Financial Service Associate with background in understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Over 8 years of Customer Service experience in fast-paced, team-based environments. Driven and proven successful at achieving established targets and team goals.
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.
Skills
Client servicing
Financial reviews
Selling techniques
Appointment Scheduling
Payment plans
Transaction management
Multitasking abilities
Troubleshooting
Team building
Collaboration
Flexible & Adaptable
Responsible
Good telephone etiquette
Computer skills
Planning and Coordination
Education
Nashua Community CollegeNashua, NHExpected in – –No Degree:Business Management - GPA:
After high school, I did a semester in Florida at Pensacola Christian College and then transferred to Nashua Community College to finish my first semester. Unfortunately, due to my fathers health I had dropped out and never finished my degree.
Tabernacle Private SchoolLitchfield, NH, Expected in 06/2017 – –High School Diploma: - GPA:
Graduated with 3.8 GPA
Valedictorian
Elected Captain of volleyball team
Work History
Charles Schwab - Financial Representative Commerce City, CO, 11/2020 - Current
Currently work with our Tax-Exempt Clients, as well as on the Multi-Channel Team assisting our online Participants.
Met with customers to assess needs, financial status and eligibility.
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Handled incoming payments and outgoing disbursements.
Walmart - Retail Manager Milpitas, CA, 05/2019 - 10/2020
Controlled store inventory and reviewed cash handling and operations reports.
Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
Worked with various departments to align branding with corporate standards and strategies.
Implemented daily operating procedures to keep store clean, adequately stocked and well-organized.
Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
Created visual store strategy based on market trends.
Helped customers manage large purchases by collecting items from shelves and storage locations.
Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
Maintained customer satisfaction while handling product returns quickly and professionally.
Trained team members in successful strategies to meet operational and sales targets.
Kimberton Whole Foods - Grocery Team Member Douglassville, PA, 01/2019 - 04/2019
Kept cases and shelves clean and well-stocked by front-facing, checking codes, rotating and removing out-of-date products to achieve fresh and appealing display.
Maintained safe, clean and well-organized working and shopping environment by sweeping and mopping floors and complying with health and sanitation procedures adhering to safe work practices.
Checked for outdated and overripe grocery items and removed from inventory.
Maintained current knowledge of shelf planograms and end cap plans to effectively merchandise products.
Monitored beer, liquor and wine departments to uncover any potential underage or intoxicated individual and deny sale of alcohol to offending persons.
Assisted customers with purchases by providing knowledgeable recommendations and suggestions, educating customers on standard preparation and food pairing.
Unloaded produce items from truck, broke down pallets, loaded flats with proper produce items for placement on produce floor and checked produce on display for quality.
Rosewood Hotels & Resorts - Night Manager San Martin, CA, 10/2014 - 01/2019
Prepared nightly deposits by accurately counting all cash, filling out deposit slips, and securing deposit in vault.
Created nightly shift task lists to assign duties to each employee.
Organized shift meetings to communicate and resolve all issues for night operations.
Restocked inventory on shelves by unpacking backroom boxes and filling empty space on shelves with appropriate items.
Guided and motivated night team by establishing and communicating responsibilities and duties to each team member.
Reviewed all audits and reconciled nightly sales transactions by balancing cash registers and reporting discrepancies.
Conducted nightly inventory management procedures to track sales and stock levels.
Secured building for closing by completing run-through of sales floor, turning off electronic systems and turning on alarms.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
