Customer Service Representative

EXPERIENCE

Patco Construction, LLC

**** ** *******

Newtown Square, PA 19073

President/Owner

Phone:484-***-****

This is a residential construction Company. We do exterior of buildings, roofing, siding, downspouts, gutters, and windows.

I hire, manage, and schedule projects. I am the manager of all office processes. I manage payroll, schedules, and billing.

Premier Roofing Services, LLC

2016-2018

Essington, PA 19029

Office Manager

Phone: 610-***-****

Essential functions

Accounting

Order and schedule deliveries for projects; dumpsters, materials, sanitation, etc.

Ensure all required permits are attained

Verify all contract documents are compete and signed

Process invoices and payments for AR

Process billing and payments for AP

Prepares mid-period and end of period statements (P&L)

Manage contracts for billing purposes

General office administration

Personnel Related functions

Manages and maintains employment files and lists

Processing New Hire information

Resource for employee questions and problems with respect to payroll hour reporting

Employee verification

Resource for employees and managers on employment laws (i.e. FMLA, etc)

TD Bank (Commerce Bank)

Pennsylvania, New Jersey & Delaware

1999 to 2016

Customer Service representative

Assisted Customers with account questions

Answer phone calls

Opened accounts for Customers: checking, savings, IRAs, loans, etc

Maintained and enhanced Customer relations

Training and Development

Instructor for Customer Service new hires

Tested and scored new hires on skills

Covered Pennsylvania, New Jersey, and Delaware new hires

Training Manger

Managed 18 Instructors Pennsylvania, Delaware, and New Jersey

Managed training schedule for 8 Campuses

Created training classes for Customer Services, Teller, Loans and Contact Center

Created testing for Customer Service and Teller New Hires

AML Department

Instructor and creator of classes, Face to Face, virtual, and on-line

Trained employees bank wide from Pennsylvania to New York

Created virtual training for Anti Money Laundering

Attended courses to enhance AML Knowledge

Learning Consultant

Partnered with Retail Market Leaders and Human Resources

Liaison between the line of Business Retail and Contact Center

Worked closely with Retail Bank Leaders for any training needs

Human Resources

Worked with onboarding teams to enhance processes

Partnered with HR Senior Management to address issues with on boarding experience

Refined new hire process to become more efficient

Taught the teams federal requirements and laws pertaining to hiring employees

Experience with computer applications:

Microsoft applications, word, excel, PowerPoint, etc.

QuickBooks, all aspects used with businesses

LMS systems, created training programs and edited programs

Project Management programs, Smartsheet, Team Gantt, Projectmanager.com

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