Customer Service Financial Services
Resume:
Carianne Roberts
Greeley, CO *****
***************@*****.***
Customer Service support, sales professional, offering excellent customer experience, sales and office management skills. Strong planner and solver who readily adapts to change, works independently and exceeds expectations. Able to juggle multiple priorities, and meet tight deadlines without compromising quality.
Work Experience
Director of Business Management
Green CO2 Systems-Fort Collins, CO
June 2012 to Present
I currently oversee the accounts receivables and collection departments. My daily duties encompass aging reports for KPI’s, system and process development, following new customers setup through installation, billing for final install as well as removals. Working close with sales and service departments. Personal Assistant
Roberts Financial Services, Inc-Greeley, CO
January 2008 to July 2012
This company is a financial investment company; my duties are answering phones calls, setting appointments, and filing, setting up new accounts, Fax and Receive approvals for new business, insurance and annuities. Manage all company invoices/bills, enter into QuickBooks. Analyst/Appt Setter/Sales
Roberts Financial Services, Inc-Greeley, CO
November 2008 to December 2009
This company is a Credit Card processing company. My duties included overseeing my analyst (team of 5) Making outbound calls to companies regarding their credit card business and machine. Would sell them on an appointment for our Sales Executives to meet with them and lower their rates and switching to our company.
Adult Self Care Giver
Adult Self Care Giver-Greeley, CO
January 2007 to May 2009
Tuesday and Wednesday mornings. I assisted her with cleaning, making her personal appointments, as well as taking her to them. Also helped with her daily living care that she may have needed, including grocery shopping
Customer Service Rep
StarTek AT&T Business
March 2006 to May 2007
Answering phone for AT&T business and assisting customers in phone data and technical issues, as well as ordering new and replacement devices.
Receptionist/Customer Service
Puttin' On the Wax
April 2004 to April 2005
Greeting customers, answering phones, setting appointment, cashier, sales and application of Makeup and beauty products, cleaned and prepped all wax rooms. Waitress
Cables Inn Restaurant
August 2003 to February 2004
Greeting customers, cleaned tables, waited on tables, cashier, to-go orders, etc. Front Desk Attendant
Heritage Inn
January 2003 to August 2003
Taking care of all front desk duties, making copies, folding towels, making reservations, taking payments. Customer Care Rep
MSN-Greeley, CO
August 2002 to January 2003
Answering phones for MSN internet, assisting customers with billing issues, paying their bill, setting up new accounts, setting up DSL for new clients.
Hostess
Red Lobster
March 2000 to March 2001
All front desk customer service duties.
Receptionist
Kosmicki Roberts Financial Center
1998 to 2000
Reception
Answering phones and filing on a part-time basis.
Education
Hex Beauty Academy
2010
American Academy of Cosmetology - Topeka, KS
2005
AIMS Community College
2002 to 2003
Diploma
Greeley Central High School
2002
Skills
• Microsoft Office
• Microsoft Word
• Management
• Communication skills
• Project management
• Property management
• Time management
• Computer skills
• Medical office experience
• Epic
• CPT coding
• Microsoft Powerpoint
Certifications and Licenses
Driver's License
Additional Information
Key Skills
CSR: Customer Service Rep for inbound and outbound. Billing/Collection/Inbound, Sales (Credit Card Machines)/outbound, Surveys/outbound, Insurance Agency customer service. Office Skills: Office Management, Scheduling, Front Desk Receptionist, Records Management, Database, Administration.
Computer: MS Word, MS Outlook, Windows, MS PowerPoint, Excel, QuickBooks, Outbound inbound software.
Contact this candidate