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Customer Service Relations

Location:
North Carolina
Salary:
46k
Posted:
May 20, 2024

Contact this candidate

Resume:

Darlene Russell

336-***-****

ad5txa@r.postjobfree.com

Resume

American Airlines Inc.

July 2021 – Present

International Customer Service Representative

Raleigh Durham Airport – VIP Ticket agent

Elite Passenger check in services and customer relations

Travel documentation analysis – travel validity

Meets all criteria for baggage drops

Customer relations concerning passengers expectations of American Airlines

Exceeding goals in offering ancillary products and services

Educating passengers on self service navigation and services

Apple Inc.

July 2015 – July 2021

Specialist Program Support (SPS) Advisor

Mac Tier II - IOS Devices

Remote Technical Support for the high end business customers

Customer Servicing via telephone/text and email (inbound and outbound calls)

Identifying and isolating issues with all Apple devices and Mac computers

Support customers with complex research articles to meet resolution

Case documentation reporting detail steps to resolution

Compliant adherence toward resolve

Assuring the customer while probing to understand unspoken concerns

Display of professionalism in greeting the inquiry and a hospitable recognition as a trusted advisor

Internal reporting and weekly group meeting via Microsoft Teams – resource to internal protocols and management

American Family Life Assurance Company –AFLAC

November 2014 – November 2016

Independent Sales Associate -

Consultative sales for the small business arena - supplemental health and life coverage

Offered price strategies presentations to employer involving tax benefits and positioning the added value for the employees

Segment of 50 -99 employee with group rate pricing and payroll deduction options.

Competent in IRS Section 125 Cafeteria Plan legislation.

Deepened and sustained relationships with Stakeholders.

Performed educational seminars on traditional core healthcare complemented with supplemental health benefits.

Wells Fargo Advisors, LLC

November 2010 - December 2016

Licensed Financial Advisor- Private Client Group -

Trusted Financial Adviser

Adhered to fiduciary responsibilities and privacy ethics

Analyzed and evaluated offerings to identify optimal strategies that ensured a competitive advantage for stakeholder's investment management including life, annuity (fixed/variable) structured settlements and IRS section 529 plans as an estate tax shelter

Provided strategic quantitative models to high net worth markets and business continuity plans- insurance products

Formulated asset allocation and developed proprietary investment models to create beta while reducing unsystematic risk exposures

Presented alternatives in lending services and structured positions to meet overall portfolio designs while minimizing exposure

Expert in insurance products favoring deferred income and tax savings

Partnered with wholesalers and internal resources to provide the best Stakeholder experience

Vice President - Private Bank

New York Metropolitan Area

Wells Fargo Bank – NA

April 2004 to July 2012

Licensed Private Banker with Fiduciary Responsibility

Transaction Authority $250,000

Built cases that gained client buy in for asset allocation strategies aligned with client goals and risk tolerances

Identified and attracted high net worth prospects through networking

Created business development plans to bridge business expenses - salaries, start up, capital reserves and business continuity necessities

Proposed leverage strategies with tax efficiencies - IRS 1031, IRS 1035 exchanges

Offered Swap Agreements in lieu of risk tolerances

Managed cash reserves and negotiated rates - $ 30 million under management

Finra series 7, 65, 63, Life/ Health, Accident/Health and LTC products

Education

High School Graduate

Certification in Financial Reporting Strayer University - Raleigh, NC

CFP ongoing CE courses – College of Financial Planning

Technology resource solution training

Cloud development training

Skills

Sales (10+ years) • Client management (10+ years) • Project management (5 years)

Training (10+ years) • Customer Service (10+ years) • CSR (10+ years) • Call Center (10+ years)

Apple platforms – IOS and MacOs

Customer Care (10+ years) • Customer Support (10+ years) • Microsoft Office 365 (7+ years)

Certifications and Licenses

Financial statements certifiable – Strayer University

Present QuickBooks Present Data Entry / Accounting Experience

Present Salesforce.com Certified Administrator

Assessments Customer Service Skills — Highly Proficient

Measures a candidate's skill in evaluating approaches to customer service & satisfaction.

Customer Focus & Orientation — Highly Proficient Responding to customer situations with sensitivity.

Data Analysis — Proficient

Interpreting and producing graphs, identifying trends, and drawing justifiable conclusions from data.

Full Results

https://share.indeedassessments,com/share_to_profile/37e3a92d2d4484824d270866d62d5870

https://share.indeedassessments.com/share_assignment/5xtpfmjg4g52metp

https://share.indeedassessments.com/share_to_profile/8afb1c25f9bc00b62756be532a4ed438eed53dc074545cb7

Core Competencies:

Planning/Prioritization

Training / Technology

Sales/Development

Lifecycle focus

Critical thinking methodologies



Contact this candidate