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Customer Service Representative

Charlotte, North Carolina, United States
January 23, 2018

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Ashley W. Lockhart

**** ***** **** ****

Charlotte, North Carolina, 28226, United States


I am currently seeking employment where I can gain additional knowledge in areas which can further my career growth while being a valuable asset to my employer. I bring positive energy to the workplace and I am eager and willing to learn the necessary tools (if required) to advance in my acquired position.

Professional Experience

First Citizens Bank Charlotte, North Carolina

Sales and Service Representative III April 2017 – Present

Perform basic teller transactions such as paying and receiving, verifying deposit amounts, examining checks for endorsement and negotiability

Actively sell the Banks consumer and business products and services in a professional manner, including all deposit products, preapproved credit products and fee based services.

Meet the Banks established minimum performance levels for this position.

Identify potential customers and refer business to bank partners in other lines of business, maintaining established levels of qualified referrals.

Answer questions and resolve problems for customers concerning all services provided by the Bank; identify the problem, collect data, secure answers and report results to the inquiring party

Gather pertinent customer information, open new accounts and prepare documentation as necessary, ensuring that all new accounts are properly set up and processed.

Adhere to all federal regulations and bank policies; keep current on bank procedures via the Banks resources and required training

Wells Fargo Bank, N.A. Charlotte, North Carolina

Premier Banker August 2015 – April 2017

•Ability to negotiate and influence sales based on customer needs

•Strong verbal and written communication skills

•Navigation of multiple computer systems and applications

•First Point of Contact to initiate non-fraud / fraud claims

•Ability to utilize search tools to gather necessary information

•Ability to navigate multiple computer systems

•Knowledgeable of the banking processes, products, and services

•Work under minimal supervision and follow department guidelines

•Provide accurate information by utilizing search tools to gather information

Wells Fargo Bank, N.A. Charlotte, North Carolina

Phone Banker 1 September 2014 – July 2015

Phone Banker 2 (Promoted) July 2015 – August 2015

•Spending a vast majority of the work day on the phone assisting customers with their banking needs and overcoming customers’ banking concerns

•Strong verbal communication skills

•First Point of Contact to initiate non-fraud / fraud claims

•Maintain professional knowledge of products and services offered

•Perform all duties when servicing customers per guideline of department (WFVC)

•Obtain and maintain daily referral and sales goals per department (WFVC)

Best Buy Pineville, North Carolina

Customer Service Representative (Promoted) January 2014 – August 2014

•Provide accurate information to customers regarding orders and product knowledge

•Process customer returns accordingly following company's policies and procedures

•Provide feedback to the company regarding customer concerns or service failures

•Exceed customer service expectations by partnering with sales representative for better assistance

•Process customer orders / exchanges

•Perform clerical tasks as needed

Best Buy Pineville, North Carolina

Sales Transaction Assistant October 2013 - January 2014

•Total prices and tax on items selected by customer

•Accepts payment for a variety of transactions, make correct change, issue sales receipt, and calculate discounts

•Check merchandise pricing for accuracy

•Assist customers’ with locating items and pricing

•Ensure register is balanced and accurate

L & M Management Services Inc. Hillsborough, North Carolina

Account Manager May 2012 - January 2013

•Organize and conduct activities to build and improve character and behavioral skills

•Provide requested information on youths' progress and the development of behavior

•Commute data and file paperwork on clients into multiple company systems

•Greet and confer with potential clients and their families and provide information about company and programs offered at front desk

•Counsel youth, individually or in group sessions, to assist in overcoming obstacles, adjusting to life, or making changes

•Review and evaluate youths' progress in relation to measurable goals

•Attend training sessions to increase knowledge and skills

•Confer with family members or others close to youths to keep them informed of youth progress

Loving Touch Family Care Home Roxboro, North Carolina

Resident Coordinator January 2012 - August 2012

•Care for patients by changing bed linens, washing and folding laundry, cleaning, or assisting with their personal care

•Entertain, converse with, or read aloud to patients to keep them mentally healthy and alert

•Plan, purchase, prepare, or serve meals to patients or other family members, according to prescribed diets

•Direct patients in simple prescribed exercises

•Provide patients with help moving in and out of beds, baths, wheelchairs, or automobiles

•Maintain records of patient condition, progress, or problems to be reported

•Record and manage finances received for patient and company use


University of North Carolina at Charlotte Charlotte, North Carolina

Business Administration Studies, May 2018

Person High School Roxboro, North Carolina

High School Diploma, June 2012

Additional Skills

•Ability to follow policies, procedures, and regulations

•Problem solving techniques

•Effective multi-tasking and organizational skills

•Excellent verbal, written, and interpersonal skills

•Proficient time management to meet deadlines

•Microsoft Office Skills

•Detail oriented

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