Data Entry Customer Service
Resume:
Kassiana Jones
**************@*****.***
A dedicated account maintenance with 8 years of experience in sales, teamwork, multitasking, problem solving, cash handling, customer service, inventory management, data entry, order processing, opening accounts, account servicing and working in a fast-paced environment. I have learned the basic knowledge of computer hardware, SQL, C++, Microsoft office, Windows, and MAC OS. Skills
• Customer relationship management
• Cash handling
• Sales
• Merchandising
• Time management
• Organizational skills
• Problem solving
• Communication skills
• Training & development
• Inventory management
• Microsoft Excel, Word, PowerPoint, Outlook and
OneNote
• Basic knowledge Microsoft SQL Server
• Basic knowledge Computer hardware
• Basic knowledge of C++
• Word processing
• File management
• Data entry
• Detail oriented
• Multitask
• Teamwork
• Cash handling
• Decision-making
• Project management
Work Experience
Dc Plan Operations Analyst
Milliman - Dallas, TX
February 2024- present
• Gain full understanding of clients and their plans to proactively manage accounts
• Gain and develop thorough understanding of IRS regulations and plan documents
• Gain and develop skills necessary to interpret the plan document and regulations applicable to administering qualified retirement plans.
• Gain and develop proficiency in industry software applications, databases and spreadsheets.
• Data input and processing of plan transactions.
• Respond to client and participant inquiries in a timely fashion an ensure workflow items are completed/ delivered timely as well
• Investigate errors on participants/clients account and identify the corrective action. Operation, Specialist
Charles schwab - Westlake, TX
February 2022 to February 2024
• Review and process Schwab account applications, while interpreting and applying business judgement and balancing risk to the firm.
• Engage in a dialogue to identify ways to reduce client effort and improve the overall client experience while actively listening to client cues.
• Demonstrate positivity and the ability to problem solve while assisting Schwab clients in opening their accounts, as well as performing detailed research and follow-up, in a fast paced environment.
• Connect with clients and business partners through various channels, including inbound/outbound phone calls and written communication. Establish clear points of contact for ongoing support and escalations.
• Demonstrate flexibility and work collaboratively with team members to deliver high quality service, meet client expectations, and support business partners.
• Run multiple tasks accurately and optimally while maintaining high productivity.
• review application and verify clients identity to reduce identity theft
• Analyze clients account for fraudulent activity.
• Using TransUnion to limit fraudulent account opening
• Keeping KYC information updated on all accounts
• Handle chat, email and phone
• Order debit cards and checks
• Review trust, operating agreement, meeting minutes, etc documents for discrepancy
• Open brokerage, trust, retirement and investor checking accounts Financial service representative
Charles schwab - Westlake, TX
November 2021 to February 2022
• Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
• Cold-calling potential clients to inform them of the various financial products and services on offer.
• Suggesting viable solutions to improve clients' financial statuses.
• Developing in-depth knowledge of our financial products to advise clients accordingly.
• Assist clients with website navigating and troubleshooting Merchandiser Support Team Lead
Nordstorm Rack - Southlake, TX
February 2019 to October 2021
• Keep the stockrooms organized and complete all inventory processes, making sure merchandise is properly checked in and accurately ticketed
• Provide general support to the store including set up for special events, markdowns and relocation of fixtures
• Work with the managers to ensure the sale's floor stays ready through re-merchandising and straightening throughout the day
• Market trends to anticipate product needs and plan product ranges/stock
• maximize customer interest and sales levels by displaying products appropriately.
• Answering phone calls and transferring the call to the appropriate department.
• Receive and organize customers packages.
• Train all employees.
Shoes Sales Associate
Nordstorm Rack - Southlake, TX
November 2014 to February 2019
• Welcome every customer to the store and department
• Listen and respond to customer needs
• Maintain an active awareness of the merchandise available in the department and store; be able to direct customers as needed
• Handle all customers concerns in a proactive, positive manner
• Assist at point of sales necessary
• Maintain the department, minimize clutter, and ensure merchandise are organized and fully stocked
• Provide a positive shopping experience for our customer
• Open Nordstrom Rewards accounts as a means of building relationships
• Communicate and work as a team
• Answer inquiry phone calls; fulfilling orders
• Input clients data to open Nordstrom credit cards
• Make payments for Nordstrom credit cards
Teller I
Chase - Southlake, TX
November 2016 to May 2021
• serves customers by completing account transactions
• Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.
• Sells cashier's checks, traveler's checks, and series e bonds.
• Answers questions in person or on telephone and refers customers to other bank services as necessary.
• Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports.
• Reconciles cash drawer by proving cash transactions, counting, and packaging currency and coins.
• Maintains customer confidence and protects bank operations by keeping information confidential.
• Contributes to team effort by accomplishing related results as needed.
• Complies with bank operations and security procedures by participating in all dual-control functions, maintaining customer traffic surveys, auditing other tellers' currency, and assisting in certification of proof. Education
Some college in Information technology
Tarrant County College - Hurst, TX
Diploma
RICHLAND HIGH SCHOOL
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