Personable and dedicated customer service representative with extensive experience in the industry. Solid team player with a upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
10
10
years of professional experience
1
1
Certification
Work History
CSR - Customer Service Representative
Voya Financial
Atlanta, GA
08.2021 - 03.2024
Demonstrated strong analytical, problem-solving, and interpersonal skills.
Managed and documented customer interactions, transactions, comments, and complaints for client retirement accounts.
Provided comprehensive financial planning advice and strategies to equip clients with the knowledge needed for making informed choices and preparing for retirement.
Processed contribution limits, loans, withdrawals, vesting, rollovers and fund-to-fund transfers within clients' specific retirement plans.
Demonstrated calm and effective communication skills in handling customer inquiries through telephone and email channels, contributing to positive company image.
Generated spreadsheets on loan limits, payback options, and time frames for repayment.
Assisted new hires with enrolling in specific retirement plans and explained policies and perks of each type of plan.
Ensured proper functioning of online profile for clients to access and monitor financial performance, forecasts, tax forms, and deposit status effectively through the website.
Processed retirement applications over the phone with clients to ensure they are prepared to receive their pension upon retirement.
CSR - Customer Service Representative
Total System services (TSYS)
Columbus, GA
03.2016 - 08.2021
Displayed an extensive knowledge of mathematics, highlighting interest and account management as key areas of expertise.
Assisted customers with credit card application process from start to finish
Responded to member calls regarding lost or stolen cards by promptly issuing replacement bank cards.
Ensured data security by gathering and recording customer details with utmost confidentiality.
Communicated with current bank customers via phone to discuss account changes and propose possible options
Provided detailed explanations and assistance to members who required clarification on their bank statements.
Processed monthly balance payments via phone.
Managed the creation and maintenance of fraud cases for members, providing regular updates on the progress of investigations.
Redeemed loyalty points for the members.
Nurtured connections with established customers to identify new needs, match offerings, and drive sales.
Hotel Front Desk Clerk
La Quinta Inn & Suites In
Forsyth, Georgia
02.2014 - 03.2016
Balanced end-of-shift reports on a daily basis to ensure accuracy of transactions.
Verified accuracy of billing invoices prior to submitting them for payment processing.
Ensured that all guest requests were met promptly, courteously and efficiently.
Assisted guests with check-in and check-out procedures as needed.
Greeted guests in a professional and friendly manner.
Managed cash drawer according to established accounting guidelines.
Answered phone calls and responded to inquiries from guests or other departments in a professional manner.
Stocked supplies at the front desk such as forms, stationery items, brochures.
Maintained daily records of room availability and rates.
Processed payments from customers for room charges and incidentals.
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services