Customer Service Support / Financial Educator/Associate
Resume:
ad5v62@r.postjobfree.com
CONTACT
SKILLS
Exceptional communication
Building customer relationships
Handling customer inquiries
Fast learner
Anticipating unstated needs
Highly organized
Calmly resolving problems
Time management
Working independently
Computer operating systems
Computer navigation
Tracking information in database
RELEVANT EXPERIENCE
QUALIFICATIONS
6+ years Customer Service experience
8+ months remote Administrative Assistance responsibilities including basic tech support experience
8+ months experience in soft sales (upselling and recommending)
Associate of Business Marketing Degree
Familiarity with iOS and PC
2 years familiarity with Working from Home
2024 – Present : Financial Associate- Global Financial Impact, San Jose, CA
Educate clients of various backgrounds on managing personal finances, investments and assets. Help clients make informed decisions by providing data analysis, reports and quality assurance. Serve as a primary point of contact for clients and external parties. Answer inquiries about pricing and policies, record payments and promptly fix issues. Identify and coordinate appropriate actions for correction while complying to all regulatory practices. Schedule meetings, manage emails, coordinate calendars, make phone calls, file documents, manage confidential information, and create documents and presentation materials. Provide technical support with client products and services. Onboard and train new associates. Attend meetings lead by executives. Work with team in optimizing business operations and driving client retention.
2023 – Present: Barista/Customer Service - Scooter’s Coffee, Sioux Falls, SD
Greet customers, take their order, answer questions, and process payments. Operate POS and manage cash drawers including deposits, balancing daily sales, buying currency, and resolving cash unit differences. Prepare and serve orders, maintain a clean workspace and stock materials. Independently complete store opening and closing duties.
EDUCATION & ACHIEVEMENTS
Associate of Applied Science degree in Business Marketing, May 2024, Southeast Technical College, Sioux Falls, SD
Honors/Awards and Licenses:
2022 – Fall 2022 President’s List
2023 – South Dakota Life Producer License
Other: Basic data entry, iOS and PC and proper phone etiquette knowledge.
Forward-thinking individual with exceptional customer service, problem solving and multitasking skills that demonstrate genuine commitment to helping others and resolving problems. A strong critical thinker who works well under pressure with proven success of establishing and maintaining relationships. Naturally driven by motivation to provide the best possible customer support through compassion and individualized care.
PROFILE
Genet Czarnecki
Contact this candidate