Stephanie Rico
Lake Worth,TX
Summary
Motivated with over 10 years experience with advanced programming skills with a hardworking mentality. Professional who is a dynamic leader, team player, and motivator. Creates business partnerships and builds trust with managers and employees to create a positive work environment.
Overview
13
13
years of professional experience
Work History
Financial Associate II - Tax Exempt
Fidelity Investments
05.2018 - Current
- Provided Peer Guiding to new associates on industry best practices, enhancing overall team productivity and performance.
- Participated in regular meetings with senior leadership to discuss progress towards company objectives and administered daily CEI reports to keep the team updated and motivated.
- Provided account statements, tax forms, and other records and reviewed paperwork for accuracy.
- Processed account transactions and responded to customer inquiries concerning financial products.
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
Customer Service Phone Banker
Wells Fargo
06.2013 - 03.2018
- Scored in top 10% of employees in successful resolution of customer related inquiries.
- Increased customer satisfaction by promptly addressing inquiries and resolving issues in a timely manner.
- Boosted sales revenue by offering personalized product recommendations based on clients'' financial needs and goals.
- Maintained high call quality standards with clear communication and active listening skills for optimal client experiences.
- Reduced average call handling time through efficient problem-solving and effective use of banking systems and resources.
Customer Service Representative
VXI Global Solutions
02.2011 - 06.2013
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted management with controlling the call que.
- Assisted trainees through double jacking for better call efficiency.
- Tracked attendance and progress through weekly reports
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Education
Associate of Science -
Texas Tech University
Lubbock, TXSkills
- Strong attention to detail
- Ability to adapt to a fast-paced and rapidly changing environment
- Can demonstrate strong verbal and written communication skills
- Have not demonstrated any attendance or Dynamic Working participation concerns
- Experience across multiple plan types including 401k, 403b, 457 qualified/NONqualified and 401a plans
- Knowledge of processing transactions using Data Aggregation tools and working knowledge of Fidelity Systems (FPRS, XTRAC, DCW etc )
Timeline
Financial Associate II - Tax Exempt
Fidelity Investments
05.2018 - Current
Customer Service Phone Banker
Wells Fargo
06.2013 - 03.2018
Customer Service Representative
VXI Global Solutions
02.2011 - 06.2013
Associate of Science -
Texas Tech University
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