Detail-oriented customer service professional with experience supporting customers in fast-paced environments. Experienced in account management, financial services, data entry, documentation, and customer retention. Strong communication and problem-solving skills with the ability to manage multiple tasks while delivering high-quality service and maintaining accuracy.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Service Representative
TMX Finance Family of Companies
11.2021 - 08.2022
Assisted customers with inquiries regarding financial services, products, and account information
Processed transactions with strong attention to detail while maintaining accurate financial records
Supported team performance goals by delivering high-quality customer service and account support
Assisted clients with account-related tasks, contributing to customer satisfaction and retention
Contacted customers regarding overdue accounts and payment solutions to support revenue recovery efforts
Provided prompt and accurate customer support through phone, email, and chat communication channel
Demonstrated strong organizational, multitasking, and time-management skills.
Education
High School Diploma - undefined
Douglas Southall Freeman
Richmond, VA
Skills
Customer service
Customer relations
Account management
Financial services
Phone support
Attention to detail
Customer support
Goal-oriented mindset
Data entry proficiency
CRM systems
Multitasking and time management
Documentation
Communication
Certification
Florida Department of Financial Services – Insurance License (Status: verification pending)
TMX Finance Family of Companies – Insurance License and Financial Services Training Certificate