My objective is to obtain a position that will allow me to use my experience
and skills in a company that can benefit from my work ethic and where I
can secure a career.
Project planning and development
Customer relations specialist
Quality assurance and control
Unsurpassed work ethic
Work flow planning
Professional phone etiquette
Excellent communication skills
Articulate and well-spoken
Accurate and detailed
Excellent planner and coordinator
Works well under pressure
Client AdvocateFreedom Debt Relief – Tempe, AZ Responsible for answering inbound calls from clients with questions relating to their enrollment in the Freedom Financial Program, while providing the highest levels of service. This includes, but not limited to: client service requests, outbound client phone calls, voice mails, emails, faxes, noting client accounts and interacting with internal departments.
Saves Team (trainer and emails), new advocate mentoring (side by sides) Incoming email support, NPS Survey outbound response, "Floor Walker", assist management with client concerns to defuse escalated issues.
03/2012 to 11/2012
Personal Banker IIWells Fargo Bank – Chandler, AZ Generate new business by networking in surrounding communities. Open new accounts and close loans manage client database, cross train Customer Service Representatives on the benefits of referrals.
07/2011 to 03/2012
Retail Banking SpecialistBeal Bank – Scottsdale, AZ
Work with new and existing clients to invest monies to specific Money Market, Savings and IRA accounts.
Help guide and develop plan of action to insure financial growth.
06/2004 to 05/2011
Service BankerM&I Marshall & Ilsley Bank – Tempe, AZ Administrative Assistant to Vice President of Retail Banking for South East Valley;
scheduling, maintain business files, A/P, A/R, organize and facilitate
meetings, decision making, manage financial and all banking reports
Liaison for all Tellers, Personal Bankers, Financial Advisor's and
Outside Vendors, Service clients, open new accounts, close loans
(Retail/Commercial), troubleshoot and research banking errors.Generate new business by networking in surrounding communities.
01/2003 to 01/2004
Call Center LeadArizona Federal Credit Union – Phoenix, AZ
Interview and test applicants for open call center positions Monitor and Train call center associates Customer service and manage client database Trouble shoot problems.
01/1996 to 01/2003
Personal Banker IIBank One – Phoenix, AZ
Generate new business by networking in surrounding communities.
Open new accounts and close loans Manage client database Cross train Customer Service Representatives on the benefits of referrals.
Associate of Arts: Banking and Finance Phoenix College - Phoenix, AZ 2010 Graduate of M&I Marshall and Ilsley Bank -Customer Service Manager Development Program.