Stephanie Stapley

Hardworking financial representative looking to obtain a position in your department. Strong understanding of retirement/investment accounts, and quality assurance evaluations.

• Conducted quality evaluations, analyzed results, and made recommendations for corrective action and process improvements.
• Monitored and reported on quality issues, and tracked quality.
• Guided customers through and processed transactions such as withdrawals, loans, contribution decisions, and rollovers.
• Guided and educated customers on their investments and options.
• Accurately documented, researched and resolved customer issues. Referred unresolved grievances to designated departments for further investigation.
• Managed high call volume with tact, speed and efficiency.
• Handled all customer related issues with a gracious manner in accordance with company policies.
• Welcomed customers into the store, and helped locate items.
• Used time efficiently when not serving customers; including cleaning around my area of work, organizing boxes, helping other cashiers when needed.
• Pursued personal learning and development opportunities.
• Educated future and current clients of tile installation over phone or by email.
• Handled all payments, receipts and balancing accounts as needed for business.
• Managed all marketing and social media accounts and emails for business.
• Scheduled appointments and maintained accurate records of client information.
• Managed front desk operations for busy medical office, providing exceptional customer service and support to patients.
• Greeted patients, scheduled appointments, verified insurance information, and collected payments.
• Answered a high volume of incoming calls, routed calls to appropriate personnel, and provided information to callers.
• Processed incoming and outgoing mail, faxes, and deliveries.
• Relayed accurate messages to appropriate personnel in a timely manner.