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Financial Services Account Management

Location:
Waterloo, ON, Canada
Posted:
May 11, 2024

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Resume:

Genesius Julian Muljadi

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

WATERLOO, ON N2L 5P1

519-***-****

ad5mwr@r.postjobfree.com

Experience

JULY 2021 - AUGUST 2023

Majorel, Waterloo - CSR II - Financial Services

● Handled 10,000+ customers, including many different personalities, age groups, experts, and legal status using 100+ daily authentication procedures, professionalism, and conflict de-escalation

● Helped customers with general banking inquiries, balance inquiries, card management, account management, money movement, fraud prevention, user system diagnosis, and online troubleshooting with 99% QA score and 98% customer satisfaction rate

● Managed 12,000+ cases in Salesforce and other programs, while enforcing and complying with all banking policies, including 30+ policy changes

● Managed $4,000,000+ in financial assets securely, thoroughly, and efficiently SEPTEMBER 2023 – NOVEMBER 2023

Majorel, Waterloo - CSR I - Ecommerce

● Provide Salesforce order support to customers: 20+ customers/day, ~98% QA score, 95% customer satisfaction rate

● Provide detailed information on and upsell products to boost sales, including promotions, discounts and limited-edition items

● Escalate and communicate situations with support and warehouse regarding order issues: 100+ conflicts & issues resolved

SEPTEMBER 2015 - MARCH 2020

UW Poker Studies Club, University of Waterloo - Executive Member

● Organized and managed weekly events and tournaments

● Tutored and coached beginner players to play at tournament level Education

SEPTEMBER 2015 - JUNE 2020

University of Waterloo, Waterloo - Bachelor of Mathematics Pure Mathematics Minor

Basic Python & SQL short courses



Contact this candidate