Customer Service Senior Associate
Resume:
W O R K H I S T O R Y
One Rx Customer Service Senior Associate
Helped clients navigate their health insurance policy
Pharmacy department specialist
Point of contact for Doctors, pharmacies, and clients
Worked for multiple departments, Client relations, Medicare, Digital operations
Assist in training other advocates(new hire classes)
Nov 10 – July 18 Citizens Bank
Business Relationship Banker
Responsible for all aspects of banking
Analyzed customer portfolios (residential and business)
Promoted sales of all bank products to prospects
Maintained customer satisfaction
Upheld federal and state bank regulatory system
Responsible for security (keys, combinations, etc.)
Prepared and analyzed loans to bank guidelines
Specialized in loans (residential, business, personal, auto)
Participated in the Regional Counsel Advisory Team
Aug 08 – Aug 09 Prudential Financial/Retirement Department
Retirement Account Specialist
Assisted with customers retirement account
Educated customers on their retirement
Educated participants in understanding the financial investments within their portfolio
Assist participants with online registration and navigation
Referred participants to Financial Advisors
April 08 – Jun 08 Manpower Staffing/Fidelity Deposit & Discount Bank
Contact Center Specialist
Received all incoming telephone calls
Evaluated each caller and conducted bank business accordingly( via sales and/or services)
Analyzed portfolios for sales prospects
Feb 07 – Nov 07 Seminole Tile Company
Showroom Sales Specialist
Responsible for customer relations in tile and flooring
Coordinate customer orders and flooring installation
Jan 06 – Feb 07 AmSouth Bank
Senior Financial Service Specialist
Responsible for quarterly goals in bank business
Analyzed portfolios of bank customers to fit in bank products and services
Arranged meetings with business owners in the region for presentations to speak with their employees about banking
Referred business to the Financial Services and Private Client Services Dept
Promoted sales in all loan types (comm, residential, auto)
Responsible for keys, combinations
Arranging day by day business goals for daily morning meeting, and other daily setup
Jan 05 – Oct 05 A-1 Temps; Verifone
Verifone Customer Service Technician
Responsible for customer service and satisfaction regarding the networking of various Verifone terminals to a server for updates and security downloads
Coordinated customer service conferences subject to terminal types, time zones, and customer availability
Trained employees in job performance and objectives
Sales of service contracts for Verifone terminals
Analyzed procedure for better transitions of terminal data
Sep 99 – Jul 03 Bank of America
Senior Customer Service Representative
Provided financial technical support
Accountable for trouble shooting for online accounts
Responsible for activation and set up of new accounts, online accounts, online bill payment, and managing/ customizing their banking needs best for the customer
Promoted sales of all banking products available to customers(including first and second mortgages)
Commercial Teller
Customer service and cash handling for all bank business
Responsible for commercial sales; presenting commercial products to those customers
Jan 99 – Sep 99 Pine Design
AutoCAD Technician
Created computer enhanced drawings for commercial purposes
Night Manager
Responsible for crew and handling any employee issues
Jun 98 – Dec 98 Loop Technologies
AutoCAD Technician
Created computer enhanced drawings for commercial purposes
S K I L L S
Windows NT – 11, Vista, 7, AutoCAD, Drafting, Merlin, ACE, Edge, Emulation 3270, Microsoft Office, Detailed oriented computer skills, Finance, Accounting, Leadership and team skills, Expert Customer Service, Excellent Interpersonal skills, Pharmacy program(multiple) navigation and usage
Licenses
Registered & Licensed Representative of FINRA(Financial Industry Regulatory Authority)
Series 6 and 63
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