Customer Service Experience

Dedicated to providing excellent customer experience while meeting and surpassing quotas. I pride myself on the ability to work independently and collaboratively with great communication skills. I’m detail oriented, which enables me to utilize my problem-solving skills to attain solutions all while continuously growing and retaining great relationships.

Professional Experience

Commercial Solutions One, CSR Consultant Analyst – May 2012 – present

Analyze customer service requirements and inform clients of all available services

Administer all customer orders, provide appropriate consultation to customers for various products and services and place orders accordingly

Manage customer issues and resolve them effectively

Answer customer inquiries via phone calls and emails while ensuring appropriate assistance in compliance with company policies and procedures

Develop and maintain professional relationships with colleagues and stakeholders

Work with purchasing and source appropriate material for customers

Evaluate customer requirements for product and services and provide consultation to select appropriate products

Assist customers in selecting the optimal and most cost-effective solutions for their requirement

Prepare documents for individual accounts and ensure follow up on all pending issues

Grow and maintain effective relationships with customers

Maintain up-to-date knowledge on order status and keep customers always informed

Charles Schwab, Brokerage Account Specialist – February 2009 – February 2012

Educate clients on how to navigate their accounts online

Participate in in-depth conversations with clients involving market conditions, trends and providing investment education

Advocate for client by caring enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future

Use investigative skills to resolve client issues through use of technology within Schwab systems to identify efficient and effective methods to meet client goals

Consult and recommend appropriate solutions to clients which align to their goals and promote Schwab’s growth

Build strong relationships by working in a team-based environment with a diverse group of associates focused on meeting the needs of the company and clients

Participate in a performance-based culture where employees are empowered to own their career with a focus on addressing clients’ needs, personalizing each interaction, and valuing clients and their time

RCI, Vacation Specialist – October 2006 – February 2009

Serve as the first point of contact for the various clubs of RCI members

Receive inbound telephone calls or conduct outgoing calls to confirm exchanges and solicit space bank deposits, subscriptions, and renewals, making sure to meet service expectations

Sell, promote clubs and additional travel-related products and services (e.g., current promotions and renewals} to generate corporate revenue

Provide service that will “WOW” club members while maintaining a positive brand image and company reputation

Utilize effective listening and customer service skills to identify member needs and/or problems and travel expectations and provide problem solving solutions for members as required

Educate members on the value of their membership and the most effective use of the exchange process

Conduct welcome and save calls promoting clubs along with other call activities to support the efficient and effective growth of the club’s member base

Handle complaints by providing appropriate solutions and alternatives within guaranteed time limits and follow up in a timely manner to ensure resolution

Process member account transactions by entering accurate data into the exchange system to record current member contacts and accounts activity

Provide accurate tabulation of calls stats and sales reports as appropriate

Participate in team meetings and ongoing specialized training to ensure the accuracy of information communicated to clients

Education

Purdue University Psychology - Chemistry

Skills

Word, Power Point, Excel, and Outlook

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