Vivian Thompson
Knoxville
Summary
Experienced financial services representative excelling in customer service excellence, and effective communication. Adept at resolving complex client issues and enhancing team performance, leveraging strong problem-solving skills, and in-depth product knowledge to drive client satisfaction and business growth.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Lending Solutions Inc
Knoxville
10.2025 - Current
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Assisted clients in understanding complex financial concepts and instruments.
Client Relations Team Lead
Edfinancial services
Knoxville
12.2023 - 03.2025
- Coached and assessed agents to enhance productivity and performance standards.
- Resolved escalated customer issues promptly while delivering exceptional service.
- Conducted research and analysis on team statistics to identify performance gaps.
- Compiled reports on performance deficiencies to drive improvements in quality and production.
Shift lead - Server
The Cheesecake Factory
Knoxville
08.2021 - 01.2024
- Managed servers to ensure operational quality and seamless shift transitions.
- Assisted in resolving customer complaints with professionalism and empathy.
- Handled large groups efficiently while delivering exceptional customer experiences.
- Trained new hires to prepare them for roles and responsibilities effectively.
Education
High School Diploma -
Heritage High School
Maryville, TN05-2021
Some College (No Degree) - Mathematics
University of Tennessee
Knoxville, TNSkills
- Team leadership
- Customer service excellence
- Effective communication
- Problem solving
- Financial services
- Regulatory compliance
Timeline
Financial Services Representative
Lending Solutions Inc
10.2025 - Current
Client Relations Team Lead
Edfinancial services
12.2023 - 03.2025
Shift lead - Server
The Cheesecake Factory
08.2021 - 01.2024
High School Diploma -
Heritage High School
Some College (No Degree) - Mathematics
University of Tennessee