Customer Service Representative

DARIN PLUMMER

*** *** *** **

New Brighton, MN **112

*********@*****.*** (952-***-****

PROFILE SUMMARY

Dynamic financial professional with long-standing record of success within customer-centric environments. Adept at scaling customized solutions which align to unique client needs to enhance satisfaction and retention. Multi-faceted leader recognized for excellent interpersonal, communication, analytical, problem solving, and decision making skills. Technically proficient in MS Office Suite.

Areas of expertise include:

Consultative Services Financial Transactions Regulatory Compliance Team Leadership Issue Resolution Retirement Products Mutual Funds Pension Planning Annuities Best Practices Continuous Improvement

WORK EXPERIENCE

Superviour

The Villas at New Brighton Hospital, New Brighton, MN 01/2023 – present

Managing incoming calls.

Identifying customers' needs.

Responding promptly to customer inquiries.

Keeping records of customer interactions, transactions, comments, and complaints.

Printing the documents.

Scanning the Documents.

Did not work from 1/2021 – 12/2022 he was affected by Covid

Customer Service Representative

Ameriprise Financial, Minneapolis, MN 08/1998 – 12/2020

Executed a wide range of customer-facing services to promote the highest level of satisfaction. Operated as a key point of contact in resolving a broad spectrum of inquiries, queries, and escalations. Derived comprehensive solutions to align to unique customer requirements. Provisioned consultative services in financial transactions, out-processing transfers, third-party engagements, mutual funds certificates, 403(B) retirement products, and 401(K) pension plans. Ensured compliance to all applicable regulatory frameworks, service level agreements, quality assurance measures, and performance standards.

Utilized advanced analytical and problem solving skills to ameliorate complex issues.

Championed the highest level of customer service to enhance overall retention rates.

Demonstrated innovative problem solving capabilities in fast-paced and challenging environments.

Cultivated a transformative work environment committed to operational excellence.

Showcased robust attention to detail, pragmatic leadership capability, and robust decision making capacity.

Leveraged Kaizen and LEAN methodologies to bolster efficiency, accuracy, and productivity.

Operate the printers, copiers, scanner, faxing machine etc. at office premises.

Scan, Sort, print, copy and pull documents.

send and receive emails, find, open and save documents and files, perform data entry

CERTIFICATIONS AND TRAINING

Series 6 and Series 63 Licenses

Kaizen Certification

LEAN Six Sigma Methodologies

Leadership Training

VOLUNTEER AFFILIATIONS

Name of Nursing Home (2020 – Present)

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