Taylor Fair
Client Services Consultant
Summary
Motivated individual with experience in customer service and account management. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
9
9
years of professional experience
Work History
Account Manager
Paylocity
6 2022 - Current
- Communicating with clients to understand their needs and explain product value
- Building relationships with clients based on trust and respect
- Collaborating with internal departments to facilitate client need fulfillment
- Collecting and analyzing data to learn more about consumer behavior
- Keeping accurate records pertaining to inventory and account notes
- Maintaining updated knowledge of company products and services
- Resolving complaints and preventing additional issues by improving processes.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Client Services and Reporting Assistant
Title 365
03.2021 - 06.2022
- Collect and prepare all necessary documentation for the loan package
- Research applicant credit status and current financial position
- Prepare and maintain all paperwork for existing and new loans, including loan disclosures
- Create repayment plans
- Complete loan contracts and ensure clients are kept informed of the rules and requirements
- Work with clients to establish their needs and recommend suitable types of loans
- Submit files to the designated Underwriter.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
Financial Services Representative
Excite Credit Union
04.2020 - 03.2021
- Receiving and verifying share deposits and loan payments
- Processing cashier's checks, bank-to-bank wires, travelers checks, cash advances and western union wires
- Verifying transactions and processing transfers
- Monitoring deposit amounts and examining documents for negotiability and endorsement
- Verifying cash totals and balancing cash transactions on a daily basis
- Representing Credit Union in a courteous and professional manner.
Customer Support Specialist
PNC Financial Services Group
09.2019 - 12.2019
- Advises customers on bank services for their needs (e.g
- Loans and credit cards)
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to in-house financial experts, as needed
- Present financial products and services to existing and prospective customers
- Perform administrative duties (e.g
- Entering data into banking software).
- Managed a high volume of inbound calls while maintaining excellent call quality standards and adhering to established procedures.
- Provided timely assistance to customers via phone, email, and live chat channels, ensuring a high level of professionalism at all times.
Supervisor
GameStop
12.2019 - 04.2020
- Enjoy active selling, including exploring and creating guest needs and closing the sale
- Demonstrate a passion for exceeding goals
- Provide world-class guest service: promptly greet guests, respond to and handle guest concerns quickly, effectively and courteously; align guest needs with GameStop products which meet the needs of the guest; recommend additional items as appropriate; and ensure every guest is thanked for shopping at GameStop; ensure all store associates consistently provide world-class guest service
- Drive sales and guest loyalty by creating complete, lasting guest solutions
- Demonstrate unique interest in every guest
- Ask questions and makes recommendations in order to make technology easier and more affordable for every guest
- Align guest needs with GameStop products, the recommendation of additional items as appropriate, and ensure every guest is thanked for shopping at GameStop
- Support the total shopping environment, including visual and operational elements, and the guest relationships that lead to sales and repeat business
- Demonstrate a selfless commitment to others on the store team, including schedule and activity-based dependability, continuous improvement, and respond effectively to feedback
- Actively seek opportunities to contribute at a higher level of service to the business, the guests, and others on their team
- Provide timely, appropriate and regular feedback to all store associates concerning performance, conduct performance coaching discussions as appropriate, and writing and presenting annual performance appraisals
- Train store associates on all aspects of their jobs, including all company/store policies, procedures and guidelines.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Lead Teller
Great Western Bank
09.2018 - 09.2019
- Responsible for handling customer financial transactions like deposits, withdrawals, transfers, money orders, and checking
- Know the ins and outs of the bank's systems and policies
- Duties also include counting cash, answering phones, filing deposit slips and paperwork, managing ATM deposits, and balancing numbers at the end of the day.
Supervisor
Starbucks
03.2015 - 03.2019
- Position required upselling and suggesting coffee to customers as well as multitasking and connecting with a customer.
Education
High school or equivalent -
Maricopa High School
Skills
Customer Service
Cash Handling
Bank Teller
Credit Union
Cashier Customer Service
Time Management
Call Center
Customer Support
Data Entry
Desktop Support
Help Desk
CSR
Financial Services
Coffee Experience
Technical Support
Supervising Experience (4 years)
Microsoft Windows
Upselling
Computer Networking
Operating Systems
Account Management
Microsoft Windows Server
Office Administration
Network Support
Title processing
Loan processing
Loan origination
Management
Typing
Fair Housing regulations
Analysis skills
Live chat
Sage
Microsoft Access
Accounting
Visual Basic
SQL
Salesforce
Zendesk
Salesforce (2 years)
Microsoft Excel (7 years)
SharePoint
Payroll
Learning management system
Microsoft Outlook
Communication skills
Teamwork and Collaboration
Client Relationship Management
Account development
Additional Information
SKILLS- Excellent communication skills and the ability to multitask while in stressful situations. Extremely comfortable working in an office environment. Have been working (employed) on or around computers for nearly 3 years now. Familiar with Microsoft word and other affiliated Microsoft networks.
Timeline
Client Services and Reporting Assistant
Title 365
03.2021 - 06.2022
Financial Services Representative
Excite Credit Union
04.2020 - 03.2021
Supervisor
GameStop
12.2019 - 04.2020
Customer Support Specialist
PNC Financial Services Group
09.2019 - 12.2019
Lead Teller
Great Western Bank
09.2018 - 09.2019
Supervisor
Starbucks
03.2015 - 03.2019
Account Manager
Paylocity
6 2022 - Current
High school or equivalent -
Maricopa High School
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