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Customer Service Team Leader

Location:
New York, NY
Posted:
August 05, 2023

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Resume:

Julianne Santercole

adyqfw@r.postjobfree.com

716-***-****

EDUCATION

State University of New York College at Buffalo

Bachelor of Science, Business Administration

RELATED EXPERIENCE

H&R Block – Buffalo, NY

District Multi-Unit Team Leader July 2016 – Present Command Center – 23 offices from Niagara Falls to East Aurora, NY

• Manage office workflow and resolve client escalations.

• Create and implement strategies to consistently recruit top tier candidates for our management program.

• Manage highest volume pairing contributing to hitting revenue, client growth and EBTA for five years.

• Recruit new clients with virtual platforms and marketing.

• Facilitate work in progress prioritization plan at multiple offices.

• Develop and execute goal management spreadsheet for individuals, offices, and district to track associates training progress.

• Recruit, interview, onboard, and train yearly over 200 team leads, tax preparers and client service professionals.

• Monitor our appointment manager for multiple offices to ensure clients are being served in a timely manner to raise our customer centric scores.

• Enhance online appointment bookings by marketing our virtual tools and training staff on the new system.

David’s Bridal – Buffalo, NY August 2013 – October 2016

District Trainer

Store Manager

• Trained, supervised and evaluated over 30 mangers in Standard Operation Procedure that reduced employee turnover and increased district revenue by 11%.

• Ensured needs were met in a timely and orderly manner for employees and clients.

• Communicated with clients daily to ensure we gave great customer service to everyone.

• Attended and participated in continued professional development opportunities.

• Provided timely coaching, resulted in positive sales growth of over $100k.

• Ranked #1 store out of 298 stores in conversion and top 6 for all KPI for 2 years by strengthening customer service.

AWARDS

• Regional NY/PA/WV 2023 Recruiting, Hiring and Training Award

• Regional NY/PA/WV 2023 Top Service Quality Award

• Regional NY/PA/WV 2023 Client Target Achieved Award TECHNICAL SKILLS

• Microsoft Word, Excel, Publisher, PowerPoint and Outlook

• Krono Timekeeping

• Data Science & Analytics Hub

• Multi line phone system

COMMITTEES

• H&R Block Multi-Unit Team Leader Board Member

• H&R Block Multi- Unit Team Leader Advisory Board SKILLS

• Recruit skilled, efficient, and driven employees.

• Deescalating conflicts in the office, between staff and between clients and staff.

• Creating performance reviews for multiple job positions.

• Peer mentoring, coaching and talent development.

• Goal oriented. Able to prioritize tasks to generate the most efficient way to reach the end goal.

• Creating engaging trainings and presentations.

VOLUNTEERING

• Special Olympics Buffalo NY, 2017-2022

• Habitat for Humanity Niagara Falls NY, 2020

ASSOCIATIONS

• Women in Business- Canisius College Buffalo NY 2008-2019

• Marketing Leaders- Sales Force Amherst NY 2018-2022



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