Motivated professional eager to embrace new challenges. Demonstrates strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work independently and rapidly acquire new skills.
Overview
5
5
years of professional experience
Work History
HR Employee Advisor
Trane Technologies
Davidson, North Carolina
06.2023 - 12.2025
Navigated employees through retirement planning and benefits, fostering clear understanding.
Utilized problem-solving skills to develop tailored solutions for individual caller needs.
Acted as the primary contact for inbound and outbound calls, providing timely employee assistance.
Documented case notes for each interaction and escalated complex issues to ensure resolution.
Financial Services Representative
Chime Solutions
Charlotte, North Carolina
03.2023 - 06.2023
Established strong and positive working relationships within organization to contribute
to team success.
Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
Established strong and positive working relationships within the organization to contribute to team success.
Everyday Banking Representative
Wells Fargo
Charlotte, North Carolina
07.2021 - 12.2022
Maintained confidentiality of bank records and client information, directing inquiries to appropriate branch personnel to enhance customer service satisfaction.
Maintained confidentiality of banking records and client information to avoid
possible data breaches.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Resolved discrepancies in customers' accounts, ensuring accurate and timely account management.
Identified transaction errors when debits and credits did not balance.
Performed special services for customers, ordering bank cards and checks.
Monitored customer behaviors to promote facility security, adhering to established protocols to safeguard individuals and assets
Billing Representative
Charter Communications, Spectrum
Charlotte, North Carolina
12.2020 - 05.2021
Prepared statements, bills, or invoices to accurately reflect amounts due for items purchased or services rendered.
Assessed and resolved variances in accounts and databases to ensure accurate billing.
Investigated and resolved issues to maintain billing accuracy.
Evaluated accounts for payment compliance, contacting customers to clarify discrepancies.
Input payment history and other financial data to keep customer accounts up-to-date in the system.