TERRA MAXWELL
Tomball
Summary
Results-driven customer service professional with over 10 years of experience in the banking and retail sectors. Proven ability to build strong customer relationships, drive sales, and enhance team performance. Highly organized and adaptable, with a commitment to delivering exceptional service and achieving business goals.
Overview
19
19
years of professional experience
Work History
GROUPS AGENT
Carnival Cruise Lines
11.2021 - 12.2024
- Provided customers with product information and advice on selection, use, and booking of reservations. Participated in training sessions designed to keep the representative up to date on changes within the industry and company. Fostered relationships with customers to expand customer base and retain business and increase sales. Identified customer needs to deliver relevant product solutions and promotions available to the client. Adhered to company initiatives and achieved established goals and met target metrics and sales goals. Maintained knowledge of sales and promotions, return policies and security practices. Provided and maintained customer service to clients through phone and email communication.
- Remote
SALES AND SERVICE ADVISOR
BBVA Compass/PNC Bank
07.2018 - 11.2021
- As a Sales and Service Advisor here at BBVA we sell bank products and services inside and outside the banking center, conduct teller transactions and manage the lobby. Servicing on the teller line during high traffic hours helps to ensure that our clients experience excellent customer service each time they visit the branch. Being flexible, knowledgeable and taking pride in knowing my individual clients wants and needs, to ensure that they receive quality service. Conducting sales and service calls to ensure our clients are taking advantage of every benefit that we offer here in the banking center.
CLIENT EXPERIENCE OPERATIONS MANAGER
BBVA Compass
05.2015 - 06.2018
- I was responsible for balancing the vault and ordering cash for the branch. I have an excellent balancing record. Managed GL records and ensured compliance with all financial holds, contributing to a streamlined audit process. Performing mandatory observations, While maintaining excellent customer service. I also make sure that all platform and retail team are kept up to date on training and required programs. Maintain our PFC and mobile deposits Metrics. Collaborated with staff to maximize customer satisfaction, streamline procedures and boost bottom-line profitability. Led employee performance reviews and discussed improvement strategies with each team member. Cleaned work areas regularly to keep them efficient and eliminate any safety concerns. Enhanced team member productivity by improving monitoring systems and motivational strategies. Trained and mentor new employees to maximize team performance and achievements.
LEAD PRESCHOOL TEACHER
Kids R Kids
01.2012 - 02.2013
- Incorporated music and art activities to encourage creativity and expression. Maintained daily records of activities, behaviors and meals. Developed and implemented lesson plans and certifications. Led developmentally appropriate activities for up to 21 children ages 3-4. Supervised circle time, free play, outside play and learning and developmental activities. Employed a variety of materials for children to explore and manipulate in learning activities and imaginative play.
LEAD TELLER
JP Morgan Chase Bank
07.2007 - 05.2010
- Balanced daily cash deposits and bank vault inventory with a zero error rate. Processed cash withdrawals. Adhered to JP Morgan Chase Bank security and audit procedures. Supplied tellers with coin and currency as needed. Maintained confidentiality of bank records and client information. Delivered prompt, accurate and excellent customer service.
STORE MANAGER
Kirkland's
09.2005 - 07.2007
- Directed and supervised 5 employees. Engaged in sales, inventory-taking and reconciling cash receipts. Reorganized the sales floor to meet company demands. Determined staff promotions and demotions, and terminated employees when necessary. Completed weekly schedules according to payroll policies. Assisted in the closing and opening of new locations when needed.
Education
Associate of Arts - Business Accounting
Lone Star Community College
Skills
- Sales
- Strong problem-solving abilities
- Conflict resolution skills
- Exceptional customer service
- Knowledgeable about Policies
- Organized
- Adaptability and flexibility
- Strong work ethic
- Team Player
- Excellent communication skills
- Problem-solving skills
- Positive attitude
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
GROUPS AGENT
Carnival Cruise Lines
11.2021 - 12.2024
SALES AND SERVICE ADVISOR
BBVA Compass/PNC Bank
07.2018 - 11.2021
CLIENT EXPERIENCE OPERATIONS MANAGER
BBVA Compass
05.2015 - 06.2018
LEAD PRESCHOOL TEACHER
Kids R Kids
01.2012 - 02.2013
LEAD TELLER
JP Morgan Chase Bank
07.2007 - 05.2010
STORE MANAGER
Kirkland's
09.2005 - 07.2007
Associate of Arts - Business Accounting
Lone Star Community College
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