Summary
Overview
Work History
Education
Skills
Timeline
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Terry Nava

Reno,NV

Summary

Dynamic customer service professional with extensive experience at Wells Fargo Bank, excelling in conflict resolution and data entry. Proven track record of enhancing client satisfaction through effective problem-solving and streamlined processes. Adept at maintaining confidentiality while delivering exceptional support, fostering loyalty, and driving operational efficiency.

Knowledgeable and dedicated customer service professional with extensive experience in banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

24
24
years of professional experience

Work History

Remote CSR Technical Support

Foundever/Intuit
09.2024 - Current
  • Resolved customer inquiries and complaints promptly, ensuring enhanced satisfaction.
  • Assisted customers with product information and selection, improving overall experience.
  • Enhanced customer loyalty with friendly and attentive service.
  • Troubleshooting programs and computers,printers
  • Maintain high call quality standards with clear communication and active listening
  • Maintain confidentiality of sensitive information by adhering to strict privacy policies

Private Elderly Caregiver

My Mother (Dementia)
03.2006 - 02.2025
  • Assisted clients with daily living activities such as bathing, dressing, grooming, and toileting for improved hygiene.
  • Enhanced client safety by closely monitoring health conditions and promptly addressing any concerns.
  • Delivered nutritious meals tailored to individual dietary needs while respecting client preferences.
  • Performed light housekeeping tasks to maintain a clean and comfortable living environment for clients.
  • Offered companionship and kindness to elderly patients.

Administrative Assistant

Saint Mary's Hospital
03.2005 - 03.2006
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.

Operation Specialist

Wells Fargo Bank, N.A.
04.2001 - 02.2004
  • Provided training and mentorship to junior staff members, contributing to overall team success.
  • Analyzed data trends to identify opportunities for improvement in operational performance metrics.
  • Ensured compliance with industry regulations, minimizing risk exposure for the organization.
  • Facilitated change management initiatives, guiding teams through periods of transition while maintaining morale and productivity levels.
  • Improved operational efficiency by streamlining processes and implementing new workflow strategies.
  • Taking escalated calls

Phone Banker

Wells Fargo Bank, N.A.
04.2001 - 02.2004
  • Navigated multiple banking systems simultaneously to access account information, process transactions, and update client records accurately.
  • Maintained high call quality standards with clear communication and active listening skills for optimal client experiences.
  • Improved efficiency by assisting with the implementation of new processes that streamlined workflows within the phone banking team.
  • Handled sensitive personal and financial information with discretion, ensuring the privacy of clients at all times.
  • Sales of other products

Education

GED -

Fremont, CA
1976

Skills

  • Customer service
  • Conflict resolution
  • Call handling
  • Complaint management
  • Account inquiries
  • Data entry
  • Problem solving
  • Order processing
  • Critical thinking
  • Computer proficiency

Timeline

Remote CSR Technical Support

Foundever/Intuit
09.2024 - Current

Private Elderly Caregiver

My Mother (Dementia)
03.2006 - 02.2025

Administrative Assistant

Saint Mary's Hospital
03.2005 - 03.2006

Operation Specialist

Wells Fargo Bank, N.A.
04.2001 - 02.2004

Phone Banker

Wells Fargo Bank, N.A.
04.2001 - 02.2004

GED -

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Terry Nava