Customer Service Financial Services
Resume:
Kyle Denehy
BURLINGTON, KY *****
*********@*******.***
ObjecƟve
Experienced Financial Services Specialist with over 15+years of Customer Service and OperaƟons processing going above and beyond service level agreements and company established goals. I am seeking to become an asset to improve daily operaƟons with acquired skills.
Professional Experience
LOGISTICS COORINDATOR- MILLER KNOLL/DESIGN WITHIN REACH 2016 PRESENT
Strategically plan and manage product logisƟcs, warehouse, transportaƟon, and customer services.
Direct, opƟmize and coordinate full order cycles.
Liaise and negoƟate with suppliers, manufacturers, retailers, and customers.
Resolve any arising problems or escalaƟons.
Meet cost, producƟvity, accuracy, and Ɵmeliness targets.
Maintain metrics and analyze data to assess performance and implement improvements.
ACCOUNT MANAGER- ASSOCIATED GLOBAL SYSTEMS 2014-2016
Coordinate Ɵmely and accurate shipments.
Ensure accuracy of orders and accompanying shipping documents.
IdenƟfy and fix shipping errors.
Prepare bills and invoices.
Oversee producƟon Ɵmeliness with assigned client. SENIOR CUSTOMER CLAIMS REPRESENTATIVE-CONVERGYS 2012-2014
Handle a high volume of incoming calls from a large variety of customers to provide informaƟon on benefit plans, medical plans, and pre-authorizaƟons.
Provide superior level of customer service while providing accurate informaƟon to the customer to eliminate future calls.
Perform problem resoluƟon on any past errors on customer database. PRODUCT SUPPORT CONSULTANT/TERRITORY MANAGER-STONEHOUSE BUILDING PRODUCTS 2010-2011
Service all incoming calls through call line to a superior level of customer service in an environment in which excellence is paramount.
Run quotes for field associates for pricing, customer fit, and offered soluƟons.
Place outbound calls to enhance sales, follow up on product informaƟon, issue resoluƟon, and enhance client relaƟonship with a personal touch. PERSONAL BANKER/SENIOR BANKER-US BANK 2008-2010
AcƟvely developed new business while expanding exisƟng customer relaƟonships with the bank
Constantly exceed monthly sales requirements and received several Vice. President Awards for going above and beyond with call issue resoluƟon.
Promoted to Senior Banker aŌer 4 months of employment based upon my knowledge of the banking industry, call volume, and customer monitored interacƟons.
TEAM LEAD/QUALITY CONTROL PROJECT MANAGER-FIFTH THIRD BANK 2005-2008
Created, monitored, modified quality control policies procedures for the team.
Ensuring team met all quality and accuracy standards.
Monitored daily reports and serving as primary escalaƟon point for team. SENIOR BROKER SERVICES REPRESENTATIVE
Provided superior knowledge of current account seƩlement instrucƟons for sweeps, periodic investments, systemaƟc withdrawals, and dividends.
Served as the primary support group for all FiŌh Third SecuriƟes Licensed Sales RepresentaƟves and Sales Associates.
Assisted brokers with sales of new brokerage accounts by guiding and providing all necessary documentaƟon needed to sell the brokerage product to the final customer.
INVESTMENT ADVISOR BROKERAGE OPERATIONS-FIDELITY INVESTMENTS 2006-2008
DuƟes included seƫng up managed reƟrement, corporate, estate, non-prototype, and trust accounts as well as all simple IRA accounts.
Set up of automated account builder product, check wriƟng, money-line, debit/credit card, and bank cashiering transacƟons. WORK GROUP LEADER/RETIREMENT PLAN SPECIALIST-FIDELITY INVESTMENTS 1996-2006
Responsible for providing guidance and feedback to associates as a tenured plan specialist.
Managed a complex workload that required seƫng team goals and ensuring goals were met.
Implemented a training program for teams to consistently improve performance and service.
Responsible for daily processing and reconciliaƟon of 401k distribuƟons.
Daily contact with plan administrators for special requests or plan issues. EducaƟon
Wilmington College of Ohio
Bachelor’s degree of Science Business AdministraƟon References upon request.
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