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Customer Service Financial Services

Location:
St. Petersburg, FL
Salary:
open to offers
Posted:
March 29, 2024

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Resume:

DIXIE L BROWNSTEIN

***** ******** ** *** **

Largo FL 33771

813-***-****

727-***-****

ad4ns7@r.postjobfree.com

EMPLOYMENT

CUSTOMER SERVICE September 2021-June 2023 Signify Health

I scheduled patients for an annual in home assessment.

CUSTOMER SERVICE March 2019 – September 2021 Humana

I scheduled patients for an annual in home assessment.

RECEPTIONIST July 2018- March 2019 Apyx Medical Lab

Answering the phone also admit and announcing guest.

CUSTOMER SERVICE LVL II June, 2016 – July, 2018 Raymond James Financial Services

I use skills obtained through experience and training to establish and maintain new and existing client relationships and accounts. I facilitated problem resolution and, document processing. This included review and analysis of supporting legal documents and agreements with branch supporting. I followed established procedures to perform routine tasks that are basic to intermediate in complexity, and received general guidance and direction to perform a variety of routine tasks.

I answered calls and questions from financial advisors and, sales assistants related to account opening and maintenance. I preformed basic customer operations in the financial industry.

Identifying and resolving operational issues. I operated standard office equipment and electronic communication. Use independent judgment on a variety of issues.

Provide courteous, timely service when addressing client issues and transactions.

CUSTOMER SERVICE LVL 1 January 2003 – April 2016, Citigroup, N.A.

I served as the human voice and personality behind the Citi brand providing quality customer service with each and every client interaction. Effectively break down information and identify opportunities to gain client agreement and trust. Take ownership of every client experience with the banking system. Utilize good judgment and understanding of company policy to effectively make decisions to resolve client issues. Achieve monthly individual and team based targeted performance goals. Commit to treating clients and teammates with the utmost integrity and respect. Challenged myself and raise the bar for excellence in customer service. Consistently would find different methods to meet the quality of a call with clients while improving handle time, quality scores, and overall performance.

SKILLS AND ACTIVITIES

POWER POINT, 1997, and 2023

EXCEL, 1997, and 2023

ACCESS, 1997 and 2023

INTEREST

EPILEPSY FOUNDATION

EDUCATION

Kenwood High School Stemmers Run Road 410-***-****

Patricia Stevens School of Modeling



Contact this candidate