405-***-**** Kisoha Borders

ad4l61@r.postjobfree.com

Financial/Customer Representative

Over 5 years of professional experience in financial services and customer support, with a strong focus on enhancing customer experience, managing financial transactions, and resolving client inquiries.

Expertise

● Expert in delivering clear and effective communication both verbally and in writing, capable of articulating complex information in an understandable manner to clients and team members.

● Proven track record of providing high-quality customer service, resolving issues with empathy and efficiency, and enhancing customer satisfaction and loyalty.

● Strong understanding of financial products and services, with the ability to process transactions accurately and offer tailored financial advice.

● Innovative problem-solver, skilled at analyzing situations, identifying improvements, and implementing solutions that enhance operations and client satisfaction.

● Keen ability to analyze data and feedback for service improvement, driving decisions based on meticulous analysis and metrics.

● Proficient in utilizing digital tools and self-service technologies to improve customer experience and operational efficiency.

● Experienced in using CRM software to track and manage customer interactions, feedback, and cases efficiently. Familiar with platforms such as Salesforce or Microsoft Dynamics 365.

● Advanced skills in Microsoft Word, Excel, PowerPoint, and Outlook for effective document creation, data analysis, presentation development, and email management.

● Exceptional organizational and time management skills, with the ability to prioritize tasks effectively and meet tight deadlines.

● Collaborative team player with a positive attitude, adept at working within and leading teams to achieve collective goals.

● Fraud Awareness and Prevention: Knowledgeable in identifying and managing fraud-related issues, safeguarding company and client assets.

● Attention to Detail: Meticulous attention to detail in processing transactions, managing documents, and ensuring accuracy in all aspects of work.

● Adaptability: Flexible and able to quickly adapt to changing circumstances, regulations, and technologies to meet the evolving needs of clients and the business.

● Software Proficiency: Skilled in financial and customer service applications, including Dayforce, NICE, and specialized financial software tools relevant to banking and customer service environments. Professional Experience

Financial Representative, ACTTODAY (Merrill Bank of America) Oklahoma city, OK Date: Oct 2022 – Present

● Spearheaded the implementation of a client feedback loop that has been instrumental in identifying areas for service improvement, leading to a 20% increase in client satisfaction scores within the first six months.

● Expertly processed financial transactions, including transfers, with precision and efficiency. Managed sensitive tax documents, statements, and application forms, ensuring accuracy and confidentiality.

● Actively introduced clients to a variety of products and services tailored to their unique financial needs, fostering trust and building long-term relationships.

● Optimized the process for connecting clients with financial experts, reducing wait times by 30% and improving client retention rates through more effective execution of the Life Priorities Strategy.

● Educated clients on the use of self-service technologies for conducting transactions, enhancing their confidence and independence in managing their financial activities.

● Coordinated appointment scheduling and managed referrals, streamlining the client's journey through the financial landscape.

● Created and managed cases for the fraud department, playing a pivotal role in safeguarding client assets and information against fraudulent activities. Customer Care Representative, Dobbis Logistics Oklahoma city, OK Date: June 2019 – Sept 2022

● Provide exceptional customer service by handling customer inquiries, complaints, and processing transactions with a high degree of accuracy and efficiency.

● Develop and maintain strong relationships with customers by offering solutions tailored to their needs, leading to increased customer satisfaction and loyalty.

● Collaborate with team members to identify and implement best practices for customer service excellence.

● Utilize CRM software to track customer interactions and feedback, ensuring that customer concerns are addressed promptly and effectively.

● Conduct follow-up calls and emails with customers to ensure their issues are resolved and to gather feedback on the service provided.

SALES ASSOCIATE OnCue

Mar 2018 – Jun 2019

Adheres to all city, county, state, and federal Alcoholic Beverage Sales regulations.

Adheres to all city, county, state, and federal tobacco regulations.

Gives all customers prompt and courteous service.

Follow the work schedule as posted, unless a change in schedule is arranged with the Store Manager.

Stays familiar with the Company Price Book, Policy Manual, and bulletins.

Ensures the Store Manager is made aware of all sales, cash, or operating discrepancies.

Operates shift within Company guidelines to achieve sales and profit.

Assures proper sale and accounting for money orders during shift.

Accurately posts markups and markdowns, store use of merchandise, voids, and bad merchandise write-offs, within established guidelines.

Keeps coolers, drink boxes, store shelves, and displays fully stocked and always fronted.

Properly cleans and maintains equipment and readies high-margin products such as coffee, and fountain drinks.

Education

GRAPHIC COMMUNICATION CERTIFICATE

Southwestern University

2014 – 2016

ESTHETICIAN PROGRAM

Central Oklahoma College

Jan 2022 – Oct 2022

Contact this candidate