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Customer Service Management Associate

Location:
Desoto, TX
Posted:
April 05, 2024

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Resume:

Shauntel Irizarry

DeSoto, TX *****

ad4ste@r.postjobfree.com

+1-682-***-****

To obtain a career with an organization with the opportunities of growth, strategic goals and objectives

that helps support a company's vision while offering a challenging and friendly work environment. Willing to relocate to: Fort Worth, TX - Keller, TX - Roanoke, TX Authorized to work in the US for any employer

Work Experience

Wealth Management Associate

TD Ameritrade - Southlake, TX

February 2020 to December 2020

Verify request for wire, ach or internal transfers. Do signature comparison on requests.

Process these request effectively with no mistakes. Work in expedites and get those request done first. Create standing instructions on clients accounts.

Process death disbursements

Process invalid accounts (no advisor accounts)

Dispatcher/Customer Service/Logistics

RaGo's Trucking & Courier Services LLC - Fort Worth, TX April 2017 to December 2019

Receive emergency and non-emergency calls and record significant information Address problems and requests by transmitting information or providing solutions Receive and dispatch orders for products or deliveries Prioritize calls according to urgency and importance Use radio, phone or computer to send crews, vehicles or other field units to appropriate locations Monitor the route and status of field units to coordinate and prioritize their schedule Provide field units with information about orders, traffic, obstacles and requirements Enter data in computer system and maintain logs and records of calls, activities and other information Teller

Wells Fargo - Roanoke, TX

February 2019 to October 2019

• Provide account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services.

• Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports.

• Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.

• Completes special requests by closing accounts; taking orders for checks; opening and closing christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures.

• Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency.

• Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof.

• Maintains customer confidence and protects bank operations by keeping information confidential.

• Contributes to team effort by accomplishing related results as needed. Retention Specialist

ADT Security Services - Irving, TX

March 2018 to January 2019

Develop new strategies for customer retention activities. Respond to customer queries and address service complaints in a timely manner. Work with Sales Manager in implementing sales promotion activities. Track contracts that are soon to be expired and contact customers for renewals. Develop product presentations and demonstrations to customers. Analyze customer feedbacks and develop new techniques to ensure customer retention. Provide excellent customer services and ensure customer satisfaction. Build positive working relationships with customers for repeat businesses. Explain customers about new products and benefits. Make sales calls to existing and new customers for business growth. Perform customer negotiations and reach a fair conclusion from both business and customer perspectives.

Lock customers into contracts

Retention Specialist

SiriusXM - Irving, TX

August 2017 to January 2018

Develop new strategies for customer retention activities. Respond to customer queries and address service complaints in a timely manner. Work with Sales Manager in implementing sales promotion activities. Track contracts that are soon to be expired and contact customers for renewals. Develop product presentations and demonstrations to customers. Analyze customer feedbacks and develop new techniques to ensure customer retention. Provide excellent customer services and ensure customer satisfaction. Build positive working relationships with customers for repeat businesses. Explain customers about new products and benefits. Make sales calls to existing and new customers for business growth. Perform customer negotiations and reach a fair conclusion from both business and customer perspectives.

Fort Worth, Tx Manager

TRINITY SELF STORAGE - Fort Worth, TX

November 2014 to December 2016

Meet gross revenue targets set forth by the company ownership, through effective sales and marketing activities.

● Maintain designated office hours

● Provide outstanding customer service in person and via telephone

● Maintain professional, courteous relationships with existing and prospective customers, company vendors, community business members and company staff,

● Maintain financial reporting and bookkeeping systems provided by employer

● Daily surveillance of property to ensure protection of customers stored possessions, as well as company property and buildings

● Keep property clean and in good repair at all times.

● Supervise any additional staff, such as relief managers or any other designated personnel.

● Make bank deposits, purchase supplies and services as needed.

● Complete any collection activities that may be required of delinquent accounts.

● Any other duties designated by your employer or district manager Receptionist

Texas State Optical - Fort Worth, TX

May 2015 to November 2015

Answer/manage multiple phone calls

● Input all customers information into system correctly

● Verify customer's insurance

● Test patients eyes using refractor

● Call customers notify them of insurance info and arrival of eye care products. Porting Specialist

SPECTRUM - Irving, TX

May 2013 to August 2014

Seasoned telecommunications specialist with breadth and depth experience. Persistent yet patient customer-facing skills an absolute must.

● Manages porting of customer local telephone numbers 10600 Hunt Club Pl apt 523, Fort Worth, Tx 76244•682-***-****• ad4ste@r.postjobfree.com

● Obtain a Letter of Agency (LOA) from site customer to request Customer Service Records

(CSRs) from incumbent LEC

● Obtains and validates CSRs from incumbent LEC or internal sources

● Obtains a list of numbers to port from the site dial number plan

● Verifies numbers to port with the site customer

● Verifies and validates CSRs reflect all of the numbers to be ported

● Works very closely with Site Transformation Project Manager to coordinate the date and time for porting

● Submits local number porting orders to MPLS/SIP services and verifies the accuracy of resulting order

● Orders additional telephone phone numbers for Court sites

● Orders for local rate center telephone numbers as required by dial number plan

● Engages Sales for rate center build-out requests as required Schedules the turn-up of the new numbers

Sales & Service Associate

HERTZ - Irving, TX

February 2010 to August 2010

Ensuring positive customer experience by effective management of rental process to include qualifying the renter and completing contracts

● Cleaning and servicing vehicles to current audit/quality standards

● Protecting company assets through adherence to company policies and procedures Claims Processor/Data Entry/Customer

ALLSTATE INSURANCE - Irving, TX

March 2005 to April 2008

Service

● Responsible for setting claims up as well as collecting subrogation dollars

● Comply with all claim handling guidelines while securing necessary information

● Input appropriate data in the claim system and follow up with the third party carriers Package Handler

NEIMAN MARCUS - Irving, TX

July 2003 to October 2003

Responsible for packing materials

● Manually loading and unloading trucks

● Making sure orders were processed correctly and going out in timely manner Mail Handler

USPS - Grand Prairie, TX

June 2001 to September 2001

Responsible for packing materials as well as sorting mail

● Making sure mail was sorted in correct bins and in a timely manner Education

High school or equivalent in Medical Billing & Coding Sanford Brown College Dallas - Dallas, TX

September 2010 to May 2011

Skills

• RECEPTIONIST (3 years)

• CUSTOMER SERVICE (3 years)

• RETAIL SALES (3 years)

• ACCOUNTING (Less than 1 year)

• Retention (2 years)

• Management (2 years)

• Call Center (7 years)

• Cash Handling

• Cashier Customer Service

• Bank Teller

• Credit Union

• English

• 10 Key Calculator

• Microsoft Office

• Office Experience

• ACH

• LAN

Additional Information

SKILLS

● Demonstrated exceptional management, supervisory, and organizational skills while encompassing objectives valued by the company.

● Continuously examining administrative effectiveness and seeking better procedures by demonstrating knowledge of Microsoft Excel, Powerpoint, Word, Windows, Outlook and Outlook Calendar skills.

● Excellent teambuilding, customer service, and interpersonal skills

● Ability to communicate assertively while avoiding communication breakdowns.

● Committed to honesty and integrity while maintaining high confidentiality with both executive correspondences and accounting data.

● Ability to quickly build client rapport leading to lasting relationships effectively interacting with all levels of management.



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