Spencer Whaley
Colorado Springs,CO
Summary
Professional demeanor with experience in customer service and working with a team. Positive attitude and drive, with the ability to succeed in a variety of environments. Strong critical thinking skills to adapt to various situations.
Overview
7
7
years of professional experience
Work History
Personal Banker
Wells Fargo
10.2021 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships
- Assisted customers with setting up or closing accounts, completing credit applications, and signing up for new services
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients
- Complete teller transactions as requested by customers
Insurance Sales and Service
USAA
03.2021 - 06.2021
- Answer phones to service clients accounts as requested
- Investigate possible insurance needs to match available USAA products
- Educate clients about insurance plans, to facilitate their financial security
- Stay up to date with new insurance policies and information
Route Service Representative
Lasting Paws Pet Memorial Services
05.2020 - 12.2020
- Processing, packaging, and quality control of animal remains to be returned to owner
- Intake of animals using electronic information systems
- Maintain professional and considerate communication with clients
- Use of laser engraving equipment as per customer request
- Maintenance and upkeep of machinery and other equipment
Mentor Assistant
CaptionCall
04.2018 - 05.2020
- Accurately caption phone conversations to enable hard of hearing and deaf clients use the telephone
- Report any technical issues/bugs to the technical operations center
- Participate in frequent digital training modules
- Train new employees
- Individualized training curriculum for struggling employees
Rideshare Driver
Uber/Lyft
11.2017 - 11.2018
- Responded to passenger concerns and complaints politely and professionally.
- Developed strong communication skills while interacting with diverse groups of riders daily.
- Followed company guidelines and policies when interacting with passengers.
- Assisted passengers with loading and unloading luggage for enhanced customer care.
Education
Associate of General Studies -
University of Colorado, Colorado Springs
Colorado SpringsSkills
- Customer Service
- Customer Satisfaction
- Relationship building and management
- Clear and concise communication
- Mathematical aptitude
Timeline
Personal Banker
Wells Fargo
10.2021 - Current
Insurance Sales and Service
USAA
03.2021 - 06.2021
Route Service Representative
Lasting Paws Pet Memorial Services
05.2020 - 12.2020
Mentor Assistant
CaptionCall
04.2018 - 05.2020
Rideshare Driver
Uber/Lyft
11.2017 - 11.2018
Associate of General Studies -
University of Colorado, Colorado Springs
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