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Title Customer Service Financial Services
Target Location US-FL-St. Petersburg
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  Ulmerton Rd Lot 54Largo FL Street Address
PHONE NUMBER AVAILABLEPHONE NUMBER AVAILABLEEMAIL AVAILABLEEMPLOYMENTCUSTOMER SERVICE September 2021-June 2023 Signify HealthI scheduled patients for an annual in home assessment.CUSTOMER SERVICE March 2019  September 2021 HumanaI scheduled patients for an annual in home assessment.RECEPTIONIST July 2018- March 2019 Apyx Medical LabAnswering the phone also admit and announcing guest.CUSTOMER SERVICE LVL II June, 2016  July, 2018 Raymond James Financial ServicesI use skills obtained through experience and training to establish and maintain new and existing client relationships and accounts. I facilitated problem resolution and, document processing. This included review and analysis of supporting legal documents and agreements with branch supporting. I followed established procedures to perform routine tasks that are basic to intermediate in complexity, and received general guidance and direction to perform a variety of routine tasks.I answered calls and questions from financial advisors and, sales assistants related to account opening and maintenance. I preformed basic customer operations in the financial industry.Identifying and resolving operational issues. I operated standard office equipment and electronic communication. Use independent judgment on a variety of issues.Provide courteous, timely service when addressing client issues and transactions.CUSTOMER SERVICE LVL 1 January 2003  April 2016, Citigroup, N.A.I served as the human voice and personality behind the Citi brand providing quality customer service with each and every client interaction. Effectively break down information and identify opportunities to gain client agreement and trust. Take ownership of every client experience with the banking system. Utilize good judgment and understanding of company policy to effectively make decisions to resolve client issues. Achieve monthly individual and team based targeted performance goals. Commit to treating clients and teammates with the utmost integrity and respect. Challenged myself and raise the bar for excellence in customer service. Consistently would find different methods to meet the quality of a call with clients while improving handle time, quality scores, and overall performance.SKILLS AND ACTIVITIESPOWER POINT, 1997, and 2023EXCEL, 1997, and 2023ACCESS, 1997 and 2023INTERESTEPILEPSY FOUNDATIONEDUCATIONKenwood High School Stemmers Run Road PHONE NUMBER AVAILABLEPatricia Stevens School of Modeling

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