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Click here or scroll down to respond to this candidateCandidate's Name EMAIL AVAILABLE PHONE NUMBER AVAILABLEDecember Street Address Current (Seasonal)H&R Block Tax Specialist Avenel, NJ Establishing trust with clients by conducting tax interviews face to face, as well as virtual interviews. Providing tax preparation, tax audit support, and tax planning. Providing IRS audit support and attending audits as needed. Generating business growth, increasing client retention, and offering additional products and services. August 2022 November 2023Merrill Lynch Wealth Management Client Associate Wayne, NJ Working with highly affluent clients. Onboarding and maintenance activities for new and existing clients. Providing products and services to each client, working with cross line business partners. Using creativity to tackle complex problems; Managing client servicing requests and account maintenance; Using multiple communication methods to ensure a consistent and exceptional client service experience. Acting as a key team member leading our clients digital experience with the firm. Creating ease of access and interaction, while protecting their privacy and security. Finding opportunities to innovate every day.November 2020 August 2022Personal Lines Agent Liberty Mutual Insurance Tampa, FL (Remote) Helping customers in their time of need by building rapport; responding/resolving inbound phone calls in fast-paced call center environment; identifying and providing services and solutions to questions regarding renewals, coverage, eligibility, billing, and policy changes. Delivering expertise counseling, guidance, and suggestions to customers to adequately cover and protect valuables; upselling and cross-selling products and services to educate customers on new and existing coverage options beneficial to their situation. Upholding customer care standards by achieving individual goals on call quality, handle time, lead transfer ratio, adherence, first call resolution, and reliability. May 2018 November 2020Service Manager Wells Fargo Tampa, FL Leading the team and serving as a role model by providing excellent customer service including engaging customers in conversations and building relationships with them. Serving as a leader in managing risk; accountable for alignment with applicable regulations, policy and procedure requirements, audit, and escalation procedures. Leading the team to ensure customers are informed of the ways Wells Fargo can help them succeed financially, by making introductions to other branch team members and sharing digital banking options. Attracting, retaining and developing talent. Coaching and providing feedback leveraging performance management tools and processes. Supporting customers in resolving or escalating concerns or complaints. Managing your teams schedule and leading the day-to-day operations of the teller line. Managing a cash drawer to directly serve customers and perform teller and lead teller duties. May 2016 May 2018Customer Service & Sales Representative Wells Fargo Palm Harbor, FL Providing expert advice and service to all customers; building and managing lifelong customer relationships. Understanding customers' financial needs and offering the greatest value from products and services to match their needs. Analyzing current customer relationships and proactively offering recommendations to help them achieve financial success. Developing and maintaining partnerships with Wells Fargo employees to maximize sales opportunities. Currently maintaining partnerships to emphasize growth. Completing weekly observations/skill drills with tellers. Partnering with Service Manager weekly for coaching around Situational Leadership. March 2014 2016Teller Wells Fargo Carteret, NJ - Palm Harbor, FL Greeting customers and making them feel welcomed, maintaining relationships with regular customers. Processing customer transactions to help them manage finances and succeed financially. Recommending additional products and services to meet customers' needs. Referring customers to other bank partners for different cross-sell opportunities. September 2012 January 2014Cash Office Manager Boscov's Woodbridge, NJ Reconciliation of Cash Receipts from store sales. Balancing cash vaults as well as ensuring all audits are performed daily. Making storewide announcements over the public address system. Managing the Courtesy Desk/Customer Service Area while being responsible for up to 6-10 associates. Handling layaway storage, maintaining records, receiving payments and releasing merchandise to the appropriate listed customer.CertificatesResident Insurance License: 2044-Personal LinesFlorida Department of Revenue January 2021 - January 2025 White Light Reiki Level One PractitionerRestorative Health and Wellness August 2023 Current EducationBerkeley College Woodbridge, NJAssociate of Accounting June 2012 |
