Service Representative Sales

Employment History

Employer: Health and Human Services January 2015 - Present

Texas Works Advisor

Obtain, verify, and calculate income and resources to determine clients financial eligibility

Establish good rapport with clients while communicating and extracting necessary information to complete case efficiently

Accurately determine eligibility for TANF, Food Stamps and/or Medicaid Programs

Utilize governmental databases to compare information listed to applications provided by clients

Document case records using automated equipment to form a record for each client

Communicates on an intermediate level with others (internally or externally) to provide, exchange, or verify information, answer inquiries, address issues, or resolve problems or complaints

Screen clients renewals for changes and discrepancies that were not reported timely

Utilize sourcing techniques for time management per client

Maintain organization of task needing to be completed in order to avoid delinquencies and timely disposition of cases

Employer: Financial Professionals Temp Agency August 2014 – December 2014

Independent Bank

Lobby Service Representative II

Resolve discrepancies concerning customers' accounts to improve banking experience

Monitor customer preferences to determine focus of sales efforts

Successfully balance currency, coin, and checks at end of shift

Reduced the number of monthly closed accounts by cross selling products and services to better service the customer

Improved account maintenance by communicating with customers in a prompt and efficient manner

Reduced fraudulent activity by verifying checks for endorsements and identification of the person(s) receiving payments

Proficient with programs and software such as Q2 Central, Silverlake Interface, Currency Teller, and 4Sight Web Research

Employer: East Texas Professional Credit Union July 2013 – July 2014

Marketing Representative/Teller I/Member Service Representative

Improved monthly account production by averaging 4 opened accounts weekly per business development

Market financial literacy to local businesses in order to gain a diverse clientele

Effectively communicate discrepancies with irate customers in order to maintain their business with the company

Retain customers by monitoring their preferences and cross selling products that are beneficial for their financial success

Established 3 routinely open enrollment business developments that allowed potential/current customers a chance to direct questions to a financial professional face to face

Increased interest to income by calling and cross selling consumer loans at lower rates

Efficient with programs and software such as Symitar, Liberty Check Ordering, Interactive Teller Client, Fidelity Net Benefits, Harland-Clarke Digital, Velocity (training only) and Outlook Web

Education

Stephen F Austin State University, Nacogdoches Texas August 2014

Bachelor of Science

oMajor Psychology

Minor Biology

Community Involvement

KrumpNGSLOw Dance Organization, Promotions Coordinator, 2008-2011

African Student Organization, 2007-2011

Tunnel of Oppression, roles included- sexual orientation, white oppression and stereotyping, 2008-2011

Walk Across Texas, participated 4 times between 2007-2014

Bethlehem Baptist Church, Youth Leader, 2004-2014

Stephen F Austin State University's Health Science Fair, volunteer, 2007-2010

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