Service Associate Skills

• Ensured protection of the privacy and confidentiality of all Medicare data and provided customer service support for other departments as required.
• Provide outstanding customer service to include customer resolution, answering various customer inquiries, providing billing statements upon request.
• Delivered superlative customer service in order to ensure an unparalleled client experience in a fast paced call center environment.
• Responded to and resolved non-clinical problems and complaints related to customer service in an accurate effective and timely manner.
• Updated customer information in the customer service database during calls and documented all actions taken regarding customer orders.
• Provided timely feedback to supervisor regarding any repetitive customer service concerns and any technical or support problems.
• Established and maintained effective and cooperative working relationships with other departments, customer service and credit granting
• Maintained consistent goals and was recognized regularly for exceeding company quotas and practicing pristine customer service.
• Provide exceptional customer service, comply with Federal and State regulations and company's security procedures.
• Provided customer service and assisted Pharmacist with prescriptions, general inventory and data entry of store
• Provide excellent customer service to internal and external customers including our agents and Broker Dealers.
• Organized daily operations while managing a team of Assistants and maintained highest level of customer service
• Provided superior customer service to patients and staff by providing a clean and sanitary environment
• Forged excellent relationships with customers through strong follow-through and excellent customer service skills.
• Answered incoming calls from customer service representatives for supplementary information on client accounts.
• Managed operations to provide timely customer service, and ensure security against theft.
• Managed hotel food services function and provided excellent customer service in cafeteria operations.
• Provided underwriting, customer service, and quality assurance support to individual annuity division
• Handled day-to-day interactions with sellers beyond the scope of traditional customer service responsibilities.
• Initiated and responded to correspondence swiftly and accurately for optimum customer service.

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• Contributed to the development of a new business unit providing financial services to the small/intermediate corporate market.
• Participated in the Prudential Development Program to become a Financial Services Associate.
• Recruited into newly formed Strategic Services practice for Financial Services vertical.
• Maintain teller drawer and process transactions for financial services and collections department
• Developed a comprehensive operational understanding of the financial services industry.
• Reviewed, interpreted and acted upon reports regarding financial services.
• Support other financial services and cross-sell/advertise products.
• Provide outstanding customer service while providing financial services
• Provided administrative assistance to Financial Services Director
• Assisted customers needing financial services.
• Selected for Look at Leadership Program to determine if future viability of becoming a manager of financial services and completed.
• Specialized in providing financial services to the personal and multicultural business communities in the DC, MD, and VA.
• Report daily transactions, following security procedures, perform other financial services duties, and report to a District Manager.
• Acted as a key member for staffing engagements in the Financial Services Sector in documentation and testing internal control functions.
• Helped the Financial Services department be more efficient and effective by offering assistance in the areas of utmost necessity.
• Assisted customers in their selection of various accounts and financial services; cross-sold the bank's products and services.
• Provided clerical support to Specialized Financial Services by providing manual checks for CHC medical payments and CIGNA incentive programs.
• Set appointments with account executives; follow up, provide tax information as well as general customer financial services.
• Provide financial services for uninsured patients undergoing procedures based on source of income implementing a fixed fee schedule.
• Marketed personal financial services to Massachusetts residents by mail and phone, according to a marketing plan.

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• Provide excellent customer service maintaining store appearance, Cashiering Receiving phone calls inquiries answering company radio calls.
• Fielded incoming phone calls, emails and in-person inquiries from potential clients and established program participants, especially Spanish speaking participants.
• Performed administrative duties such as answering phone calls, emails, and attending HR meetings to ensure the program was well-organized.
• Handled various filing, faxing, phone calls, payments made, and other general office duties on a day-to-day basis.
• Answer customer phone calls, assist with website, answer questions, take orders and lightly soft sell additional products.
• Assisted with new hire training by monitoring their phone calls & providing quality counsel to develop their skills & expertise.
• Handled patient phone calls and fulfillment for The Hormone Foundation, the patient education affiliate of The Endocrine Society.
• Utilized the team leader and other valuable sources during challenging phone calls to always provide the best service possible.
• Provided managerial support to the district manager to include covering shifts, sending emails, and making phone calls.
• Job included cleaning the store, helping clients, handling food, answering phone calls, and managing inventory.
• Provide customer service to constituents of Phi Theta Kappa via phone calls and through OTRS email ticket system.
• Responded to email inquiries and phone calls regarding programs, courses, housing, travel arrangements, etc.
• Provided customer service, including answered phone calls, respond to inquiries and provided clerical and secretarial support.
• Answered phone calls and responded to requests and inquiries, as allowed, while executing assigned duties.
• Screened phone calls, determined the nature of the calls and redirected callers to the appropriate department.
• Prospect new business through phone calls, walk-ins, e-mail, direct mail and various marketing campaigns.
• Answer phone calls regarding product warranty, and processing returns if there is fault in the product.
• Answer incoming phone calls, take accurate messages and transfer calls to the appropriate department or employee.
• Maintained service levels by managing phone time so available to take phone calls and respond to emails.
• Greeted and assisted customers, restocked shelves, answered phone calls, cash handling and deliveries.

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• Counted and dispensed prescribed medications under the supervision of pharmacist and assisted with data entry for patient and prescription information.
• Performed manual data entry of applications by independently interpreting application data and deciding proper use of complex entry rules.
• Perform data entry and update resident accounts, enter community calendar events and property information as needed.
• Assemble merchandise Product stocking Inventory Data entry Cashiering Customer service Loss prevention Janitorial tasks Solicit sales
• Determine insurance eligibility/verification, EMR/EHR, customer service and data entry.
• Performed in-depth proofreading and editing of documents for data entry referencing.
• Utilize chronological Data Entry Filing System to organize service orders.
• Provided data entry support for all incoming security clearance applications.
• Operated cash registers and processed data entry for applications.
• Complete supporting paperwork or any data entry required
• Detail oriented data entry and account management.
• Executed data entry and information management.
• Detailed oriented data processing/data entry.
• Completed a data entry project that included entering a three year backlog of student internship data into an HRIS like program.
• Checked accuracy of daily work (e.g., data entry, reports, invoices, support specialist reviews, etc.)
• Performed clerical duties, including data entry, filing paper documents, email, calendar management, and word processing.
• Filled prescriptions (Data Entry, labeling, stocking/pouring medications, NDC checks), inventory management duties, stocking.
• Performed extensive data entry in processing Service Center Requests while maintaining a high level of accuracy on a daily basis.
• Handled multiple cash & clerical tasks, including data entry, filing, records management, and bill payments.
• Assisted with the rollover process, research data, and data entry for rollover checks into the Access database.

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• Prepared food, POS Responsibilities including cash transactions, credit card transactions, responsible for a clean and sanitary work environment.
• Processed cash, check and credit card transactions on computer and mobile registers - Handled customer merchandise returns and exchanges
• Provided excellent service to customer's - Operated a cash register for cash, and credit card transactions with accuracy
• Performed data entry credit card transactions; reconciled / noted and reported discrepancies found in records.
• Operated the point of sale system for checkout, managed cash and credit card transactions.
• Reconcile Cash, Checks and Credit Card transactions for Western United and ACA Insurance.
• Operated a cash register, processed debit and credit card transactions for customers.
• Post customer payments by recording cash, checks and credit card transactions.
• Processed cash and credit card transactions for customers to increase efficiency.
• Key check or credit card transactions with appropriate entry codes.
• Handled all cash, check, and credit card transactions
• Processed cash, check, and credit card transactions.
• Reconcile Credit Card transactions for all Branch Offices.
• Received cash and credit card transactions.
• Check and respond to all customer inquiries in a timely and appropriate fashion Handle cash and credit card transactions daily and accurately
• Handled day to day interactions with customer Answered customer telephone inquiries Assisted customer purchases and operate cash register and credit card transactions

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• Supported sales representatives in opening new accounts and assisted with sales authorization among other inquiries.
• Planned successful marketing and advertising strategies targeting and developing new accounts.
• Participated in New Accounts automation initiatives.
• Opened new accounts and loans and made referrals to other areas of the bank to exceed in sales and referral goals.
• Opened new accounts including checking savings, IRA's and CD's and met quarterly sales goals set by my manger.
• Open new accounts including but not limited to: checking, savings, loan packages, home equity lines, etc.
• Helped in processing new accounts including checking, savings, Visa check cards, certificates of deposit, and IRAs.
• Assist departments to open new accounts for existing and new customers and assist in efficient completion of all application forms.
• Led team in processing purchase, redemption, and exchange orders required for trades and the establishment of new accounts.
• Job responsibilities include meeting and greeting all customers, assisting all guests with travel information and new accounts set up.
• Created operational manuals detailing procedures for New Accounts, Cashiering and Wire operations to be used for reference by employees.
• Captured new accounts through outside-the-box strategies of targeted markets and establishing rapport of like-minded affluent, high net worth individuals.
• Assist clients in opening new accounts, loans, credit cards that are customized based on customers' needs.
• Assist members with opening new accounts, maintaining current accounts, loan applications, and process deposits or withdrawals.
• Opened new accounts for clients, processed account transfers (ACAT & non-ACAT), and account changes.
• Open new accounts including Checking, Savings, Money Markets, Certificate of deposit, and business accounts.
• Make 10-30 calls daily to make contacts and open new accounts, offer investments, and business services.
• Perform quarterly office audit on; New Accounts, Closed Accounts, Wire transfers, Cashier s Checks.
• Served as the New Accounts and Client Communications liaison to inform the service center of important processing updates.
• Opened new accounts based on customer needs and accurately prepared all required documents for completing the transaction.

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• Collaborated with Customer Service to determine the exact changes or modifications to customer accounts.
• Serviced multiple customer accounts on a daily basis ensuring accuracy of all activities.
• Created non-charge customer accounts and ensured meeting company goals for professionalism and courtesy.
• Provided high-level of customer service by researching customer accounts and resolving any issues.
• Open customer accounts in accordance with all account opening and account ownership verification.
• Managed Sears customer accounts and maintained absolute responsibility for accuracy and resolution.
• Established new customer accounts and updated database with customer and sales information.
• Work under minimum supervision and establish company procedures to customer accounts.
• Assessed customer accounts for suspension or restoration of telephone services.
• Filed necessary reports to correct inaccuracies with customer accounts.
• Recorded customer inquiries by documenting responses in customer accounts.
• Input data into computer regarding customer accounts.
• Processed and managed multiple customer accounts.
• Service customer accounts, building long-lasting customer relationships by cross selling bank products and referring to appropriate line of business partners.
• Gathered and processed information needed to open new customer accounts and services, compute fees, interest, and service charges.
• Analyze and validate shelf stock, pricing error, and failure to supply claims to ensure accurate payment to customer accounts.
• Monitored 3000-5000 customer accounts with a high degree of accuracy with strong attention to detail and a focus on quality.
• Serviced customer accounts, executed change of addresses, ATM claims, and all other account servicing requests.
• Manage and maintain customer accounts, adjustments, SCRA accounts, customer refund review and audit.
• Set up new customer accounts and follow up to make sure there are no errors.

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• Replace soiled linen, vacuum, sweep, mop, dust and wipe down patient rooms to maintain a healthy environment.
• Maintained all patient rooms, isolation rooms, nurse stations, staff areas and other ancillary areas with the proper chemicals.
• Provided environmental service (in a hospital setting) sanitizing the facility's patient rooms as well as public areas.
• Detail cleaned all patient rooms and stretchers in the Emergency Department and other departments using a 10 step cleaning process.
• Preformed terminal procedures of patient rooms and prepared rooms for new occupants; following isolation procedures in isolation rooms.
• Clean all assigned areas, including patient rooms, public areas, procedure rooms, offices and equipment.
• Distributed labs, chemotherapy, blood specimen and medications to and from the laboratory and the patient rooms.
• Complete cleaning and disinfecting of all areas including ER, patient rooms, restrooms, and offices.
• Cleaned and sanitized all areas of the hospital including patient rooms and offices, assuring sterile environments.
• Cleaned and organized patient rooms, operating rooms, nurse stations, and various areas assigned to.
• Sanitize and disinfect all patient rooms, beds, bathrooms, medical equipment and offices.
• Worked in the Emergency Department, cleaning patient rooms in a fast paced work environment.
• Cleaned patient rooms, bathrooms, stocked supplies, removed equipment, transported hospital beds.
• Make beds, following cleaning procedures in all patient rooms and on-call rooms as assigned
• House keeping in patient rooms, emergency room, public restrooms, doctor offices.
• Cleaned patient rooms, nursing stations, and ancillary areas to meet OSHA standards.
• Clean patient rooms throughout hospital during patients stay and after they are discharged.
• Clean and sanitize patient rooms, use of commercial chemicals, frequent patient interaction
• Performed environmental service duties in all common areas, patient rooms and offices.
• Ensured that patient rooms and public areas are cleaned to the highest standards.

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• Provided service to customers in accordance to company legal policies and procedures by completing monetary transactions.
• Processed monetary transactions and trades for retirement and non-retirement brokerage and mutual fund accounts.
• Process various types of monetary transactions for customers with acute attention to accuracy.
• Perform monetary transactions and discover financial needs and provide products and service recommendations
• Recorded monetary transactions promptly, accurately and in compliance with bank procedures.
• Reviewed, verified and adjusted monetary and non-monetary transactions.
• Handle monetary transactions of University recreation facilities.
• Processed standard monetary transactions and loan payments.
• Complete various monetary transactions such as checking cashing, prepare money orders, process cash advance requests, and collect payments.
• Processed payments, transfers, wires and many other monetary transactions on an ongoing basis daily.
• Scheduled appointments for the service center as well as completed monetary transactions once service was complete.
• Handled on average 215 monetary transactions a day with less than 1% error.
• Completed monetary transactions on cash register for credit, debit, and cash purchases.
• Managed monetary transactions over $1,000 nightly with little to no account errors.
• Approved monetary transactions between the Controller's Office and all student organizations.
• Conducted daily monetary transactions in excess of $50,000.
• Handled all types of monetary transactions.
• Handled and secured multiple over the phone monetary transactions Resolved customer inquiries sufficiently by maximizing their experience with superior customer service.
• Approve new account setup, modification and account monetary transactions Assist senior management with client operational inquiries and complaints.
• Entered sensitive data, filed paperwork, and processed monetary transactions Greeted and engaged patrons

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• Negotiated and endorsed innovative banking business opportunities by vending bank products.
• Open financial accounts which include Checking, Savings, and Credit Cards according to customer needs and by cross-selling bank products.
• Solicited and promoted new business by selling bank products, conducting sales activities, and referring business to other units.
• Provided in-person customer service for accounts, handled transactions, sold and cross-sold bank products and services.
• Conducted meetings with tellers to educate them on bank products and how to sell them to customers.
• Processed account openings, cash and check deposits and payment for all bank products and services.
• Recognize sales opportunities and cross-sell bank products and services to customers utilizing sales tools and services.
• Handle client calls regarding clients IRA Accounts, Easy Savings, Bank Card and bank products.
• Originated home equity and personal loans with emphasis on cross-selling insurance and other bank products.
• Support a sales environment and actively seek opportunities to cross-sell bank products or make referrals.
• Maintained broad knowledge of bank products and services and proactively matched these to customer needs.
• Referred products to help customers by having proficient knowledge of the bank products and services.
• Provided excellent service to teller line customers and effectively Cross sold bank products and services
• Assisted business customers with their banking needs and sold additional bank products to customers.
• Provide financial advice and promote bank products and services to current and potential customers.
• Established relationships with current and potential clients with the selling of bank products and services
• Promoted bank products and services while earning bonuses and maintaining high performance levels.
• Excelled at developing relationships with my customers through cross-selling various bank products.
• Created and help implement new promotions for bank products in the branch.
• Explain, advise, and promote bank products and services to customers.

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• Implemented individual psychological treatment plans and conducted assessments pertaining to suicide, self-injurious, and at risk behavior.
• Evaluated incoming adolescents through interviewing and testing to provide recommendations for treatment at state residential treatment facility.
• Administer medication and medical treatment as prescribed following physician's orders and utilizing correct agency procedures.
• Complete detailed results in report form along with recommendations for further treatment and Criminal Adjudication.
• Developed and implemented effective behavioral management techniques consistent with goals and treatment plans.
• Provide direct service treatment and case coordination for adults with intellectual disabilities.
• Processed Debit/ATM cards maintenance and ordering approximately 200 applications or more daily.
• Marketed with seminars offering boardroom atmosphere, enhanced by professional catering.
• Monitored and participate in scheduled treatment and recreation activities with adolescents.
• Participated in Behavioral Management Plans/Care Treatment Team meetings and other processes.
• Assist treatment associates with behavioral management, counseling and resolution.
• Contributed positively to an atmosphere that promoted superior customer service.
• Developed and collaborated on in-treatment and discharge planning for patients.
• Maintained and documented patient information pertaining to ongoing treatment.
• Maintained dining area and provided a positive atmosphere for residents
• Developed ability to work in a fast-paced atmosphere.
• Facilitate active treatment and complete daily documentation forms.
• Planned, implemented and updated individualized treatment programs.
• Fostered a homelike atmosphere throughout the community.
• Certified Technology Manager - ATMAE Certification.

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• Communicated services, policies and procedures effectively and articulately to clients which resulted in comprehensive and intimate client relationships.
• Developed client relationships through consistent communication and follow up supporting Hamilton's core value of exceeding customer expectations.
• Developed client relationships by cross/relationship selling, in-and out-bound calling and supporting product marketing and promotion techniques/campaigns.
• Provide quality customer service while building Wells Fargo client relationships in an institutional retirement call center.
• Expanded client base by consistently providing unparalleled customer service and building strong client relationships.
• Developed highly empathetic client relationships and earned a reputation for exceptional customer service.
• Led diversity initiatives and target marketing to build client relationships and enhance recruiting.
• Developed and implemented action plans aimed at generating business and expanding client relationships.
• Developed strong client relationships and earned a reputation for exceeding required expectations.
• Support senior bankers in building client relationships and originating new transactions.
• Demonstrated ability to manage multiple client relationships and engagements.
• Manage expectations of existing client relationships during system migration.
• Nurtured client relationships in support of service initiatives.
• Cultivated client relationships while providing outstanding customer service.
• Retained client relationships through guaranteeing customer satisfaction.
• Build and enhance client relationships by providing comprehensive, personalized service to high net worth clients.
• Conserve existing insurance and investment client relationships by matching the appropriate products for the right objectives.
• Develop client relationships by listening to their needs and concerns and recommending products and services.
• Established and maintained long-lasting client relationships with our business customers throughout the nine state region.
• Associate, Prime Services Manage and cultivate Broker-Dealer client relationships to drive long-term revenue growth.

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• Managed very high volume of repair requests with the responsibility for providing superior customer service.
• Handle high volume of over-the-counter transactions including cash deposits and withdrawals.
• Performed preventive and corrective maintenance on high volume robotic welding systems.
• Maintained high volume automated robotic welding systems.
• Handled a high volume of phone inquiries from providers on a daily basis by answering and resolving Medicare related issues.
• Managed high volume of inbound calls with independent insurance agents and customers relating to policy coverage issues and billing inquiries.
• Managed a high volume of incoming calls from sales representatives and customers within a 90% goal of calls answered.
• Trusted with high volumes of confidential information such as student records, accounts, and personal information maintaining FERPA regulations.
• Handle a high volume of incoming calls from agents and clients on a daily basis regarding policy contracts.
• Analyzed data and recommended corrective action which resulted in the reduction of the high volume of client cases.
• Answered and managed a high volume of calls and e-mails from brokers, bank reps, and clients.
• Provided excellent high volume customer service and inquiries in person, by phone, and through email.
• Handle a high volume of telephone inquiries in a fast pace environment while ensuring high customer satisfaction.
• Answered a high volume of inbound vendor calls to record updates, costs and work order closure.
• Provided excellent customer service and client advocacy skills and services in a high volume call setting.
• Responded to a high volume of customer inquiries while providing a high level of customer service.
• Worked with customers both on phone and in person in high volume, fast paced environment.
• Worked in a fast pace high volume deli in a brand new whole sale club.
• Assisted in the implementation of multiple year end mailings as well as high volume holiday initiatives
• Fast paced, high volume customer service, sales, store recovery, and inventory.

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• Process activity ranging from account maintenance to extensive financial transactions within a deadline oriented environment while maintaining all required controls.
• Store key holder and assistant management responsibilities include opening and closing the facility, customer service and oversees financial transactions.
• Process customers financial transactions and assist them with questions regarding their account or company products/services through exceptional customer service.
• Provided full service banking by processing all financial transactions accurately and in a timely manor.
• Performed financial transactions accurately and quickly to create a positive impression of the company.
• Process customer financial transactions and assist customers regarding their account or company products/services.
• Performed a variety of financial transactions including issuing deferred deposits and cashing checks.
• Provide top-notch customer service by handling financial transactions accurately and efficiently.
• Assisted shareholders and broker-dealers with financial transactions and trades.
• Conducted financial transactions at events and maintained accurate records.
• Track payments and allocated financial transactions as required.
• Facilitated financial transactions and resolved customer issues.
• Processed a variety of customer financial transactions.
• Processed incoming checks and related financial transactions.
• Process all customer related financial transactions.
• Execute relevant financial transactions for customers.
• Investigated inquiries into financial transactions.
• Preform financial transactions for members, solve problems to the best of my ability, and make it easy for everyone
• Supported Business Loan Officers with servicing client financial transactions, entered Business loans requests via the Bank Pro loan system.
• Assist customers with financial transactions and locating products; ensure that items are in its correct location for customer accessibility.

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• Partnered with Financial Advisors and/or Financial Service Representatives in the administration of insurance and investment accounts and their securities trading functions.
• Provided support to Financial Advisors by handling administrative and research tasks and supported clients by explaining administrative functions.
• Provided excellent customer service to Financial Advisors and their assistants throughout multiple banking tasks aimed towards increasing revenue.
• Implemented administrative support to Financial Advisors and their Sales Assistants by processing IRA distributions and terminations.
• Worked directly with financial advisors to provide high quality administration support and oversee direct client relations.
• Supported financial advisors/wholesalers in selling mutual funds and retirement products by acting as a technical resource.
• Managed relationships with the Financial Advisors, interfaced with operations teams and performed administrative duties.
• Provided detailed research and resolution of client inquiries from investors and financial advisors nationwide.
• Assisted Financial Advisors who provided financial planning for individuals and small business owners.
• Developed and maintained close relations with numerous financial advisors and clients throughout the Northeast
• Assisted veteran financial advisors by providing appropriate investment recommendations and maintaining client relationships.
• Communicate operational and financial industry policies and procedures to financial advisors.
• Provided support and serviced accounts for non-Prudential financial advisors and clients.
• Delivered indispensable service to Commonwealth financial advisors using various online resources.
• Maintained daily appointment calendar with support staff and financial advisors.
• Provided Market fund information to shareholders and Financial Advisors.
• Communicated with Financial Advisors regarding account level remediation procedures.
• Executed mutual fund/equity trades for company financial advisors/clients.
• Advised Management and Financial Advisors of money/securities due.
• Referred customers to financial advisors for investment opportunities.

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• Front end assistant responsible for interfacing with executive members.
• Manage the front end open and closed the office manage the safe work with customer did lottery money orders and western union
• Perform all day to day activities of the front end; responsible for supervising cashiers, safe and bookkeeping reports.
• Handled customer transactions, met front end performance goals, and promoted additional products and services.3000 Epson Plantation Dr.
• Coded Front End System with accurate information for creation of contract, first bill, and booklet text.
• Coordinate setup of all front end staff, managing as many as 15 employees at any given time.
• Handle cash operations, meet and assist customers, keep front end clean, merchandised, and priced.
• Front End Manager- making sure cashiers are greeting customers and asking if they had a great shopping experience.
• Reconcile daily transactions with closeout reports, and maintain appearance of lot and front end of store.
• Performed front end tasks, such as bagging groceries, and clean sweeps throughout the store daily.
• Help supervise front end of store ensuring customers have a quick and friendly check out experience.
• Managed multiple tasks simultaneously to make certain the front end of the store was properly managed.
• Replenish stock for front end and receiving, pull orders, and receive new materials.
• Maintain knowledge of front end operations and stay current on changes in policies and procedures.
• Worked in the front end of the most profitable Martin's store in Virginia.
• Performed hourly floor walks to ensure safety throughout the store and worked the front end
• Cross-trained in all departments including front end, cosmetics, and photo center.
• Managed point of sale transactions for the pharmacy and the front end store.
• Head Cashier Overseeing front end, including all cashiers, and loaders.
• Supervised cashiers' daily work schedules and managed the front end environment.

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• Participate in customer-focused, efficient and effective daily operations by achieving service and sales goals and responding to customer concerns.
• Deliver dynamic customer service to maximize measured sales goals.
• Exceeded personal sales goals and performances metrics while working as a team member to contribute to overall store total revenue goals.
• Work closely with branch management in achieving sales goals by developing, setting and achieving personal sales and referral goals.
• Assisted in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals.
• Established, retained, and deepened relationships with banking center customers and potential customers to achieve sales goals.
• Connect with customers to decipher need for bank products, exceeded aggressive sales goals in all quarterly reviews.
• Meet individual sales goals and work with team members to meet quarterly office goals.
• Educated customers on new products and met 95% of predetermined sales goals.
• Managed large amounts of cash, personal sales goals, and client accounts.
• Lead other employees to complete job requirements and reach and/or surpass sales goals.
• Created multiple promotions to help the branch focus and reach sales goals.
• Marketed and sold company s products, meeting and exceeding sales goals.
• Helped ensure the success of both branch and corporate sales goals.
• Excelled in sales goals by increasing investment referrals by 5%.
• Achieved branch sales goals resulting in an increase of 60%.
• Exceeded team sales goals by 20% during the holiday period.
• Work as a team to help branch obtain daily sales goals.
• Maintain sales goals and assist with client retention efforts.
• Reached sales goals of the branch every quarter.

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• Processed in/outpatient medical records necessary for completion & uploaded to EMR within a timely manner.
• Maintained medical records on all recipients auditing for content and appropriate documentation.
• Communicate directly with providers in pursuit process of obtaining medical records.
• Verify member and benefit eligibility and create medical records as appropriate.
• Updated and maintained client home-based medical records as required.
• Reviewed medical records submitted for reprocessing of claims.
• Maintain patient information of medical records daily.
• Job Description: Front Office Clerk, Patient registration, WIC issuance, maintain medical records, perform any/all clerical functions.
• Operate health line, schedule appointments, check insurance status, create medical records, and provide customer services in secure environment
• Operate office equipment and use word processing, spreadsheet, or other software applications to prepare reports or medical records.
• Maintained strict confidentiality and abide by HIPAA Laws when processing pertinent information pertaining to members' medical records and history.
• Assisted in Medical Records department with setting up charts for admission, filing, and data entry.
• Responded to subsequent requests for billing related information such as DRG worksheets, medical records and EOB.
• Audit medical records, and employee files to stay in compliance with state and federal policy.
• Served as information liaison for therapy department (insurance, medical records, face sheets).
• Obtain signatures, assemble medical records, distribute to correct locations, file/process charts, etc.
• Perform concurrent review of patient medical records to ensure the deliverance of quality patient care.
• Drafted documents and forms for facility use in medical records, nursing and other departments.
• Fast paced call center environment; contact provider practices and negotiate to obtain medical records.
• Learned to work with medical records in a professional manor in accordance with HIPPA regulations.

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• Maintained or exceeded department standards for quality and productivity while participating in special projects as assigned.
• Collaborated with supervisor on special projects and process training.
• Coordinated and managed Commission and Marketing Allowance special projects.
• Generated daily reports of special projects for upper management.
• Managed special projects to generate corporate holiday sales.
• Volunteer for special projects requested by management.
• Provided assistance to management on special projects.
• Participated in special projects within department.
• Participated in miscellaneous special projects.
• Performed extensive research on retirement funds and client plan data in order to complete various special projects/ tasks within company compliance.
• Completed special projects as given to me by supervisors, to assist in gathering data about consumer's likes and dislikes.
• Processed audits, edits, and medical claims adjustments* Participated in special projects (ECKS)* Utilized Federal Regulation Guidelines
• Assisted Patron Services Manager in special projects pertaining to customer's season subscriptions & opening night VIP seating charts.
• Team member on early morning crew providing building maintenance services and repair when needed, and working special projects.
• Maintained call volume and departmental standards, in addition to completing special projects as assigned by the Supervisor.
• Perform special projects, as assigned - stripping and waxing floors, shampooing furniture, floor maintenance.
• Work on special projects and provide administrative assistance to Processing specialist and Account Managers with daily tasks.
• Assisted with special projects such as travel advances, W-9 forms and W-2 taxable payments.
• Perform special projects and other duties as assigned by the Lead Analyst or Department Manager.
• Assist team with customer callbacks, special projects and high volume inbound call level.

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• Alerted suspicious Funds Wire Transfers to Proper Authorities at OFAC and United States Department of Immigration and Customs Enforcement (ICE)
• Service customers with check cashing, loan transactions, wire transfers, cash deposits to their debit cards and bill payments.
• Recorded checks, utility payments, money orders, wire transfers, and all other sales on a system database.
• Executed most retail and commercial transactions, including account opening, originating mortgage, consumer loans, wire transfers.
• Maintain the custody of accounts of over $30-billion dollars; prepare and process all related wire transfers.
• Processed daily non-post items, NSF return items, and assisted in the investigation of fraudulent wire transfers.
• Perform cash management functions, such as check deposits, check requests, wire transfers, bill payments.
• Processed teller transactions including deposits, withdrawals, loan payments, bonds, IRA's and wire transfers
• Handle all cash transactions, wire transfers, ordering supplies, and all customer service needs.
• Accepted utility payments, processed money orders, wire transfers and distribution of other financial services.
• Worked with computers as well as money order machines and performed wire transfers through Western Union.
• Cash checks and handle wire transfers, money order sales, and other financial services.
• Demonstrated skills in the areas of check ordering, research, wire transfers and drafts.
• Verified and approved wire transfers, journals, and other transactions input by sales assistants.
• Process customer transactions such as bill payments, check cashing, wire transfers, etc.
• Open business and personal account, conduct wire transfers and debit card maintenance.
• Process utility bill payments, wire transfers, vehicle insurance and title loans.
• Set up appointments, process check requests, wire transfers and general correspondence.
• Performed wire transfers, opened up new sub accounts, Transacted on IRA accounts
• Processed customers bill payments, loans, money orders and wire transfers.

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• Prepared wire transfer instructions in accordance with investor and/or fund management instructions through various internet banking platforms.
• Monitored inventory and anticipated office supplies ordering when necessary by using corporate and various external internet websites
• Facilitated the secure transfer of highly confidential documents via the internet and through traditional mail using various encryption methods.
• Provide information to new customer regarding home phone services, Internet services, and television services prompting increased sales.
• Log all POS and Internet phone calls into a database to keep track of the customer's issues.
• Process inquiries and registrations received via the Internet, fax, mail or phone message as assigned.
• Convert phone calls to tours, property tours to leases and Internet leads to tours and/or leases.
• Prepared and analyzed budget for all marketing, advertising, public relations, and internet expenditures.
• Demonstrated advanced PC skills by using multiple applications including Internet/intranet, Windows, Microsoft Office Suite.
• Structured classes include computer basics, Introduction of Windows, Internet Searching and Email Basics.
• Handle inbound calls VOIP (voice over internet phone) ensuring a positive customer experience.
• Registered members for programs using proper Internet software in a quick and efficient manner.
• Processed customer service requests via telephone, Internet or walk-ins and troubleshot customer concerns.
• Solicited clients through internet leads, developed referrals, networked, and prepared proposals.
• Use FrontPage to create and maintain department Internet and WorkWeb (Intranet) sites.
• Inventory: Ordered bereavement materials through different internet sources and kept them stocked.
• Assisted with development and refinement of new check card and internet banking systems.
• Utilize Windows, Excel, Power point, and internet software programs.
• Recruited new contractors via internet research, e-mail, and cold calling.
• Assist customers with problem orders placed via internet or catalog.

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• Prepared bank deposits of checks, re-deposits of currency, resolved reporting discrepancies with regional office representatives or auditors.
• Prepared daily bank deposits, and updated deposit information to database.
• Performed opening and closing procedures including bank deposits and redeposit.
• Prepared bank deposits and prepared redeposits.
• Perform closing procedures; preparing bank deposits, investigating and resolving report discrepancies, verify money in cash drawer and safe.
• Prepare bank deposits or re-deposits, investigating and resolving report discrepancies, and verifying money in the cash drawer and safe.
• Input in-house or show site credit card batches, make company bank deposits, and actively collect on balances due.
• Entrusted with financially sensitive activities, including daily cash handling and bank deposits in the $10,000 plus range.
• Performed all cash management functions including preparation of bank deposits, processing of securities, and correspondence.
• Removed and recorded amount of cash in register at end of shift and made bank deposits.
• Resolved and investigated report discrepancies, prepared bank deposits and re-deposits, and verifies money.
• Opened and closed the store, which included financial responsibility and making bank deposits.
• Assist with preparing bank deposits amounting up to $150,000 in sales.
• Perform a daily reconciliation of student account receivables and prepare bank deposits.
• Summarized daily totals and made bank deposits.
• Home Care.Duties include: Opening and closing store, bank deposits, shipping and receiving, monthly, and weekly reports.
• Bank deposits and bank loan, count an deposit money from the safe to the bank.
• Stocked,cleaned,made all bank deposits
• Assisted with inventory and store orders Handled cash and bank deposits Trained new hires Key holder

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• Provided excellent customer service on the phone or in person and resolved customer complaints effectively and efficiently.
• Provide exceptional customer service to patients, and resolve customer complaints effectively and efficiently.
• Provided superior customer service and dealt effectively with customer complaints and concerns.
• Commended by supervisors-responsible for a major reduction in customer complaints.
• Helped diffuse customer complaints and foster customer satisfaction.
• Resolved customer complaints and issues promptly and effectively.
• Resolved customer complaints according to banking procedures.
• Resolved billing disputes and satisfied customer complaints.
• Handle customer complaints and insurance claims appropriately.
• Answered incoming calls to provide customers/patients with answers to their questions and concerns, and resolve customer complaints and problems.
• Developed excellent customer service skills handling hundreds of customer complaints, resolving 98% of all problems to customer satisfaction.
• Provide excellent customer service to patients who are vulnerable and not feeling well, quickly resolving customer complaints.
• Handle first level escalation of irate customer complaints and unresolved issues regarding the repair of their phone services.
• Resolved customer complaints by listening to their concerns and doing everything in my ability to improve the situation.
• Logged customer complaints, lost orders, and order tracking information in Right Now Technology ticketing system.
• Assigned to task force team to resolve customer complaints at a quicker rate for the distribution department.
• Provide outstanding customer service, handling customer complaints and resolving problems in an efficient and timely manner.
• Trained employees in customer service and banking procedures, approved checks for payment, adjusted customer complaints.
• Resolve customer complaints via phone, email, mail, social media or face to face.
• Address customer complaints by drawing information from the consumer and providing solutions as often as possible.

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• Process utility and other bill payment transactions.

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• Responded to customer questions via telephone and email regarding insurance benefits, provider contracts, eligibility and claims.
• Answered customer questions when prompted and ensured customer satisfaction with services provided.
• Greeted and answered customer questions while completing customer transactions at register.
• Obtain confidential information for loan applications and answer customer questions.
• Answered customer questions regarding health benefits and retirement plans.
• Answered customer questions related to services provided.
• Assisted customers and ringing up goods; answering general customer questions, handled money, and perform multiple customer service duties.
• Filled prescriptions * Assisted with stocking medication * Answered customer questions and inquiries regarding products and services * Registered patients
• Handled customer questions on process, policies, and next steps, as well as updating claim information.
• Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person.
• Answer, respond and resolve inbound customer questions relating to gift cards or general consumer questions.
• Cross trained as a floor associate, merchandising, stocking, zoning and handling customer questions.
• Answer customer questions in person and by phone about orders, and services.
• Answered customer questions regarding products and services; Assisted customers with buying decisions.
• Greet and answer customer questions while completing customer transactions over the phone.
• Assist with inbound calls, addressing general customer questions and concerns.
• Respond appropriately to customer questions, inquiries, and needs.
• Assist customers by answering customer questions regarding products and services.
• Answer customer questions; provide information on policy and procedures.
• Communicate and respond to customer questions and requests as appropriate.

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• Processed life insurance replacement notifications exceeding regulatory time standards and company standard of 95% accuracy.
• Processed dividend payments for shareholders for American Heritage Life Insurance Company.
• Marketed life insurance and investment information to potential customers.
• Maintain MS Life Insurance license and National Mortgage Loan Originator Registration through continuing education, as well as annual banking compliance courses
• Educated clients on products including Life Insurance, Health Insurance, Long Term Care Disability, and other varied products.
• Enrolled new hires in appropriate retirement program and entered pension and life insurance deductions timely in the BANNER payroll system.
• Guided insurance agents through the life insurance policy projection/illustration ordering process resulting in same day or next business day output.
• Work with survivors when life insurance benefits are payable and where research is needed to complete life insurance processing.
• Maintained company's current portfolio of purchased life insurance policies, both with the carriers and with the clients.
• Assist customers in the completion of product applications/forms for mortgages, home equity, long-term investments and life insurance.
• Interacted with investment professionals and clients to provided support & service for various annuity contracts and life insurance products.
• Handled inbound calls as well as escalated calls regarding variable and fixed annuities as well as term life insurance.
• Specialized in retirement planning, life insurance, annuities and portfolio development for a diverse range of clients.
• Provided participant level record keeping services for the Group Universal Life and Group Variable Universal Life Insurance products.
• Document review for Private Wealth Management Brokerage, Life Insurance Annuities, and 529 College Save plans.
• Managed sale of investments, retirement planning, variable annuities, life insurance, and health insurance.
• Answer inbound calls and emails from brokers and plan administrators about life insurance, short term/long term disability
• Prepared quarterly and annual tax reports, reviewed all health and life insurance information and retirement records.
• Handled all financial and non-financial service issues for in force life insurance policies assigned to my region.
• Prospected for clients in need of life insurance planning and developed strategies to meet their requirements.

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• Service customers in a fast paced, pressured environment* Custodial duties* Sales floor organization* Down stocking
• Executed daily operations of organization of sales floor.
• Provided professional phone, email and in-person support to customers and other employees as well as support on the sales floor.
• Assist customers on sales floor, fitting room, and POS, stock, prepare orders to be shipped, cash register
• Help with operational activities: go backs, distribute money for registers; cash register duties, sales floor displays.
• Learn and properly perform other tasks assigned, including keeping sales floor clean and free of spills and other obstacles.
• Assist in the receiving of new merchandise, prepare merchandise to be sold and display merchandise on the sales floor.
• Stocked freight and helped maintain clean and orderly sales floor, operated cash registers, performed prorated warranty exchanges.
• Positioned merchandise on the sales floor to maximize store appeal and minimize the loss of company assets.
• Organize merchandise in stock room and on sales floor to prevent any inconvenience for co-workers or customers.
• Maintained a clean and organized sales floor so that customers and staff could find products easily.
• Utilized replenishment reports when replenishing the sales floor to ensure Company in-stock goals are maintained.
• Greeted customers on sales floor and ascertained brand, type and quality of merchandise desired
• Receive new merchandise from vendors, prepare and display merchandise on the sales floor.
• Completed merchandise recovery in maintaining the sales floor and work area to company standards.
• Addressed loss prevention issues immediately, both on the sales floor and in shipping/receiving.
• Ensured that Return-to-Stock (RTS) merchandise was processed and returned to sales floor.
• Unloaded merchandise from trucks, checked in inventory and transferred product to sales floor.
• Designed most of the displays for the sales floor and attracted more business.
• Prepare all daily inventory to be able to be put on sales floor.

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• Implement educational and work programs for individuals to assist with community placement and independent living.
• Manage an independent living/homemaker caseload.
• Job Summary: Provide supervision and instruction of independent living skills to residents using a person centered approach.
• Teach and counsel adults in all aspects of independent living including cooking, shopping and home maintenance.
• Assist individuals with activities of daily living to support and promote independent living, i.e.
• Developed coping mechanism with the consumer's and taught independent living.
• Provide training with daily and independent living skills.

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• Participated in committees concerning student relations and retention; implementation of BANNER, a computer system linking the statewide university departments.
• Support daily financial operations for retirement plans including all financial controls ensuring that the computer systems are running correctly and smoothly.
• Utilized computer systems for tracking, gathering, and documenting information shared within the organization.
• Performed operating system enhancements to improve reliability and performance of computer systems.
• Exhibited exceptional computer skills when having to deliver packages in computer system.
• Researched and implemented new technologies; Responsible for departmental computer systems.
• Accepted and processed data from customer information cards into computer system.
• Process tax-exempt paperwork for business memberships through an online computer system.
• Received and input checks and confidential information in computer system.
• Entered case data into computer system and monitored case development.
• Corrected computer system upon loan acquisitions from other mortgage companies.
• Reviewed documentation and entered information into computer systems database.
• Perform transactions completely and accurately using several computer systems.
• Input data into computer system and generated required reports.
• Admitted and discharged patients administratively into the hospital computer system
• Updated any information necessary into computer systems.
• Front desk duties, such as answering phone and checking clients into computer system and entering clients into computer system.
• Inputted nurse or doctor requests via fax or phone regarding a patient's nutritional care into the computer system.
• Function as a key holder with authority to override transactions, and manipulate the computer system for difficult transactions.
• Trained Copy Center employees on computer system, cash register use, and on library policies and procedures.

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• Monitored and responded to service portal requests pertaining to account maintenance.
• Performed account maintenance on annuity and insurance products.
• Perform necessary account maintenance to fulfill customer requests.
• Account maintenance and quality assurance of documentation.
• Perform account maintenance and reconciliation.
• Answer a large volume of calls, emails, chat sessions, and written correspondence regarding available products and account maintenance.
• Worked towards resolving client account management issues such as asset allocation, market inquiries, and general account maintenance.
• Handle inbound customer inquiries, account maintenance, billing questions and payment extension/service requests via phone and fax.
• Perform operational task such as account maintenance, tracking of information, balancing traveler check inventory, etc.
• Assisted customers with routine account maintenance or product and service issues and referred to management when necessary.
• Account services including opening and closing accounts, account maintenance, and processing loan applications.
• Take credit card payments, make changes and adjustments to accounts, general account maintenance.
• Provided member service for walk-in account inquiries, account maintenance, and account creation.
• Job Duties: Customer Service General and contract inquiries Deposit and settlement inquiries Account maintenance
• Provided investment guidance, asset retention, plan regulations on-line support and account maintenance.
• Assisted existing clients in account maintenance issues and the execution of trades.
• Performed account maintenance on a wide variety of annuity and insurance products.
• Account maintenance, money movement, trading, research and resolving issues.
• Assist customers and businesses with transactions as well as general account maintenance.
• Performed account maintenance, handled customer inquiries, and opened accounts.

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• Prepared and maintained weekly reports for Account Executives and team leaders utilizing Word/Excel/PowerPoint.
• Marketed library services and upcoming programs using Microsoft PowerPoint.
• Generated extensive PowerPoint presentations typically for senior management.
• Compiled presentations utilizing Microsoft PowerPoint.
• Subject Matter Expert and project coordinator for creating eye catching graphics and visually appealing PowerPoint designs.
• Documented procedures performed and results of testing in PowerPoint reports provided to the client.
• Developed new training resources using PowerPoint, hard copy materials, and teleconferences.
• Tutored students in Excel, Access, Word, PowerPoint, Publisher.
• Created Manuals and conducted E-training classes in PowerPoint for Region associates.
• Create presentation materials (PowerPoint, Adobe Acrobat).
• Advanced knowledge of Excel, PowerPoint, etc.
• Prepare PowerPoint presentations, charts, etc.
• Developed PowerPoint materials for student advising workshops Facilitated student advising workshops and lead incoming student panels weekly
• Create Powerpoint presentations for live shows, as well as, ship equipment from location to location.
• Create PowerPoint presentations on the processing of investment purchases and vendor payables.
• Use of Microsoft programs such as Excel, Word and Powerpoint.
• Lead II Home Loans Team Maintain supplies and manage copy center equipment Use Microsoft Word and Microsoft PowerPoint.

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• Sorted packages with electronic system and ensured each package was distributed correctly according to specific package requirements.
• Ensured accurate and timely sorting of and preparation of time sensitive confidential documents and information.
• Coordinate documentation processes for all aspects of financial services and resort management.
• Processed online store orders and packaged assorted shipments for immediate delivery.
• Sorted and shipped specific correspondence to insurance agents and policy holders.
• Sorted and shelved materials utilizing the library classification system.
• Sorted and organized and delivered mail to campus-wide locations
• Processed and prepared all incoming assorted documents daily.
• Sorted or classified information according to content.
• Embraced responsibility for arranging and sorting crops.
• Retrieved, sorted and delivered mail accurately.
• Processed Washington Research Consortium Loan Services.
• Performed administrative duties by maintaining files, sorting and disbursing mail, scanning and faxing account documents to the appropriate party.
• Assisted in warehouse inventory stocking by sorting and opening product boxes and loading and moving large products with warehouse machinery.
• Open, sort, and properly distribute all incoming and outgoing mail and route incoming loan packages to appropriate channels.
• Prepared a wide assortment of corporate, flow through, and individual tax returns as well as performed attestation reviews.
• Computerized member's files in database, sort, file, and secure members vital information & receipt of monies.
• Opened, sorted, prepared, scanned, logged and delivered internal and external mail with speed and efficiency.
• Handled, sorted and distributed all incoming and outgoing mail (UPS, Fed-Ex, PSPS, Airborne).
• Pick up, open, scan, sort, verify, log, and distribute batch incoming items.

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• Handled administrative operations by managing front desk and reception areas; including coordinating inter-office communications and daily visitor inquires.
• Provide list to Hotel Front Desk of items consumed by guests to be charged, Privacy Sign and No Service requests.
• Greeted and checked in individuals at the Fitness Center front desk; cleaned work out equipment; and sold DU merchandise.
• Served at the front desk, doing clerical work and monitoring clients safety while then enter and exit the building.
• Monitored activities in the lobby; maintained the appearance of the front desk area, lobby, and main elevators.
• Enforced security measures by verifying membership identities and accounts at the front desk, weight room, and basketball court.
• Job Detail: Work regularly scheduled hours at the front desk within the scope of the membership services associate responsibilities.
• Work at the front desk answering all incoming phone calls, welcome and direct visitors, and general reception duties
• Front desk coverage including switchboard, meeting and greeting visitors, and maintaining internal telephone extension list.
• Assisted front desk sales associates to greet customers and to promote the sale of store products.
• Front Desk check in Greet members, set up membership, and clean ladies rest rooms
• Help train new staff on front desk functions as well as agency policies and procedures.
• Front desk service representative at one of Colorado's premier health and fitness clubs.
• Manage patient's payments at the front desk: cashiering and bank deposits.
• Employed as front desk/secretary and then began to assist in operations as well.
• Cover the switchboard operator/front desk receptionist for breaks, meals and/or absents.
• Greeted clients at the front desk and prepared client conference rooms.
• Assisted employees with office supply orders and front desk service requests.
• Managed front desk and point-of-sale system at large retail grocery store.
• Coordinate package deliveries and information lists for the front desk.

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• Minimized cost in office supplies through utilization of an electronic/automated system versus paper/hard copies.
• Handled facilities administration and maintained inventory of office supplies.
• Managed office supplies including logistics.
• Perform general office duties for C/L Dept, such as typing, filing, faxing, ordering office supplies, etc.
• Inventory and order office supplies, provide general maintenance to office equipment, and schedule equipment service as needed.
• General Office Management Duties: Maintain and order office supplies, equipment, stocking copiers, etc.
• Maintained budget, monitor and order branch office supplies, break room, forms, envelope etc.
• Restock all areas with necessary items including toiletries, office supplies, and cleaning supplies.
• Send faxes, make copies, accept bill payments, write reports, replenish office supplies
• Distributed office supplies, fax transmissions and mail to personnel and designated drop-off points.
• Conduct inventory and replenish stock of office supplies, toner and paper around campus.
• Performed daily schedules, progress report sheets, inventory for all office supplies.
• Redirected phone calls, ordered office supplies, used copy and fax machines.
• Submitted all office inventory, received, and stored all office supplies.
• Maintained all personnel files, payroll, records, and office supplies.
• Processed orders for purchases of software, equipment, and office supplies.
• Managed office supplies, including purchases as well as distribution to employees.
• Required to keep all necessary office supplies stocked for each office.
• Purchased office supplies and helped maintain the facilities in study center.
• Order, conserve and distribute office supplies and student uniform inventories.

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• Possess sufficient knowledge regarding company policies, and general product knowledge to competently answer associate questions and customer inquiries.
• Performed exceptional customer service utilizing superior product knowledge and multiple sales-based resource competencies.
• Provide quality customer service through superior product knowledge while operating multiple computer systems.
• Earn customer loyalty through extensive product knowledge and high standard of service/satisfaction.
• Participated in extensive training in customer relations and product knowledge.
• Shared product knowledge with customers while making professional recommendations.
• Provided product knowledge assistance to associates and customers.
• Learned, referenced and applied product knowledge information
• Participated in development program for product knowledge.
• Make recommendations with current product knowledge, addressed customer concerns on the spot, satisfying the customer without involving higher management.
• Brand and style expert who used product knowledge to help customers select merchandise that met both their budget and fashion needs
• Assessed the needs of the customer and provided the appropriate level of service and product knowledge on the sales floor.
• Develop product knowledge and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.
• Utilized mortgage, consumer and commercial lending product knowledge and sales techniques to cross-sell bank products and services.
• Maintained proficiency in industry product knowledge, including maintaining Series 7 and Series 66 Financial Certification licenses.
• Conducted new hire training in Sales, Product Knowledge, and Basic Cable Installation & Trouble shooting.
• Trained associates on how to handle and process inbound calls, product knowledge and TMS system.
• Maintain thorough product knowledge of merchandise to emphasize quality, trends, and designers.
• Utilize Superior product knowledge and licenses to identify and meet customer financial needs.
• Assured the accuracy of product knowledge and procedures to handle customer inquiries.

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• Promoted and successfully cross-sold bank/brokerage products and services and voluntarily provided basic technical support as needed.
• Provided customer service excellence and technical support on telephony systems.
• Assist in dispatching service technicians for emergency technical support.
• Provided technical support accessing online educational accounts.
• Established a 15+ year record of strong technical support of telephone and network services of provisioning and growth of interface equipment.
• Provide Help Desk support involving EDC technical support to study sites, sponsor and internal employees involved on specific study.
• Explained mutual fund withdrawal procedure, processing, faxing forms, provided technical support to web-based clients.
• Assist customers with account questions; Brokerage, Retirement/Tax, Technical Support, Bank, Promotions.
• Acted as a first line of contact for a wide range of time-sensitive technical support issues.
• Conducted sales of all types of Rifle, Shotgun and Hand guns with technical support.
• Interacted with diverse groups, executives, managers, technical support and subject matter experts.
• Provided computer technical support to call center (i.e software and hardware failures).
• Provided over the phone technical support to commercial clients who utilize Wells Fargo products.
• Peer to Peer attendee follow up and technical support of field sales force.
• Provided SME upon escalation of events, to IBM's technical support teams.
• Provide technical support to diagnose and resolve technical hardware and software issues.
• Escalated calls to technical support if issue involved passwords changes and refunds.
• Provided technical support for agents regarding The Hanover's online systems.
• Support Customers product ordering needs, product selection and technical support.
• Provided day-to-day leadership, motivation and technical support to team members.

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• Requested additional information from providers and members via outbound telephone calls or written correspondence to develop claims.
• Provide in-depth one-stop service and education to entire Medicare B provider community via inbound telephone calls.
• Prepared correspondence, answered incoming telephone calls and responded to email inquiries.
• Screened and directed telephone calls to appropriate administrative personnel.
• Obtained client information by answering telephone calls; interviewing clients; verifying information to ensure the highest level of customer satisfaction.
• Handle in-coming telephone calls from policy holders and claimants reporting accidents and or property damage in First Notice Of Loss.
• Answered incoming telephone calls, including routine requests such as game day questions, account profile changes and account balances.
• Retrieve and file prescriptions, obtain pertinent information from telephone calls, while providing friendly and prompt customer service.
• Work load consisted of heavy volume of telephone calls assisting customers place shipping orders for UPS Trucking Company.
• Received telephone calls & high-ranking visitors from civilian communities to include members of Congress & the press media.
• Provided support for incoming telephone calls for the customer services lines during staff meetings or training.
• Receive up to 70 - 80 inbound telephone calls per day in a call center environment.
• Screen telephone calls, take accurate messages and transfer to appropriate persons in university offices.
• Work load consisted of heavy volume of telephone calls assisting customers with questions and concerns.
• Answered telephone calls, provided general information, and rerouted calls to its designated party.
• Screen and review all communications (incoming telephone calls, e-mail, mail).
• Obtained pertinent information from telephone calls and referred doctor's calls to the Pharmacist.
• Handled all incoming telephone calls and greet visitors upon arrival in the office.
• Perform general clerical duties, such as handling telephone calls and client mailings.
• Answered telephone calls concerning customer service for all departments in the store.

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• Place outbound calls on delinquent mortgages to establish Quality Right Party Contact by resolving delinquency and/or presenting foreclosure alternatives.
• Performed outbound calls to patients to ensure follow-up post discharge after hospitalization.
• Placed outbound calls to doctors' offices, and insurance carriers to define and verify benefits within company guidelines.
• Reviewed all BROKN team performance metrics and expectations for handling inbound and outbound calls and generating work orders.
• Handle high-volume of inbound and outbound calls, and provide support in other call-center/customer service capacities.
• Make outbound calls to members to give updates and status reports, until issues are resolved.
• Take incoming calls and make outbound calls to our past due Wells Fargo Home Mortgage customers.
• Provided exceptional customer service and professionalism while making outbound calls with the purpose of acquiring payments.
• Handled various aspects of student loan processing to include in/outbound calls and collection activities.
• Make outbound calls to providers on behalf of members to resolve billing issues.
• Received inbound and made outbound calls on customers with collections or delinquent accounts.
• Assisted customers with fraud protection and disputes through both inbound and outbound calls.
• Initiated outbound calls to customers with delinquent accounts to obtain commitment to pay.
• Provided courtesy outbound calls to clients regarding product change, enhancements and outages.
• Handled over 9,500 inbound and outbound calls providing customer service and account management.
• Answered inbound and placed outbound calls in high volume call center setting.
• Perform outbound calls to customers to review actions required prior to migration.
• Handle a high volume of outbound calls as well as inbound calls.
• Worked in a call center handling inbound and outbound calls servicing members.
• Perform research regarding account problems and make outbound calls as necessary.

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• Provided customer support including troubleshooting to resolution and scheduling in-home service for issues relating to all major household appliances.
• Utilized computer applications for gathering and tracking information as well as for troubleshooting system issues.
• Provided customer service by internally conferring with product developers, and analyzing/troubleshooting problems.
• Supported retail branch on technology and systematic issues including software enhancements and troubleshooting.
• Perform hardware and software troubleshooting in accordance with documented requirements and escalate appropriately.
• Provide technical assistance via remote access systems when troubleshooting applications during Client walk-through.
• Received incoming calls and performed troubleshooting for student and faculty computer issues.
• Provided financial troubleshooting, cross-sold loan/investment products, and assisted constituent departments.
• Provided exceptional technology assistance and troubleshooting to customers and mobile branch.
• Performed troubleshooting procedures for computer and printer problems for multiple departments.
• Provide end-user software troubleshooting and support to internal and external users/customers.
• Trained Operators and supervisors in basic troubleshooting to decrease downtime.
• Used computerized systems for tracking, information gathering and troubleshooting.
• Created informational Documents to assist team members with troubleshooting techniques.
• Used specified electronic troubleshooting devices to isolate equipment problem.
• Identify, troubleshoot and resolve customer or policy issues/concerns.
• Helped customers troubleshoot computer and printer problems.
• Provided technical support to troubleshoot non-working TTY devices
• Maintain, troubleshoot/repair and calibrate Optometry equipment
• Assisted commercial and personal bankers in opening accounts, processing loans, auditing accounts, sales, and troubleshooting account errors.

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• Developed close relationships with customers and performed reconciliation tasks by matching customers' financial needs with appropriate banking products.
• Ensured customer relationships remained strong in order to service their financial needs efficiently and effectively.
• Identify potential customers with financial needs and schedule appointments with Managers and Personal Bankers.
• Visited prospective homeowners to review financial needs and product solutions.
• Assisted clients analyzing financial needs, and provided appropriate recommendations.
• Provided alternative options to participants to assist them with their financial needs if the obvious solution was not available.
• Developed solutions to meet the financial needs of small business customers while building long-term banking relationships.
• Assist customers with their bank accounts and financial needs by providing financial information and products.
• Open accounts based on customer financial needs, update branch sales (open/close branch).
• Identified and met client financial needs by building customer relations and offering products and services.
• Educate and direct clients regarding retirement goals, financial needs, and accessibility to funds.
• Developed sales skills in identifying individuals' and business' financial needs and goals.
• Ace Cash Express is known for check cashing, but also financial needs.
• Budgeted financial needs for Northeast, Midwest, and Latin American airports.
• Schedule and set up appointments with clients to identify their financial needs.
• Opened deposit accounts for 10+ customers per shift to meet financial needs.
• Worked with bank customers to determine their financial needs and goals.
• Offered customer's products that would best fit the financial needs.
• Assist customers with opening bank accounts that fit their financial needs.
• Evaluate clients' financial needs, portfolios, and existing assets.

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• Processed customer orders using AS400 system and accurately communicated all essential elements of the sales to customers.
• Work in a fast past environment preparing customer orders while maintaining outstanding customer service as company standards
• Perform service design activities to ensure timely circuit ordering, provisioning and installation of customer orders.
• Process room service customer orders, including patient/family initiated orders and those patients needing assistance.
• Filled commercial customer orders in preparation for scheduled deliveries.
• Provide shipping information on customer orders.
• Processed customer orders and accepted payments.
• Processed customer orders while communicating all essential elements of the sales script to ensure exemplary customer service and call quality.
• Receive all internal customer orders via phone or email then enter orders into database and develop invoices for customers.
• Led 3 person team responsible for checking name, address, telephone and billing codes on customer orders.
• Networked with other staff and affiliates to make decisions and/ or solve problems with customer orders and concerns.
• Assisted customers with product information, took customer orders via telephone, fax, and email.
• Fulfilled customer orders by scanning packages to assigned containers to be later organize and shipped.
• Followed up on customer orders and ensure customer was satisfied with service provided.
• Schedule and dispatch drivers to appropriate locations according to customer orders and requests.
• Point of sale, Customer Orders, Shipping Merchandise, Receiving Merchandise.
• Print Lottery tickets, work the cash register ringing up customer orders.
• Ensured the pulling of delivery, commercial, & customer orders.
• Process, manage, and follow up on customer orders.
• Received customer orders for various services provided by ImPress.

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• Maintained a positive and energetic work environment with positive reinforcement for good behavior and negative reinforcement for unsatisfactory and disruptive behavior.
• Maintain positive rapport with customers aimed at offering a positive experience that promotes member retention and referrals.
• Addressed customer issues/complaints and resolved them to full satisfaction within company guidelines while maintaining composure and professionalism.
• Performed account maintenance by resolving positive and negative balances with appropriate placement of funds.
• Execute appropriate waste management & hazardous disposal techniques according to policy & procedure.
• Collaborated with different departments to keep operations running as smoothly as possible.
• Ensured patron satisfaction by handling everyday tasks with a positive attitude.
• Performed contract quantification work for revenue recognition and forecasting purposes.
• Maintained a positive and professional attitude during challenging issues.
• Process IRA/Certificate of Deposit Transactions including distributions and roll-overs.
• Performed post implementation product usage and customer billing reviews.
• Engaged high school students in post secondary education opportunities.
• Researched exception items and posted customer account adjustments.
• Balanced and reconciled Depository Trust Company positions daily.
• Assure positive member experience through maintaining office environment.
• Demonstrated self-control to remain composed during stressful circumstances.
• Communicate legal risks and propose alternative language.
• Verified/enrolled/canceled/modified all direct deposit requests from employees.
• Accelerated in executing positive energy.
• Provided positive customer service and experience

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• Maintained up-to-date knowledge of company policies, regulations and current investment products while providing excellent customer support building long-term customer relationships.
• Maintained employee records and performed basic administrative duties to assist with communication of company policies and events more efficiently.
• Comply with all departmental and company policies including business ethics guidelines, Comply with all New Jersey regulatory requirements.
• Assured quality improvement program is implemented, developed and revised in accordance with company policies and procedures.
• Ensured customer service satisfaction by enforcing company policies and branding mission awareness through all customer/employee interactions.
• Facilitated in-service sessions for staff on company policies, procedures and review union contract
• Ensured compliance with all state and federal regulations and internal company policies
• Maintained inventory and invoice information in accordance with company policies.
• Maintained quality and adherence reflecting company policies and guidelines.
• Open checking/savings account, resolve customer service issues, process various loan types, and comply with company policies and procedures.
• Provide leadership in the absence of branch managers to employees by reviewing and approving transactions to ensure adherence to company policies.
• Utilize effective communication skills by negotiating special deal terms while adhering to company policies and procedures through the process.
• Keep abreast of current market conditions, fund and company policies, and all procedural information.
• Processed death benefit claims in compliance with company policies and applicable federal and state regulations.
• Facilitated the learning of company policies and procedures with new employees in the training process.
• Entered suspends, disconnects and reconnects through the billing system in accordance with company policies.
• Follow company policies and procedures to ensure each customer's privacy is protected.
• Provided client training on CEO products, services, company policies and procedures.
• Receive and relay incoming, outgoing and internal calls according to company policies.
• Complied with company policies and procedures, while adhering to strict laws.

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• Facilitated staff meetings and conducted training for new associates and training of implemented procedures.
• Delivered training to new associates and trained replacements during bank relocation.
• Tasked with developing materials and training new associates and cross-departmental staff.
• Trained new associates for timely resolution of outstanding exceptions.
• Interviewed new associates with customer service manager.
• Received Cub Foods Ambassador status- completed classes in new associate training, and in welcoming new associates/ addressing new associate concerns.
• Acquired store trainer privileges in order to teach new associates as well as hired managers to work at different store locations.
• Awarded with 5 brag tags for helping new associates, customer recognition certificate, and Supervisors Team Help Guy.
• Performed supervisor duties, mentored and trained new associates, and assisted clients with their banking and investment needs.
• Provided one-on-one training of CIS to new associates to ensure proper and efficient use of system to assist participants.
• Train new associates on how to operate our registers; write up damages and register error sheets.
• Assigned additional responsibilities and chosen to train new associates based on performance within the first two months.
• Assist new associates with training, side-by-side question time, and mentor new team members.
• Provided training, coaching and mentoring of all new associates to provide quality customer service.
• Trained new associates for multiple locations using guidelines as set forth by the company.
• Act as an ambassador for Library orientation meetings with new associates at the firm.
• Help train new associates and serve as escalation contact for Tech Training team.
• Assisted in the training of new associates and acted as group leader.
• Trained and mentored new associates on processes, procedures, and applications
• Assist in training new associates that joins the Lowe's Team.

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• Integrated new clients into a developing middle-office business unit including training and development of employees.
• Participated in networking developing relationships within the community, prospecting for new clients and working to increase and retain existing clients.
• Ordered Motor Vehicle Reports & Loss Run Reports for yearly renewals and compiled policy and certificate notebooks for renewals and new clients
• Leveraged a strategic marketing plan that utilized Client Data Systems (CDS) technology to solicit new clients and businesses.
• Assisted in the implementation, and installation process for new clients and current clients converting to a newer version.
• Perform a variety of customer banking transactions and provide quality service to existing and new clients.
• Acquired new clients by proactively building relationships through cold calling, referral development and networking activities.
• Provided financial planning to potential clients, followed by the implementation of investments for new clients.
• Assist new clients in opening accounts and provide insight on the different investment options.
• Participated in market research in order to reach new clients and improve sales.
• Cross selling new products of the bank to current and new clients.
• Prospect new clients through cold calls, warm referrals and networking events.
• Prepare files and folders for new clients entering a job readiness program
• Prospected for new clients and managed a personal portfolio of accounts.
• Used skills and solutions taught to create new clients by prospecting.
• Develop process for new clients to ensure smooth contract processing.
• Work with new clients to determine billing and payment methods.
• Scheduled appointments, service existing clients and obtain new clients.
• Presented and sold financial products to current and new clients.
• Developed skills and methods for prospecting new clients.

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• Develop and maintain relationship with customers and assist to generate sales opportunities for financial products of company.
• Identified and resolved customer concerns regarding financial products and services promptly and accurately.
• Analyze financial info provided by clients and matching the best financial products that will help clients to achieve their financial goals.
• Helped clients grow and protect assets through various financial products such as insurance, annuities, IRAs, and mutual funds.
• Presented analysis of Citibank customer's accounts with recommendations of financial products to meet customer's financial needs.
• Assisted customers with the opening of new Certificates of Deposit, Retirement Accounts and Other Financial products.
• Licensed insurance and financial products Producer in Series 6 and 63 (State of Minnesota No.40172836).
• Executed financial products including Life Insurance; Accident, Health or Sickness and Variable lines of authority.
• Developed new client base through cold calling and sold financial products to new and existing customers.
• Utilize sales/referral opportunities of bank's financial products to build relationships with customer base.
• Performed market research of suitable financial products to meet the needs of the client.
• Educated clients on a variety of banking and financial products tailored to their needs.
• Attained knowledge and great expertise in the financial products offered by the bank.
• Offered and sold financial products to best fit every individual's needs.
• Market financial products, generate new leads, track and monitor client activity
• Identified customer's needs and referred to financial products and services.
• Engaged in ~~~~~~~~~ learning about mortgage and financial products.
• Provide information about financial products to meet client needs.
• Discovered and met client needs while up-selling financial products.
• Answered inquiries regarding credit card and financial products.

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• Execute most retail and commercial interactions, including account openings, problem resolution and customer referral of more sophisticated product needs.
• Conducted problem resolution analysis within established guidelines by effectively communicating with other departments and the customer.
• Followed up with purchasing to resolve discrepancies and perform problem resolution in automated purchase order system.
• Respond accurately to customer inquiries for information and provide effective problem resolution as needed.
• Responded to clients regarding account information, investigate problems and perform problem resolution.
• Provide problem resolution concerning customer inquiries, complaints or difficulties.
• Recognized for exemplary customer service and problem resolution.
• Research and problem resolution for accountability mail.
• Completed basic research and problem resolution.
• Provide notary services and problem resolution.
• Act as a resource to FSA's and CSA's, assisting with complex transactions, problem resolutions and on-the-job training.
• Act as a resource to less experienced Customer Service Associates by assisting with problem resolution and on-the-job training.
• Calmed angry callers, repaired their trust, located resources for problem resolution and design best-option solutions.
• Calmed angry members, repaired trust, located resources for problem resolution and designed best option solutions.
• Provide customers with all aspects of product openings, servicing and maintenance, and problem resolution.
• Provided customer service, problem resolution, and worked in various areas of the store.
• Served as liaison between payers and HealthDirect regarding policies and procedures and problem resolution.
• Monitored and responded to borrower requests via phone and email for problem resolution.
• Provided customer service and problem resolution in a phone queue environment.
• Serve as primary contact for new account openings and problem resolution.

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• Created and implemented a record-keeping system within the department to ensure compliance with all record-keeping and customer privacy regulations.
• Inspected industrial or municipal facilities or programs to evaluate operational effectiveness and ensure compliance with environmental regulations
• Processed nondiscrimination tests to ensure compliance with Internal Revenue Service and Department of Labor regulations.
• Reviewed and researched accounts and identification documents to ensure compliance with SEC regulations.
• Participated in labeling harmonization project between Corporate and subsidiary labeling to ensure compliance.
• Conducted labeling audits to ensure compliance between subsidiary and Corporate labeling documents.
• Maintain records and documentation to ensure compliance with records retention requirements.
• Contacted patients to ensure compliance of antibiotic therapy.
• Traveled to and from various resident sites in order to oversee operations and to ensure compliance with federal and state regulations.
• Reviewed profiles on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.
• Assisted in managing team metrics to ensure compliance and service level agreements (SLA) are met in a fast-paced environment.
• Coordinated asset transfers exceeding $1M per transaction and analyzed portfolios worth over $1B to ensure compliance with investment guidelines.
• Worked with branch leadership to ensure compliance with policy and procedures, in addition to meeting individual daily sales targets.
• Cross trained staff on administrative procedures, operational changes as well as licensing and commission requirements to ensure compliance.
• Communicate policies, regulations, and standards to staff members, patients and visitors to ensure compliance.
• Established book keeping measures to track necessary occurrences to ensure compliance with forensic Risk Management Plans.
• Maintained minimum amount of cash in teller draw to ensure compliance with security/safety measures.
• Audited branch transactions on a nightly basis to ensure compliance with all BSA/AML requirements.
• Participate in weekly test and inspection of pumps to ensure compliance with safety standards.
• Perform quality assessments and agent coaching to ensure compliance with contractual performance standards.

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• Provided information to quarterly investment committee meetings, including financial statements and environmental, social, and governmental reports.
• Coordinate and track all activity on each transaction including analyzing leases, financial statements and environmental and structural reports.
• Prepared cash flow and personal financial statements for existing clients used for strategic retirement planning.
• Analyzed financial statements, ledgers, and regulatory reports for financial institutions.
• Conducted coding of financial statements and researched deposits for any discrepancies.
• Analyzed a wide breadth of financial statements of prospective mortgage modification candidates as the primary means of qualification into MHA program.
• Prepare and review monthly financial statements while working directly with external auditors and clients to ensure accuracy of the funds reports
• Responded to policyholder written requests for policy changes, confirmation and financial statements, complaints, and other requests.
• Formulate and coordinate quarterly and annual reviews, financial statements & advisory board reports.
• Produced monthly and annual financial statements - Compilations and For Management Use Only.
• Prepare drafts of financial statements, footnote disclosures and condensed schedule of investments.
• Audited financial statements of governmental, not-for-profit and, and private companies.
• Prepared general ledgers and financial statements for trusts using the QuickBooks software.
• Prepared trial balance and financial statements in order to prepare tax returns.
• Analyzed client's financial statements to consolidate and lower exposure debt.
• Prepared financial statements for two feeder funds and one master fund.
• Ensured accurate and timely reporting of Financial statements to Fitch UK.
• Work with team members to test various client financial statements.
• Skilled in preparation, review and analysis of financial statements.
• Liaised and assisted with audit queries and annual financial statements.

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