Summary
Overview
Work History
Education
Skills
Timeline
Generic

Taylor DeShields

Bethlehem,PA

Summary

I am an experienced, multi-tasked representative providing skills to prioritize in fast-paced working environments. Successfully works individually or as part of a team to reach personal and business goals. Known for successfully handling escalated customer support issues. Well-versed in providing helpful answers and relevant information to retain clients. Resourceful Coordinator with background providing office management and customer and administrative support.

Polished in scheduling meetings, maintaining calendars, answering phones and updating databases. Proficient in various software and report generation.

Overview

13
13
years of professional experience

Work History

Financial Services Associate

TD Bank
Bethlehem, PA
02.2022 - Current
  • Exceed customer expectations by monitoring and fulfilling customer banking requests
  • Process loan and credit card applications and perform financial transactions following company procedures.
  • Assist customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
  • Develop and maintain relationships with customers while generating sales opportunities for financial products.
  • Discussed financial needs and goals to present investment options aligned with clients financial status.
  • Perform Inbound and Outbound calls
  • Identified consumer needs, clarified information and researched issues to provide alternative solutions.
  • Deliver fast, friendly and knowledgeable customer service

Experienced Customer Service Agent

Guardian Life Insurance Company
Bethlehem, PA
10.2019 - 01.2022
  • Answering Inbound calls to assist claimants with starting new Disability claims and Leaves.
  • Assisting claimants with Short Term Disability, and State Disability.
  • Provide outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.

Banker Coach/Administrative Coordinator

Wells Fargo Bank, N.A.
Bethlehem, PA
06.2014 - 11.2017
  • Provided a safe environment for newly hired bankers to begin handling calls on their own, during training, with the assurance that help is there if they need it quickly and answer our high value customer inquiries in a friendly and courteous manner.
  • Answered inbound and made outbound calls to assist customers with their important banking needs in a timely manner with accurate information by utilizing our readily available resources.
  • Identified and offered customers the products and services they need and want to succeed financially.
  • Trained new bankers in the use of financial systems such as core banking software.
  • Conducted group coaching sessions with bankers to discuss best practices in customer service.
  • Organized and maintained filing systems for sensitive documents.
  • Answered phones and routed calls to appropriate personnel.
  • Coordinated internal meetings, including scheduling, logistics, and catering.
  • Assisted with onboarding of new employees by providing information packets and training materials.
  • Provided assistance during special projects or events as needed.
  • Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.
  • Prepared agendas and took notes at meetings to archive proceedings.

Cashier, Senior Florist

Giant Food Stores
Bethlehem, PA
02.2011 - 06.2014
  • Provided clients with quick service over the telephone and computer regarding orders and catering.
  • Planner for floral ordering.
  • Cross-trained new cashiers
  • Open and closing coordinator alongside of assistant manager on duty.
  • Key holder to safe
  • Money Management-Operated cash register, assisted customers with payments and transactions.

Education

High School Diploma -

Louis E Dieruff High School
Allentown, PA
06.2011

Some College (No Degree) - Accounting

Muhlenberg College
Allentown, PA

Skills

  • Relationship-builder
  • Problem Solver
  • Fast-efficient learner
  • Great communicator
  • Driven winner
  • High energy attitude
  • Microsoft Outlook, Excel, Powerpoint
  • Office Administration
  • Tech-Savvy
  • Document Management
  • Data Entry
  • File Organization
  • Appointment Scheduling

Timeline

Financial Services Associate

TD Bank
02.2022 - Current

Experienced Customer Service Agent

Guardian Life Insurance Company
10.2019 - 01.2022

Banker Coach/Administrative Coordinator

Wells Fargo Bank, N.A.
06.2014 - 11.2017

Cashier, Senior Florist

Giant Food Stores
02.2011 - 06.2014

High School Diploma -

Louis E Dieruff High School

Some College (No Degree) - Accounting

Muhlenberg College

Similar Profiles

CREATE PROFILE
Taylor DeShields