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Customer Service Representative

Phoenix, Arizona, United States
October 05, 2016

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Heather Kammeyer

Tel: 623-***-**** Cell: 623-***-**** Email:


Customer Service Professional with background in Banking, Medical and Customer

Service support. Proficient in learning new tasks quickly and exceeding expectations. Outgoing and

friendly, with service driven nature.

Work History:

Sept 2016 National Signing Agent/ Notary



June 2015 United Health Care/ Tricare

to Memberservice

July 2016 Phoenix, AZ

Verify member eligiblity and benefits for Military and Veterens

provide provider authorization/ referrals for beneficiary service

answer claims questions

handle crisis calls

August 2014 Macy'

to Fraud Analyst

May 2015 Tempe, AZ

Verify credit tcard information with various online tools & public records for online orders

Cancel orders for fraud

Report potential fraud to creditors & credit Bureau

Answer customer concerns about fraud on their Macy's account

July 2014 Workway Employment agency/ Desert Schools Federal Credit Union

to Deposit Legal Support

July 2014 Phoenix, AZ

Documented deceased member

Collected legal documentation to close account

Verified trust documentation

Helped banking centers close out accounts

Dec. 2013 TeleTech /Morgan Stanley-Smith Barney

to Globel Stock Plan Service Representative

June 2014 Phoenix, AZ

Answered tax related questions

Helped with technical system errors and password resets for clients

Benefit Access accounts

Identifying, researching and resolving customer issues using computer data participant plan information and making trades

Completing call logs and call reports

Model stock trades and help sell shares and exerciModel trades and stock sell preparation

se options

Explain long/short and covered/non-covered shares

Explain basic tax implications

Jan 2013 PSCU Inc

To Member Service Representative

Nov. 2013 Phoenix, AZ

Updated members accounts, data entry

Performed special projects

Assisted over 700 Credit Unions and members with credit and

debit card inquiries

Help with online transactions

Research account and transaction issues for members.

April 2012 Nationwide Vision

To Patient Service Representative

Oct 2012 Peoria, AZ

Greeted and checked in patients

Collected co-payments and verified insurance coverage

Prepared new patients charts

Schedule and confirmed patient appointments

Feb 2011 Discover Financial

To Senior Deposit Products Representative

Feb 2012 Phoenix, AZ

Responsible for sales of financial products and services

Answered inbound calls from new and existing customers

Ensured quality customer service and account maintenance

Sept 2005 Bank Of America

To Help Line Agent

July 2010 Tempe, AZ

Assisted banking centers with policy and procedures

Provided instructions to branch employees and managers on how to using bank tools to assist customers and process applications for new accounts, loans and credit cards

Help banking centers reboot the computer systems and any with technical problems they were having

Trained new employees with systems and procedures

Aug 1998 Wells Fargo Bank

To Personal Bank officer

July 2005 Phoenix, AZ

Ensure quality customer service and account maintenance

Acquire new relationships

Deepen existing relationships through profiling and uncovering additional needs

Evaluate client's financial needs and recommend products to meet their needs

Strong sales skills selling financial products and convenience items

Strong customer service skills

Audit vault and tellers

Maintaining high level of personal sales

Process and close Home Equity Loan, Auto Loan, and Personal Loan applications

Open and close the branch

Aug 1993 Dilliards Department Store

To Sales Associate

Aug 1998 Phoenix, AZ

Sales, customer service, merchandising


May 2003- July 2003 Westford College of Real Estate Sun City, AZ


National Association of Realtors

AZ. Department of Real Estate

National Notary Association


Joseph Heckel Cynthia Williams

Real Estate Broker Real Estate Agent

602-***-**** 623-***-****

Jerrylynn O'Hara



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