Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
6
6
years of professional experience
Work History
Customer Service Representative
Automated Health Systems Inc.
Massachusetts
12.2024 - Current
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Responded to customer requests for products, services, and company information.
Financial Bank Representative
Goldman Sachs
08.2022 - Current
As a bank representative I assist customers with managing their banking and financial needs.
Increased customer satisfaction by promptly addressing inquiries and resolving issues.
Streamlined account opening process for enhanced efficiency and reduced waiting times.
Processed customer applications and approved loans in accordance with bank policy.
Calculated fees due, interest and change for customer transactions.
Processed applications for new accounts.
Patient Scheduler
Concentrix
03.2021 - 05.2022
Enhanced patient satisfaction by efficiently scheduling appointments and managing appointment changes.
Streamlined the scheduling process for improved patient flow and reduced wait times.
Maintained accurate patient records, updating contact information and insurance details as needed.
Provided compassionate support to patients during their healthcare journey, addressing concerns and answering questions about appointments promptly.
Sales Agent
DialAmerica
07.2019 - 06.2020
Increased sales revenue by consistently meeting and exceeding sales targets.
Handled administrative aspects of sales by completing customer contracts and warranties and accepting and processing payments.
Made outbound calls to customers to promote and sell our different SiriusXM packages
Marketing Intern
Apex Automotive Group
04.2019 - 07.2019
Outbound sales.
Assisted in the planning and execution of successful product launch events.
Supported sales team by creating eye-catching promotional materials for client presentations.
Assisted in creating written, video and image content for marketing channels.
Customer Service Representative at Rack Room Shoes/Off Broadway Shoe WarehouseCustomer Service Representative at Rack Room Shoes/Off Broadway Shoe Warehouse
Customer Service Representative at Great Carolinas Health and Financial Wellness LLCCustomer Service Representative at Great Carolinas Health and Financial Wellness LLC