Client Services Leader with 20+ Years in Finance
Resume:
Client Services Representative with over ** years of experience in
financial services, adept at resolving billing inquiries and enhancing service delivery through cross-functional teamwork. Proven expertise in streamlining processes to reduce wait times and improve first-call resolution rates. Skilled in developing training programs that empower teams and elevate customer satisfaction.
Employment history
Client Services Representative,
PayLink Payment Plans
May 2014 - Present
Chicago
Customer Service, FM USA Corp. Oct 2010 - Oct 2013 Bridgeview, IL
• Reviewed and assessed new customer applications
• Thoroughly filled orders, packed and shipped them on time
• Followed-up on customer requests and complaints
Accounting Assistant, Great American
Finance
Oct 2008 - Dec 2009
Chicago, IL
Personal Banker, Citibank Oct 2005 - Oct 2008
Chicago, IL
• Proactively maintained and acquired new relationships by following up with customers and sourcing business in the area
• Met and surpassed monthly and quarterly goals
• Coached and trained tellers on a weekly basis
Education
Devry University-Illinois, Chicago, IL Aug 2003 - Oct 2005 Bachelor of Business Administration - Accounting
Explained financial data to clients
Resolved billing/invoicing questions for clients and customers Streamlined call handling processes, significantly reducing wait times and boosting first-call resolution rates.
Coordinated with cross-functional teams to investigate billing discrepancies leading to quicker resolution times and improved service quality. Developed a client service training program, equipping team members with skills that enhanced service delivery and overall performance. Processed payments, ensuring accuracy
Managed high-volume transactions
Prepared and posted journal entries
Jennifer
Monzon-Tellez
1537 US 441, PEARSON, US,
31642
********@*****.***
Languages
English
Spanish
Skills
Accounts Receivable
Invoice Processing
Financial Reconciliation
General Ledger
Journal Entries
Accounting
Customer Service
Data Entry
Excel
Outlook
Contact this candidate