Terrezelyn Lyons
Customer Service,Supervisor,Management
Dallas
Summary
Dynamic professional with a proven track record in financial product sales and exceptional customer relationship building, evidenced by increased revenue at Home and enhanced client satisfaction at US BANK. Skilled in risk management and regulatory compliance, adept at creating tailored financial solutions. Achieved notable success in cross-selling and resolving complex financial situations, demonstrating strong analytical and interpersonal skills.
Overview
7
7
years of professional experience
Work History
A1 FINANCIAL SERVICES
Home
01.2023 - 02.2024
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Driver
AMAZON
10.2019 - 12.2023
- Followed all relevant traffic laws and safety regulations.
- Cleaned and maintained vehicle and assessed vehicle for damage after each shift.
- Achieved safe driving records by consistently following traffic rules and regulations.
- Followed proper safety procedures and protocols while loading, unloading and operating vehicles.
- Collaborated with warehouse staff for efficient loading and unloading of cargo, minimizing delays in the supply chain process.
- Obtained signatures upon delivery completion, confirming receipt of goods by customers in a timely manner.
- Improved delivery efficiency by optimizing routes and adhering to schedules.
- Loaded and unloaded trucks using pallet jacks or forklifts when required, ensuring proper handling of items.
Fraud Specialist
US BANK
11.2021 - 12.2022
- Improved customer trust by promptly addressing and resolving reported instances of fraud.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Conducted thorough investigations into suspected fraudulent activities, resulting in timely resolution of cases.
- Maintained detailed records of all detected fraud incidents for future reference and analysis.
- Oversaw daily fraud monitoring activities, ensuring continuous protection for customers.
- Conducted thorough investigations into suspicious account activities, mitigating potential financial losses.
- Analyzed emerging fraud trends to adjust monitoring systems accordingly, staying ahead of potential threats.
- Customized fraud detection tools to specific transaction types, increasing detection accuracy.
- Streamlined fraud claims process, enhancing customer satisfaction during stressful situations.
Supervisor
Walmart
10.2020 - 02.2021
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
Staffing Recruiter
WAGE EARNERS STAFFING
04.2017 - 06.2019
- Monitored the performance of placed candidates, providing feedback to ensure their success within the organization.
- Negotiated offers between clients and candidates, ensuring successful placements and long-term retention rates.
- Conducted exit interviews with departing employees to identify areas for improvement within the organization''s recruiting processes.
- Conducted thorough interviews to assess candidate skills, experience, and cultural fit for open positions.
- Assisted clients in developing robust onboarding programs that facilitated the successful integration of new employees into their teams.
- Enhanced client satisfaction by effectively screening and selecting candidates for various job roles.
- Built strong relationships with clients to understand their staffing needs and deliver tailored solutions.
Staffing Recruiter
VISION 1 STAFFING
05.2017 - 04.2018
- Monitored the performance of placed candidates, providing feedback to ensure their success within the organization.
- Negotiated offers between clients and candidates, ensuring successful placements and long-term retention rates.
- Conducted exit interviews with departing employees to identify areas for improvement within the organization''s recruiting processes.
- Conducted thorough interviews to assess candidate skills, experience, and cultural fit for open positions.
- Established a strong employer brand for clients by creating compelling job advertisements and promoting positive company culture across various platforms.
- Built strong relationships with clients to understand their staffing needs and deliver tailored solutions.
- Utilized social media platforms, job boards, and networking events for sourcing top talent in diverse industries.
- Maintained a comprehensive database of qualified candidates for timely fulfillment of client requirements.
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Coordinated schedules to arrange management interviews with applicants.
- Conducted reference checks, background screening and other pre-employment checks to verify information on applicant's resume.
- Operated and maintained applicant tracking and candidate management systems.
Education
No Degree - Elementary Education
Strayer University
DALLAS TX 05.2001 -
High School Diploma -
CARROLL HIGH SCHOOL
Monroe, LA 05.2001 -
Skills
Financial product sales
Customer relationship management
Customer relationship building
Risk management
Regulatory compliance
Loan applications
Financial planning
Account documentation
Credit analysis
Financial services
Debt management
Timeline
A1 FINANCIAL SERVICES
Home
01.2023 - 02.2024
Fraud Specialist
US BANK
11.2021 - 12.2022
Supervisor
Walmart
10.2020 - 02.2021
Driver
AMAZON
10.2019 - 12.2023
Staffing Recruiter
VISION 1 STAFFING
05.2017 - 04.2018
Staffing Recruiter
WAGE EARNERS STAFFING
04.2017 - 06.2019
No Degree - Elementary Education
Strayer University
05.2001 -
High School Diploma -
CARROLL HIGH SCHOOL
05.2001 -
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