Customer Service Financial Advisor
Resume:
Nakisha Wells
Matthews, North Carolina
************@*****.***
Summary
Experienced professional with more than 4 years in customer service serving in multiple roles
Collection of funds in exchange for products
Proven ability to research, analyze, and resolve complex issues
Self-Directed
Versatile, flexible team player
Excellent oral and written communication
Outstanding Time Management
Strong ability to multitask
Proficient computer skills in Microsoft Office including Word, Excel, PowerPoint and Outlook
Exceptional Customer Service
Education
Mallard Creek High
Diploma
Charlotte, North Carolina
Graduated November 2000
Central Piedmont
Psychology
Charlotte, North Carolina
Enrolled August 2017
Central Piedmont Community College Charlotte, NC.
Applied Associate, Finance
Employment History
GM Financial
Financial Advisor
Charlotte, North Carolina
May 2015 – June 2018
Execute day-to-day collection strategies and actively contribute to center performance objectives.
• Support center and company initiatives and demonstrate an understanding of business needs.
• Ensure actions are in compliance with company policies and laws.
• Contribute to a cooperative environment, maintain an open mind and remain positive concerning change.
• Keep calls on task and ensure efficient use of call handle time.
• Negotiate to find the best outcome and utilize collection tools appropriately.
• Demonstrate effective questioning/listening skills when speaking with customers and third parties.
• Use probing questions and leverage information obtained to ensure productive collection/skip tracing efforts.
Connections
Insurance Consultant
Concord, North Carolina
November 2014 – March 2018
Track and report to the Pharmacist patients medical information prior to them receiving their medicationsvia phone
Use telephone to reach out to customers and verify account information
Provide analytical data support to Supervisor
Provide excellent customer service over telephone and via email
Awarded Quality Assurance Award three times for superior productivity
Recognized by management for being a team player and was awarded a bonus
Contact this candidate