Service Representative Customer
Resume:
PA
Patricia Alinda
Professional Summary
Smart, energetic, passionate and goal oriented young professional with strong and growing experience in Financial Services and Customer Services industries. Entrepreneurial spirit, passionate about humanity and developing community.
Professional Experience
MOA Staffing - Business Manager
Shoreview, United States
01/2020 - Current
Wells Fargo Bank - Personal Banker 2 / Business Advocate White Bear Lake, MN
04/2014 - 10/2021
Oversee daily office operations processing,vital documentation, obtaining insurance verification and authorization for services
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Created, managed and executed business plan and communicated company vision and objectives to motivate teams
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Oversaw and improved deliveries through proactive coordination of daily operations and inventory
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Analyzed delivery and shipping operations to reduce shipment turnaround time and store surcharges and inventory.
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● Quoting,and buying logistics managment.
Recruiting exceptional candidates and led staff to maximize productivity and eliminate process lags.
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Created exceptional customer experience while exceeding sales objectives
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Analyzed potential customer needs and identify trends through comprehensive analysis
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Monitored and evaluated client success and return on assets for the branch
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● Risk management and coaching
● Commissioned notary and Safe Act registered
● Assisted customers with setting up or closing accounts,
● Safe registered,Home Equity.
● Business loans and product application
*****.******@*****.***
Shoreview, 55126 MN
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Skills
● Portfolio assessment
Financial product knowledge and
advisement
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● Relationship building
● Revenue generation
● Team management
● Scrum master certified
Education
03/2019
Century College White
Bear Lake, MN
Associate of Science Small: Business
Management And Scrum
12/2010
Uganda Christian University
Uganda
Bachelor of Arts: Business Administration
And Management
Wells Fargo Bank - Personal Banker 1
St. Cloud, MN
01/2013 - 04/2014
Wells Fargo Bank - Customer Service Representative Shoreview, MN
02/2012 - 01/2013
Promoted financial products by maintaining excellent service offering knowledge
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● Notary,medallion and risk mamanagmemnt
Worked closely with management to strategize sales techniques to increase branch production and customer service
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Networked to increase client base and encourage existing clients to expand financial portfolios.
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● Provided guidance in managing customer service levels Consistently created and revised procedures, checklists, and job aids that resulted in process and reduced error disputes
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● Experience in root cause analysis and escalation of complaints. Compiled customer feedback and recommended service delivery improvements to management.
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