Organized and dependable candidate successful at managing multiple projects with integrity, honesty and a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
Work History
Customer Service Associate
Farmers Insurance Group
Edmond, OK
11.2010 - 01.2018
Filed FNOL Homeowners and Auto Insurance Claims.
QA Analysis: Scored call center calls and coached representatives on call outcomes.
Collaborated with team members to achieve monthly targets and optimize workflow efficiency.
Achieved consistently high levels of customer satisfaction by prioritizing empathy, patience, and effective problem-solving skills during interactions.
Developed strong relationships with clients through attentive listening and empathetic understanding of their needs.
Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
Managed call center supervisor line for associates to call in when in need of assistance.
Teller Supervisor
Stockmans Bank (Cattlemans Bank)
Altus, OK
05.1999 - 02.2010
Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
Conducted regular performance evaluations for teller staff, identifying areas for improvement.
Assisted in recruiting new tellers, conducting interviews and making hiring recommendations based on candidate qualifications.
Examined tellers' reports of daily transactions for accuracy.
Increased team productivity with regular coaching and performance feedback sessions.
Reduced errors by implementing strict audit procedures and monitoring daily transactions.
Boosted overall branch performance by developing strong relationships with customers and providing personalized service.
Researched and resolved customer issues on personal savings, checking, and line of credit accounts.
Fostered a positive work environment by promoting open communication and collaboration among team members.
Ensured accurate record-keeping by diligently reviewing transaction reports and making necessary adjustments.
Fostered culture of excellence, setting clear expectations and providing support for team development.
Monitored cash levels and managed orders for currency and coins to ensure branch could meet daily customer demands.
Cultivated team-oriented environment, encouraging collaboration and shared responsibility for meeting branch goals.
Led by example, demonstrating exceptional customer service and problem-solving skills to guide team behavior.
Conducted thorough audits of teller drawers and vaults, ensuring accuracy and adherence to compliance standards.
Maintained up-to-date knowledge of banking products and services, empowering team to provide informed recommendations to customers.
Trained new hires on customer service policies and procedures.
Counted, verified and handled bank deposits and armored car transactions.
Performed account maintenance by closing out accounts and changing customer addresses.
Executed wire transfers, stop payments and account transfers.
Processed wide variety of retail banking transactions for personal and commercial customers.
Arranged monies received in cash boxes and coin dispensers according to denomination.
Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Calculated fees due, interest and change for customer transactions.
Received loan and utility payments, sending funds to correct destinations.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Business Development Representative
TBS Factoring Services, LLC
Oklahoma City, OK
02.2018 - Current
Increased client base by identifying potential customers and initiating strategic outreach.
Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
Expanded business through effective network development, identifying new, and prospective clients.
Used SalesForce to handle current portfolio and prospective leads.
Refined sales pitch techniques based on ongoing evaluation of results, continuously adapting and improving for optimal outcomes.
Coordinated with internal teams such as finance, legal, and operations to streamline deal closure processes while prioritizing customer satisfaction throughout all stages of engagement.
Formulated detailed account plans outlining objectives, timelines, and KPIs for successful client management.
Reviewed client concerns and recommended appropriate changes to supervisors.
Provided exceptional customer service, resulting in increased client satisfaction and repeat business.
Delivered consistent revenue growth through effective negotiation of contracts and pricing strategies.
Negotiated contracts with clients, ensuring mutually beneficial terms for both parties involved.
Reviewed invoices, payment requests, and expense reimbursements prior to approval.
Engaged with customers to build business relationships.
Developed knowledge of company products and services to make suggestions according to customer needs.
Enhanced sales techniques and marketing plans to strengthen business development efforts.
Negotiated contracts and closed sales with new and existing clients.
Improved bottom-line profitability by growing customer base and capitalizing on upsell opportunities.
Recorded accurate and efficient records in customer database.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Achieved or exceeded company-defined sales quotas.
Stayed current on company offerings and industry trends.
Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Kept detailed records of daily activities through online customer database.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Monitored service after sale and implemented quick and effective problem resolutions.
Education
Associate Of Applied Science - General Studies
Oklahoma State University - Oklahoma City
Oklahoma City, OK
12.2014
Skills
Relationship Building
Performance Tracking
Salesforce
Customer Relationship Management
Continuous professional improvement
Active Listening
Analytical Thinking
Multitasking Abilities
Task Prioritization
Teamwork and Collaboration
Attention to Detail
Problem-solving abilities
Reliability
Organizational Skills
Self Motivation
Written Communication
Professional Demeanor
Analytical Skills
Contract Negotiation
Web technologies and services
CRM Software
Account Servicing
Cash Handling
Processing payments
Goal Setting
Professionalism
Time management abilities
Adaptability
Data Entry
Critical Thinking
Microsoft Excel
Microsoft Outlook
Paperwork Processing
Documentation
Administrative Support
Microsoft Office Suite
Quality Control
Clerical Support
Filing
Recordkeeping strengths
Account updating
Office equipment proficiency
Proofreading
Quality Assurance Controls
CRM software proficiency
Report Generation
Medical terminology knowledge
Document Control
Conflict Mediation
Dispute Resolution
Client Relations
Customer Service
Call center experience
Conflict Resolution
Payment Processing
Prioritization
Account Management
Reading Comprehension
Record preparation
Consultative Sales
Personal Information
Work Permit: Authorized to work in the US for any employer