Megan Michelle Martin

Phoenix, AZ

Job Related Summary:

Experience as a Customer Service Representative role with a Banking Client.

Experience in taking inbound/outbound calls and ensuring that the phone banking activities are inclusive of but not restricted to direct mail, telemarketing, cross-selling of Bank services/products.

Proficient with Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.

Candidate is local to Phoenix, AZ and may go onsite.

Candidate holds High School Diploma.

Excellent communication and interpersonal skills.

Summary:

An accomplished professional with over 15 years of experience with Customer Service.

Hands on experience with Attracting potential customers by answering product and service questions and suggesting information about other products and services.

Strong experience with processing payments and sending confirmation details to customers.

Extensive experience with completing loan process by closing through working within standardized processes and utilize standard rates as defined by bank.

Skilled in customer service, data entry and handling customer over the call

Technical Skills:

Microsoft Word, Microsoft Excel, Microsoft PowerPoint

Education:

High School Diploma

Glenbrook South High School - Glenview, IL Sep 2000 – Jan 2004

Professional Experience:

Vanguard, Scottsdale, AZ Jan 2021 – Dec 2022

Participant Services Administrator

Responds to Participant and Plan Administrator telephone/call Inquiries by Providing Account and Plan Information from Various Information Systems.

Provides Fund and Investment Performance Information to Participants and Plan Administrators via call And Written Correspondence.

Responds To Client Inquiries Pertaining To Certain Legal, Regulatory And Tax-Related Issues Through Verbal And Written Communication.

Identifies Routine Participant Needs/Problems with Urgency, Professionalism and Efficiency. Determines Alternative Solutions. Resolves The Problem Using Current Workflow Procedures.

Initiates Mix/Allocation Changes and Exchanges Transactions for Participants. Monitors through Completion for Accuracy.

Works With the Various Areas Of The Institutional Division To Enhance Overall Quality And Workflow Efficiencies.

Provides Industry Knowledge To Fund Performance And Retirement Investing.

Cognizant Oct 2020 – Dec 2020

Customer Service Representative - Remote

Scope of work- Agents will handle inbound call from Illinois members who have basic question related to COVID-19. Agents will need to display appropriate call handling skills as well as being able to navigate through multiple systems across 2 screens.

Calls are mostly script drive.

Hours: Monday- Sunday 6AM to 6 PM schedules can come in 4 (10) hr. shifts or 5 days with 8 hours each day.

Setup Phones- Landline is preferred – if no landline agent will need to use their cell phones to field inbound calls. Need Unlimited minutes.

Agents need to have a secure workspace inside their residence where they can be secluded without having any exterior interruptions.

Papa John's, Phoenix, AZ Mar 2020 – Recently

Customer Service Representative (Part time)

Responsible for taking orders, making pizzas, and giving the customer the best experience possible.

Inventory and preparation of food.

Dollar Tree, Phoenix, AZ Jul 2018 – Jan 2020

Customer Service Representative

Providing exceptional service to our customers.

Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions and answering questions regarding the store and merchandise.

Turnkey Solutions, Phoenix, AZ Nov 2013 – Jun 2017

Inside Sales/Customer Service

Sourcing new sales opportunities through inbound lead follow-up and outbound cold calls and emails.

Understanding customer needs and requirements.

Routing qualified opportunities to the appropriate sales executives for further development and closure.

Wells Fargo, Phoenix, AZ Aug 2011 – Jun 2012

Customer Service

Maintain and manage well-developed professional knowledge of entire products and services line offered.

Head responsibility to update and request support for further development requirements.

Initiate sales plus cross-sell complete banking services range to present prospective customers.

Ensure to demonstrate all sound judgment for decision making complying with set guidelines and methods.

Attain minimum sales performance standards by active involvement in entire product marketing campaigns, referral programs and sales development activities.

Attain branch and individual sales goals through promoting as well as cross-selling bank products.

Participate in sales activities and process of Retail Department in disciplined, steady manner.

Ensure phone banking activities inclusive of but not restricted to direct mail, telemarketing, cross- selling of bank services and products.

Conduct referrals, role playing and prospecting along with attain or exceed weekly sales activities and volume.

Support bank-broad training efforts to improve staff knowledge as well as continuously enhance referral results and cross-selling.

Complete loan process by closing through working within standardized processes and utilize standard rates as defined by bank.

Assist customer satisfaction and retention through successfully researching and resolving customer issues as well as inquiries. Ensure to consistently acquire or exceed sales goals established by management.

Participate actively in entire product marketing campaigns, referral programs and sales development activities.

Perform for sure all duties along with responsibilities complying with set procedures and regulations.

Specialty Merchandise Corporation, Phoenix, AZ Sep 2007 – Jul 2009

Accounts Executive

Create detailed business plans designed to attain predetermined goals and quotas.

Manage the entire sales cycle from finding a client to securing a deal.

Unearth new sales opportunities through networking and turn them into long-term partnerships.

Present products to prospective clients

Provide professional after-sales support to maximize customer loyalty.

Remain in regular contact with your clients to understand and meet their needs.

Respond to complaints and resolve issues to the customer's satisfaction and to maintain the company's reputation. Negotiate agreements and keep records of sales and data.

O'Hare-Midway Limousine Service, Inc., Deerfield, IL Oct 2004 – Sep 2006

Customer Service Specialist

Serves customers by providing product and service information and resolving product and service problems.

Attracts potential customers by answering product and service questions and suggesting information about other products and services.

Processing payments and sending confirmation details to customers.

Sorting out any issues that may arise with bookings or reservations. Selling and promoting reservation services.

Helping plan travel itineraries by suggesting local tourist attractions and places of interest.

Maintaining the billing system. Generating invoices and account statements. Performing account reconciliations.

Maintaining accounts receivable files and records. Producing monthly financial and management reports.

Investigating and resolving any irregularities or enquiries.

Collect payments on past due bills. Create a list of people who have not made payments.

Organize list according to severity of delinquency. Call customers using telephone calls.

Locate customers using credit bureau information, background checks, loan documents and other paperwork or databases.

Additional Information:

Skills:

Personal Assistant Experience, Office Experience, Customer Service, Telemarketing, Office Management, Cold Calling, Event Planning.

Contact this candidate