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Account Transfer Specialist Customer Ser...
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Title Account Transfer Specialist/ Customer Service
Target Location US-IL-Chicago
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Chicago, IL Street Address
EMAIL AVAILABLE
PHONE NUMBER AVAILABLE

Hardworking team player focused on completing work quickly to consistently exceed targets. Reliable
team member accustomed to taking on challenging tasks. Dedicated to business success.
Hardworking and reliable team player focused on going above and beyond to support team and serve
customers. Motivated to continue to learn and grow as professional.


Work Experience

Customer Service Associate
Walgreens - Chicago, IL
February 2023 to Present
  Provides customers with courteous, friendly, fast, and efficient service.
  Recommends items for sale to customer and recommends trade-up and/or companion items.
  Registers customer purchases on assigned cash register, collects cash and distributes change as
requested; processes voids, returns, rain checks, refunds, and exchanges as needed.
  Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records.
Checks in and prices merchandise as required or as directed by store manager or communicated by the
shift leader.
  Implements Company asset protection procedures to identify and minimize profit loss.
  Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages
and tobacco products).
  Constructs and maintains displays, including promotional, seasonal, super structures, and sale
merchandise. Completes resets and revisions as directed.
  Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as
specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items,
assists in stock rotation, using the first in, first out method and restock outs.
  Has working knowledge of store systems and store equipment.
  Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and
appearance.
  Complies with all company policies and procedures; maintains respectful relationships with coworkers.
  Completes special assignments and other tasks as assigned.

Account Transfer Specialist
ADM Investor Services Inc. - Chicago, IL
May 1996 to November 2020
Carried out high-quality Account Transfer work with little oversight.
Completed assigned tasks with little or no supervision.
Helped customer service with various account inquiries and issues.
Maintained and updated files and records to support efficient account transfer operations.
Followed established guidelines and procedures.
Managed daily tasks consistently and sought out opportunities to go beyond requirements and support
business targets.
Maintained good working relationship with co-workers and management.

Compliance Assistant Manager
Ira Epstein & Company - Chicago, Illinois
April 1988 to May 1996
Managed daily tasks consistently and sought out opportunities to go beyond requirements and support
business targets.
Developed greater understanding of compliance regulations, account margin requirements and opening
new trading accounts.


Education

High School Diploma
Glenbard North High School - Carol Stream , IL


Skills
  Account management support Account servicing
  Assistant Manager Experience


Certifications and Licenses

Series 3

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