Dynamic customer service professional with extensive experience, excelling in client relationship management and problem resolution. Proven ability to enhance client satisfaction through effective communication and regulatory compliance. Skilled in data entry and cash handling, consistently achieving branch targets while fostering a positive team environment.
Overview
6
6
years of professional experience
Work History
Customer Service Representative
Citi
09.2024 - Current
Manage client inquiries, ensuring proper investigation and timely resolution that is compliant with departmental standards
Develop and maintain client portfolio through regular calls and face to face interaction, as needed
Provide clients with transactional and inquiry activity scorecards and host review calls with clients related to productivity and usage of self-service tools
Inform customer about problems (system failures, market issues) and provide regular resolution updates
Escalate customer feedback, processing delays and errors appropriately
Maintain knowledge of new market and regulatory requirements affecting client portfolio/base
Ensure adherence to all departmental standards and maintain control environment
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Patient Service Representative
Comprehensive Weight Management Center
09.2024 - 12.2024
Greeted all patients and visitors in a courteous and friendly manner and registered the patient according to Ballad Health processes
Updating and scheduled patient appointments
Retrieved daily patient data for appointments and phone calls
Maintained providers schedules
Filing Charts/Medical Records
Copying Charts/Forms
Pulling Charts
Purging Charts
Producing documents for providers to sign
Collecting co-pays
Performing data entry of office visit charges
Performing collections of unpaid balances
Coding encounter forms with proper payment distribution CPT & ICD-10 coded
Filing and refiling insurance claims
Reconciling the charge sheet
Counting the cash drawer, preparing bank deposits, balancing credit cards
Reviewing and correcting errors on the missing ticket report
Perform closing procedures to ensure proper account balance
Perform referral and precertification
Relationship Banker 1
Regions Bank
08.2022 - 08.2024
Provided a consistent optimal customer experience on the cash line while handling customers' transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions
Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution
Developed a relationships with customers, remaining well-informed about the customer's relationship with the bank
Educated customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Assists branch and fellow team members with basic tasks to aid in customer problem resolution
Conducted outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs
Referred customers to an internal team of experts when more complex financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
Vault custodian in charge of vault including handling shipments, ordering of money, balancing of money, dispensing of cash and handling vault money log
Attended and participated in daily team huddles
Assisted in training new employees
Personal Shopper
Walmart Supercenter
08.2021 - 10.2022
Shop for Customers that placed online orders
Top stock
Pinpoint
Display set up and removal throughout store
Assisted on cash registers
Staging
Dispensing
Assist customers shopping within store with questions and concerns
Exceptions
Assist on Supervisor calls
Train new employees and crew members
Shift Manager
Backyard Burgers
02.2022 - 04.2022
Assign crew members job duties
Assign crew members lunch and breaks
Assist customers with complaints in store and by phone
Counting and balancing cash drawers nightly
Preparing bank deposit nightly
Placing bank deposit in safe nightly
Checking crew members job duties to make sure completed correctly
Attended and participated in crew member meetings
Taking customer orders in person, by phone and through the drive thru
Performed nightly cleaning of tables, chairs, windows, grills, counters and floors
Assisted with changing of trash and removal to dumpsters nightly
Walked dining room to ensure customers were satisfied with the orders they received
Cooked and prepared customer orders
Shift Manager
Pizza Plus
07.2019 - 09.2021
Take customer orders in person, by phone or through drive thru
Cook
Prepare salads
Prepare restaurant for opening and closing daily
Assisted customers that had complaints in person and online
Assigned job duties to my team members
Prepare orders of pickup and delivery
Clean table, chairs, floors, counters, windows and bathrooms
Balanced cash drawer and delivery crew members wallets nightly
Prepared bank deposits
Dropped bank deposits off nightly at the bank night drop
Cut and boxed pizza, cheese sticks, deserts, sandwiches, chips cinnamon sticks, chicken wings and calzones
Washed dishes
Set store alarm and locked doors and drive thru window nightly
Attended shift manager meetings
Set up and took down salad bar and buffet
Stocked salad bar and buffet
Received and processed cash, check, debit card, credit card and gift card payments from customers and entered into register