Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Enhanced customer experience by efficiently processing transactions and addressing inquiries.
Identified sales opportunities and referred customers to branch partners in financial services.
Educated customers on use of banking website and mobile apps.
Successfully managed the vault and cash shipments over the past 10 months.
Customer Relationship Advocate
Fidelity
12.2022 - 08.2023
Created a welcoming environment for clients by consistently exhibiting professionalism, empathy, and patience during all interactions.
Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
Investigated and resolved customer inquiries and complaints quickly.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Successfully handled 40-60 inbound calls a day in addition too 80+ on a high volume day.