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Skills

  • Customer feedback analysis
  • Client Retention Strategies
  • Time management
  • Customer service performance monitoring
  • Report preparation
  • Branch operations optimization
  • Recordkeeping strengths
  • Customer loyalty programs
  • Sales expertise
  • Cross-selling and up-selling

Work Experiences

  • Analyzed customer data to identify problems, develop potential solutions, and ensure high-quality service.
  • Welcomed, greeted, and assisted customers, generating $5 in several months revenue in a high-traffic store.
  • Handled over 8 calls per shift, including new customer sign-ups, data retrieval, product presentations, and service cancellations.
  • Promoted a superior customer experience by responding to customer concerns, demonstrating empathy, and quickly resolving issues.
  • Quickly investigated and resolved customer complaints and inquiries.
  • Routed incoming calls to the most qualified personnel and departments within the company.
  • Recommended, selected, and assisted in locating and obtaining out-of-stock product based on customer requests.
  • Provided ongoing guest service, which included Workday recommendations.
  • Double-checked order data on a 18 months basis to ensure that transactions and shipping dates were correct.
  • Entered customer interaction details into Salesforce to track requests, document problems, and record solutions offered.

Summaries

  • Motivated to address customer concerns directly and efficiently, develop proactive solutions, and implement corrections quickly.
  • Branch Customer Service Representative who is well-versed in dealing with difficult customer issues and promoting positive outcomes.
  • Bring extensive high-call volume experience working with procedure consumers spanning 3 years.
  • Achieved success in providing unsurpassed customer service.
  • Dedicated to achieving established targets and team goals and has a track record of success.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Dedicated to exceeding expectations and leading the team to success.
  • Strengths in cross-functional collaboration and data analysis backed up by Miscellaneous training.
  • Service-oriented team player with a track record of providing high-quality support in the Miscellaneous for 13 years.
  • Branch Customer Service Representative is a service-oriented Branch Customer Service Representative with unrivaled customer service, task prioritization, and time management skills.

Accomplishments

  • Led a community financial literacy program, increasing customer account enrollments by 17% within 4 weeks.
  • Cross-sold QuickBooks services, increasing branch's product penetration by 77% within the first 8 months of tenure.
  • Promoted banking products that met customer needs, achieving a 19% upsell conversion rate among key client segments.
  • Resolved product issue through consumer testing.
  • Collaborated with team of 9 in the development of metric.
  • Exceeded monthly sales targets by 80% for 2 consecutive months by proactively engaging customers about new financial products.
  • Conducted customer satisfaction surveys, resulting in actionable feedback that improved customer experience ratings by 52% for the quarter.
  • Achieved PMP in 2016, equipping the branch with specialized expertise in project management, which resulted in increased product sales by 43%.
  • Collaborated with financial advisors to identify opportunities for cross-selling, leading to an increase in branch portfolio assets by $9 over 17 months.
  • Established new processes for tracking loan application progress, reducing customer wait times by 6 days.

Affiliations

  • American Medical Informatics Association
  • Financial Services Institute (FSI) – Active participant in compliance standard sessions
  • American Financial Services Association (AFSA) – Raleigh Member Chapter
  • International Association of Administrative Professionals
  • National Retail Federation (NRF) – Participant in Customer Experience Seminars
  • Association of Certified Anti-Money Laundering Specialists (ACAMS) – 2018 Compliance Certification
  • National Association of Retail Collection Attorneys (NARCA) – Compliance Training Participant
  • Local Chamber of Commerce – Customer Service Excellence Award 2017
  • BankTeller Certification Council – Cash Handling Precision Training Completed 2021
  • Certified Bank Teller (CBT) – Credentialed by process in 2022

Certifications

  • Banking Compliance Certification Program by Harbor & Co.
  • Certified Associate in Project Management (CAPM) from Project Management Institute (PMI)
  • Certified Fund Specialist (CFS) from the Institute of Business & Finance (IBF)
  • Apple Certified Associate (ACA)
  • Branch Manager Certification Program by method
  • Certified Public Accountant
  • Microsoft Office Specialist (MOS) Certification from Microsoft
  • CompTIA A+ Technician
  • Certified Public Accountant (CPA)
  • Accredited Customer Service Representative (ACSR) from The Institutes

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