Accommodating Customer Support Specialist with documented history of exceeding customer and patron expectations. Calm and composed in stressful situations with successful record of reducing customer dissatisfaction through acknowledgment, decisive communication and focused solutions. Expert at finding win-win solutions, enhancing customer satisfaction through expert resolution of complex issues and proficient use of digital banking solutions.
Overview
9
9
years of professional experience
Work History
Customer Line Call Center Specialist 3
Apple Bank for Savings
Garden City, NY
12.2022 - Current
Provide excellent customer service to external and internal customers to meet their financial needs.
Safeguard customer accounts and information for privacy and accuracy and adhere to call authentication procedures.
Comply with all banking regulations.
Identify and escalate calls related to areas of concern or those of a suspicious nature.
Make recommendations to resolve customer issues to ensure first-call resolution by communicating with management and/or partners.
Communicate and log complaints in an effective and timely manner while adhering to complaint management policy.
Complete customer file maintenance, transactions, and requests following department and Bank policies and procedures.
Adhere to call quality and service standards.
Participate in call quality and metrics coaching on an active basis and implement agreed-upon behaviors to meet and/or exceed individual and department goals.
Educate customers on Apple Bank’s products and services.
Promote digital banking solutions to help drive customer self-service.
Comply with department call classification wrap-up codes, sales management call logging, and Calabrio metadata logging with each customer interaction.
Visa Services Advanced: Activation issues, PIN issues, declined transactions, update phone #'s in Visa to match FIS, Travel notices, using the Visa DPS System. Visa Help Mobile Pay Activation, Transactions Suppressions, Assist agents with Visa questions.
Online Banking Advanced: Q2 Central, Customer Service Tool: Bill Pay CST, Online banking services, Transactions assistance, Failed Enrollments, Zelle.
Pension, Abandoned Property, Nesting Mentor, Special Projects, Call Escalations, ATL Back Up, Centrix Initial Claim Entry, Combined Statements, Specialty Queue: Rotates based on Bank Needs.
Call Center Rep Tier 3
Teachers Federal Credit Union
Hauppauge, NY
12.2020 - 09.2022
Guide callers through troubleshooting, navigating the company site or using the products or services
Ensure security of Teachers accounts by properly verifying callers
Establish new member accounts and offer options for member deepening by advising callers of other deposit products and services that are beneficial to them and complete applications as applicable
Submit partner referrals to other departments in the organization
Update member account information including but not limited to; process check orders, restrict/un-restrict/cancel debit cards, unlock accounts, provide overrides, remove/add holds, etc
Ensure members' issues/problems are addressed by researching and providing information on existing accounts included but not limited to; account holds, payments and due dates, cleared checks, rates, debit card requests, loan payment inquiries, and mortgage escrow payments
Documents all actions taken in CRM Salesforce
Input a brief description in CRM for all calls taken and input required information and notations on transactions into CRM
De-escalate situations involving dissatisfied customers, offering empathy, patient assistance, and support
Handle escalated calls from lower Tier levels
Handle loan overflow of consumer lending/mortgage calls
Discuss Lending products (consumer/mortgage) and services that include, but are not limited to; Calculate payoffs, payments and prepare/distribute payoff letters based on established guidelines
Load Consumer lending applications, for all products applicable and submit referrals to partners for applications outside authorized limits
Ensure a second verification completed prior to any forms/letters sent out
Perform second verification checks on forms prepared by other Representatives
Contact Collections, Mortgage, Loan Disbursement and Loan Records department staff as needed to provide information on transactions
Work to meet all Contact Center metrics and goals set by management
Maintain awareness of and comply with policies, processes procedures and applicable laws/regulations
Maintain compliance by ensuring all required internal training is completed by the required due date
Keep the Supervisor informed of all activities, problems and issues
Perform other duties as needed upon request from immediate supervisor
Call Center Representative
HumanHire (Employment Agency-Jovia FCU)
Melville, NY
12.2019 - 05.2020
Process and/or forward external payment requests from members
Assist with member live chats
Cross selling products and services
Meet & exceed all productivity, sales and quality goals
With expertise providing customer support in high call volume environments
Exceptional computer aptitude and telephone etiquette
Ability to work in multiple queues (basic, advanced, advertise), while handling member and non-member telephone calls regarding multiple inquiry types which include but are not limited to: Credit union products and services, account/loan/line specific information and transactions (transfers, withdrawals, advances, payments, check orders, password & PIN resets, etc.), all while verifying member specific information to maintain the security of all account information
Process and/or forward external payment requests from members
Assist with member live chats
Cross selling products and services
Meet & exceed all productivity, sales and quality goals
Call and establish the lines of communication with custodians of records based on order priority
Make regular and persistent phone calls and/or other means of contact with each custodian to complete each order timely
Call Center Representative
ABI Document Support Services
Garden City, NY
01.2016 - 12.2019
Escalate the level of communication (intensity) with custodian as order approaches due date and send proper notices to each location to elicit production of records in accordance with ABI procedure
Enter viewable and non-viewable updates into the ABI computer system to document all conversations with custodians, all progress of orders, and all tracking of orders
(documented due diligence)
Maintain an organized rotation of all work orders in possession to ensure orders are called according to priority (generally by due date)
Provide quality control for all incoming records when matching to a work order
(i.e
Record subject identifying information and type of records requested vs
What was received)
Schedule field jobs accurately and completely
Each appointment requires information verification (address, copy times, contact name)
(All items being requested by client should be expressed to custodian prior to setting appointments)
Report daily productivity numbers to immediate supervisor through accurate and consistent maintenance of the ABI spreadsheet
Route work orders to appropriate departments in a timely manner
Match incoming vendor invoices with work orders
Match records with work orders
Bind and mail completed records
Assemble work orders packets
Scan documents
Crosstrain in other areas of the office when needed