Customer Service Professional with 10+ Years of Experience
Resume:
Lisa Valko
Customer Service Professional
*********@*****.*** • 480-***-****
Scottsdale AZ 85260
Summary
Analytical, competent, and performance-driven professional with more than 10 years’ experience in customer service within financial services industry. Repeated success in delivering exceptional services to clients by expertly resolving their issues and recommending best, suitable solutions or products. Experienced in business and systems requirements, UAT, process improvement, customer communication, and inventory management. Adept at coordinating and working closely with team members and management to achieve set objectives. Committed to superior services through a positive attitude and leadership within fast-paced environments. An effective communicator with excellent organizational and interpersonal skills at all business levels. Extremely versatile and adaptable to industry needs. Areas of Expertise
Customer Service
Relationships Building
Process Optimization
Queries Resolution
Needs Identification
Quality Assurance
Financial Services
Sales & Retail Marketing
End-user Training
Professional Experience
Curaleaf – Scottsdale, AZ 10/2023 – Present
Store Associte
Assist patience in findint the product that will address their needs One Network Exchange – Scottsdale, AZ 08/2022 – 9/2023 Medallion Class Experience Sales Representative
Identified sales opportunities regarding to vacation planning for Princess Cruise Lines. Key Contributions:
● Promoted to Inbound direct sales within five months due to dedication and sales performance.
● Preform second level customer service issues regarding accont credit and refund process. NortonLifeLock – Tempe, AZ 10/2021 – 5/2022
Restoration Specialist
Identified and resolved member identity theft by repairing their credit records and working closely with merchants. Delivered active support to the clients in restoring their identity by facilitating them in gathering and completing paperwork as well as calling to police stations to assist in getting reports. Key Contributions:
● Secured position among top 10 representatives on the floor by delivering exceptional performance and results.
● Reviewed and followed page by page on FTC.GOV to help them file a report, also mediated calls to merchants to move the case forward.
Desert Financial Wealth Management, Scottsdale, AZ 09/2019 – 10/2021 Registered Service Assistant
Rendered expertise as an assistant to three Financial Advisors and provided support to promote excellent client experience. Maintained accuracy and completeness while completing and submitting forms to open and service client Page 2 2
account.
Key Contributions:
● Took appropriate initiatives to determine and resolve problems as well as scheduled clients’ appointments regularly.
● Utilized excellent communication skills while interacting with clients on phone and adeptly responded to queries. Peyton Resource Group, Phoenix, AZ 06/2018 – 9/2019 Licensed Service Representative USAA
Delivered services as a licensed contractor in investments; responded to incoming service calls and shared detailed requested information. Provided input in transferring deceased owned accounts to beneficiaries by answering inbound and outbound calls based on research.
Key Contributions:
● Promoted to survivor relations from the main call center line within two months for achieving set objectives.
● Moved to the inbound line and took calls from beneficiaries as well as provided support with the distribution of funds with empathy and compassion.
The Vanguard Group, Scottsdale, AZ 03/2017 – 03/2018 Client Relationship Specialist
Leveraged technical expertise while using virtual technology to connect with clients as well as offered assistance in managing their assets. Provided active functional support to all types of investors with meeting their financial goals.
Key Contributions:
● Promoted from taking calls from clients with $50k to clients with $1M in assets.
● Established and maintained productive relationships with clients to develop a better understanding related to their needs and recommended suitable products or solutions. Meritage Homes, Scottsdale, AZ 02/2016 – 12/2016
Coordinator Central Purchasing
Oversaw all activities related to the management and organization of new and old purchase papers into IBM Content Manager. Monitored and reported overall work progress related to historical document processing to multiple stakeholders.
Key Contributions:
● Successfully completed the 12-month assignment within specified timeline.
● Ensured document quality and shared feedback with stakeholders, also identified and capitalized on related process improvement opportunities.
Touchstone Gallery, Scottsdale, AZ 2011 – 2015
Sales Associate and Key Holder
Adopted best practices to generate maximum sales of museum quality fossil, jewelry and fine home décor, and mineral specimens. Kept complete record of new inventory and displayed merchandise to attract clients. Key Contributions:
● Defined, developed, and implemented open closing procedures for gallery and assure timely opening of gallery. Page 2 2
Additional Experience
Bank Teller, WestBanco, Cincinnati, Ohio
Technical Service Analyst, Western Southern Life Insurance, Cincinnati, OH Quality Assurance and Problem Resolution Specialist, Fidelity Investments, Cincinnati, OH
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