Niqkera Moultry

Charlotte,NC

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

years of professional experience

Work History

Phone Banker / Recovery Specialist

TD Bank

10.2024 - 12.2025

Demonstrate strong clerical and administrative skills, including digital filing and correspondence preparation.
Consistently met or exceeded monthly sales targets through proactive outreach efforts such as outbound calling campaigns focused on promoting bank products and services.
Managed customer inquiries, providing accurate information on banking products and services.
Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
Executed transactions efficiently, ensuring compliance with bank policies and procedures.
Resolved customer issues promptly, enhancing satisfaction and loyalty.
Analyzed customer feedback to identify areas for service improvement and implement changes.
Led initiatives to improve call handling times, resulting in increased operational efficiency.
Collaborated with cross-functional teams to streamline processes and enhance service delivery.
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.
Handled sensitive personal and financial information with discretion, ensuring the privacy of clients at all times.

Client Service Professional

LPL Financial

Fort Mill, SC

07.2024 - 09.2024

Developed client service protocols to enhance operational efficiency and consistency.
Trained new staff on client engagement processes and service standards.
Collaborated with financial advisors to streamline communication and improve client relationships.
Negotiated contract terms with vendors on behalf of clients, securing better pricing and more favorable conditions for our customers.
Participated in regular trainings and workshops to keep up-to-date on all company products and services.
Implemented best practices in customer service management, resulting in increased client satisfaction scores.

Billing Specialist

Spectrum

Charlotte, NC

04.2019 - 06.2024

Exceeded customer satisfaction and retention targets through consistent service excellence.
Maintained detailed records of each account''s payment history, providing easy access to information for audit and analysis purposes.
Collaborated with the collections team to recover overdue payments from clients, maintaining cash flow and minimizing writeoffs.
Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
Assisted colleagues in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Researched and resolved billing discrepancies to enable accurate billing.
Processed invoices accurately and efficiently using financial software tools.
Managed billing inquiries and resolved discrepancies to enhance customer satisfaction.

Education

High School Diploma -

North Mecklenburg High School

Huntersville, NC

Skills

Microsoft Office Suite
Workday
Avaya
PeopleSoft
Siebel
Goal oriented
Call management
Building rapport
CRM software
Script adherence
Call handling
Positive attitude
Customer service

Problem-solving
Time management
Attention to detail
Problem-solving abilities
Reliability
Excellent communication
Active listening
Cash handling and management
Recordkeeping and documentation
Relationship building and management
Compliance, banking laws, and regulations
Professional ethics

Timeline