Customer Service Financial Planning

AM

AMY MILLOR

***********@******.*** 1-786-***-**** Hialeah, FL 33015

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Financial Planning

Client Relations

Sales follow-up

Problem-solving skills

Teamwork

Attention to detail

Written and verbal communication

Regions Bank Miami Lakes, FL

Financial Relationship Consultant

03/2016 - 12/2021

Reviewed documents such as wills, trusts, insurance policies for accuracy before submitting them for approval.

• Helped customer in opening personal and business accounts / credit cards / loan

• perform an outstanding customer service at all time by phone and in person

• help customer to make deposit/ wire transfer/ claims / dispute Gold coast / southern refrigeration

Hialeah, FL

Assistant Manager

01/2011 - 03/2016

Coordinated with other departments to ensure smooth flow of operations. Developed a system for tracking inventory and ordering supplies as needed.

Maintained up-to-date knowledge of company products and services. Created reports on sales trends, inventory levels, and financial data. Communicated regularly with customers to gain insights into their needs. Resolved conflicts between team members in an effective manner. Victoria Secret Pembroke Pines, FL

Floor Salesperson

03/2015 - 01/2016

Maintained a clean, organized and safe work environment to ensure compliance with safety regulations.

Encouraged customers to join loyalty programs or sign up for promotional emails.

Created weekly sales reports for management review. Monitored sales floor activity to detect potential shoplifting incidents. Provided customer service by responding to complaints and resolving issues promptly.

Barbara Goleman Senior High School Miami Lakes, FL High School Diploma

07/2012

Summary

Skills

Experience

Education and Training

Miami Dade College Miami, FL

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