Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Tessa Widmer

San Tan Valley,AZ

Summary

Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.

Overview

26
26
years of professional experience

Work History

Customer Support Claims Representative

Brownells, Inc
Grinnell, Iowa
09.2018 - Current
  • Provided high-level customer service to resolve escalated customer inquiries.
  • Monitored incoming support requests from customers via phone, email and other channels.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Researched and processed shipping claims in accordance with established policies and procedures.
  • Researched and reconciled discrepancies found in customer financial records.
  • Organized information by using spreadsheets, databases or word processing applications.
  • Assisted in the development and updating of policies and procedures to improve efficiency.

Billing Specialist

Conduent Business Services
Phoenix, AZ
04.2018 - 11.2018
  • Resolved customer issues related to billing discrepancies.
  • Entered financial data accurately into accounting systems.
  • Eliminated inaccuracies in accounts payable payments by verifying information.
  • Monitored customer account details for non-payments, delayed payments, and other irregularities.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Handled customer interactions through various mediums, focusing on charges and related questions.

Customer Care Representative

Compushare
Tempe, AZ
12.2017 - 04.2018
  • Delivered exceptional customer service consistently to large volumes of clientele.
  • Supported call-in customers handling payments and queries regarding billing.
  • Engaged customers about overdue balances to ensure timely payment.

Teller

United Heritage Credit Union
Georgetown, TX
02.2005 - 04.2006
  • Maintained accurate records of all transactions for compliance purposes.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Researched discrepancies between actual cash amounts and records of transactions for accuracy.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Provided exceptional customer service while accurately processing routine transactions.
  • Adhered to financial services security and audit procedures.
  • Built and maintained client relationships through quality, personalized interactions.

Teller Supervisor

Austin Telco Federal Credit Union
Austin, TX
07.1999 - 02.2005
  • Monitored cash levels in all drawers; balanced cash drawers at the end of each shift.
  • Managed daily operations within assigned branch locations; provided support during peak times or absences.
  • Managed daily operations of teller line, ensuring efficient transaction processing and high levels of customer satisfaction.
  • Managed and balanced cash vault, audits, and general ledger accounts.
  • Coordinated staff schedules to ensure adequate coverage during peak hours.
  • Resolved complex customer issues, acting as the first point of escalation for complaints and inquiries.
  • Reviewed suspicious activity reports from tellers; reported any violations to management immediately.

Education

Associate of Applied Science - Paralegal Studies

Yavapai College
Prescott, AZ

Some College (No Degree) -

Austin Community College
Austin, TX

Skills

  • Customer account reconciliation
  • Financial record keeping
  • Sales and Cross-selling
  • Consumer banking
  • Staff management
  • Transaction processing efficiency
  • Account closings
  • Teller background
  • Opening and closing CDs
  • Opening of IRAs and rollovers
  • Loss prevention

References

References available upon request.

Timeline

Customer Support Claims Representative

Brownells, Inc
09.2018 - Current

Billing Specialist

Conduent Business Services
04.2018 - 11.2018

Customer Care Representative

Compushare
12.2017 - 04.2018

Teller

United Heritage Credit Union
02.2005 - 04.2006

Teller Supervisor

Austin Telco Federal Credit Union
07.1999 - 02.2005

Associate of Applied Science - Paralegal Studies

Yavapai College

Some College (No Degree) -

Austin Community College

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Tessa Widmer