transactions and forwarding necessary documentation.

Customer Service Representative

Continuum Global Solutions
Dallas, TX
03.2019 - 06.2020

Customer Service Representative – Continuum Global Services

March 2019 – June 2020

  • Answered 50+ calls per hour, exceeding target call rates by 16%.
  • Reduced wait time by 7+ minutes by improving protocol efficiency.
  • Awarded “Agent of the Year” twice for outstanding customer satisfaction.
  • Resolved customer complaints within 24 hours, reducing negative reviews by 68%.

Customer Service Representative

Convergys
Charlotte, NC
06.2017 - 03.2019
  • Managed an average of 20 daily calls, addressing inquiries and recommending solutions.
  • Politely and efficiently assisted customers via phone.
  • Located out-of-stock items and helped fulfill customer product requests.
  • Provided knowledgeable answers based on current sales and promotions.

Education

Providence High School
Charlotte Nc
08.2009

Skills

  • Customer relations
  • Expert problem solving
  • Analytical thinking
  • Documentation management
  • Team collaboration
  • Technical troubleshooting
  • Troubleshooting techniques

Timeline

Savings Specialist

Goldman Sachs
09.2024 - Current

Data Entry Specialist

Shutterfly
08.2021 - 01.2023

Call Center Advisor

Advance Call Center Technologies
07.2020 - 03.2021

Customer Service Representative

Continuum Global Solutions
03.2019 - 06.2020

Customer Service Representative

Convergys
06.2017 - 03.2019

Providence High School
Sheri Lewis