Post Job Free

Resume

Sign in

Customer Service Financial Services

Location:
Burleson, TX
Posted:
February 19, 2024

Contact this candidate

Resume:

Marie Zumpano

719-***-****

ad3rg0@r.postjobfree.com

Dedicated and detail-oriented professional with a strong background in customer service and people management. Proven success in high-volume, fast-paced environments demonstrating exceptional critical thinking, organizational skills, and the ability to communicate effectively with diverse personalities. Experienced in ensuring accuracy in client management systems and handling daily communication with clients and employees. Education:

Hill College

Associates of Applied Sciences in General Studies, Graduating May 2024 Work Experience:

Licensed Financial Services Representative, Charles Schwab. Mar 2023 - Current

• Provide high-quality service for an average of 200 unique client contacts per week.

• Collect, store, and appropriately document sensitive information.

• Assist clients with cashiering and equity, derivative, and fixed income trading requests, including calculating estimated proceeds and tax liability.

• Consult with and connect clients to appropriate specialists Store Manager and Education Lead, The Cutting Room. Jan. 2022 - Mar 2023.

• Assisted with the interview and hiring process.

• Trained new hires in shop curricula and on-going education.

• Generated staff productivity reports, provided one-on-one staff coaching, and ran monthly staff meetings.

• Assisted in payroll processing, including calculating pay based on commission scales, sales goals, and hourly pay.

Senior Stylist, Finley's Barbershop Southlake. Jan. 2021 - Jan. 2022. Stylist, Floyd’s 99 Barbershop. July 2017 - Jan 2019. Assistant Manager, Sport Clips. October 2015 - July 2017.

• Recognized by corporate HQ as Teammate of the Month and Heart of a Champion Annual Award Recipient.

Client Concierge and Benefits Verification Manager, MAL Billing. Jan 2014 - July 2018.

• Worked with providers, patients, and insurance companies to verify coverage and out of pocket costs.

• Schedule client’s initial appointment with providers.

• Facilitated communication between providers and patients.



Contact this candidate