Brianna Locklear
Fredericksburg
Summary
Motivated customer service representative with over 10 years experience in diverse and challenging environments. Accustomed to deadline-orientated, target-driven and high-pressure environments where every minute counts and acknowledged for capacity to identify issues, resolve problems, capitalize on opportunities and ensure that high standards of quality, sales and service industry are maintained.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Bank Teller
Atlantic Union Bank
02.2025 - Current
- Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
- Assisted customers with account inquiries, providing tailored solutions to enhance satisfaction.
- Managed cash handling procedures, maintaining balanced cash drawers and minimizing discrepancies.
- Trained new staff on operational procedures, fostering a collaborative team environment.
- Implemented process improvements that increased transaction speed and reduced wait times for customers.
- Led daily branch audits to ensure adherence to policies and identify areas for operational enhancement.
- Mentored junior tellers, promoting best practices in customer service and financial transactions.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Dispatcher/Accountant
J Mal Trucking & Moving, LLC
01.2019 - Current
- Coordinated logistics for efficient transport operations, ensuring timely deliveries and optimal resource allocation.
- Managed communication between drivers and clients, enhancing service quality and issue resolution.
- Ensuring all shipments are delivered on time and in accordance with customer requirements
- Recording, analyzing, and reporting financial data to ensure accuracy
- Managing ledgers and transactions
- Provided exceptional customer service to callers, remaining empathetic and patient during emergencies.
Receptionist/Administrative Assistant
Clarkson Eyecare
02.2021 - 10.2024
- Collect patients co-pays/co-ins, & balancing out at the end of the shift
- Directing incoming calls in a courteous manner
- Greeting patients and visitors in a courteous manner
- Obtaining new patient information
- Scheduling/canceling appointments & assisting with other clerical support duties
- Filing/faxing
- Promote positive customer service interactions with patients, clinical team members, and other customers
- Work/file charts alphabetically & numerically, and/or creating new patient accounts
- Pull charts of patients to be seen the following day & prepare supplemental status report
- Respect patients' right to privacy & confidentiality (HIPPA, RFV, DEMOGRAPHICS)
- Maintain an orderly and professional working atmosphere
- Manage time efficiently to complete all patient treatments assigned
- Obtaining & handling medical records
- Verifying Insurance benefits
- Pretesting patients for the doctor
- OCT/VF
- Optician
- Adjusting patients glasses
- Medical collections
- Billing Audits
Management
Applebee's- Management
06.2015 - 02.2021
- Oversee employees work to determine if its quality appropriate or if improvements need to be made
- Maintain budget and employee records, prepare payroll, monitor bookkeeping records
- Total receipts and balance against sales, deposit receipts, and lock facility at end of day
- Schedule work hours for servers and kitchen staff
- Resolve customer complaints about food quality or service
- Make daily deposits
- Recruit, hire, and oversee training for staff
- Answering telephone & dealing with unsatisfied guests
- Practice food safety management & Train other Managers, GM's, or AreaDirectors for 8-12 weeks about company standards/policies/etc.
- Faxing, Filing, data entry, & copying
- Use Microsoft office applications
- Oversee liquor inventory and ABC laws
Receptionist
Rappahannock Women's Health Center
09.2014 - 05.2015
- Collect patients co-pays/co-ins, & balancing out at the end of the shift
- Directing incoming calls in a courteous manner
- Greeting patients and visitors in a courteous manner
- Obtaining new patient information
- Scheduling/canceling appointments & assisting with other clerical support duties
- Filing/faxing
- Promote positive customer service interactions with patients, clinical team members, and other customers
- Work/file charts alphabetically & numerically, and/or creating new patient accounts
- Pull charts of patients to be seen the following day & prepare supplemental status report
- Respect patients' right to privacy & confidentiality (HIPPA, RFV, DEMOGRAPHICS)
- Maintain an orderly and professional working atmosphere
- Manage time efficiently to complete all patient treatments assigned
- Obtaining & handling medical records
Receptionist
Fredericksburg Orthopaedic Associates, P.C.
06.2010 - 09.2014
- Collect patient's co-pays/co-ins, & balancing out at the end of the shift
- Monthly counts
- Directing incoming calls in a courteous manner
- Greeting patients and visitors in a courteous manner
- Obtaining new patient information
- Scheduling/canceling appointments & assisting with other clerical support duties
- Filing/faxing
- Promote positive customer service interactions with patients, clinical team members, and other customers
- Work/file charts alphabetically & numerically, and/or creating new patient accounts
- Respect patients' right to privacy & confidentiality (HIPPA, RFV, DEMOGRAPHICS)
- Maintain an orderly and professional working atmosphere
- Manage time efficiently to complete all patient treatments assigned
Education
High school or equivalent -
Skills
- Aspect
- MS Office, Word, Excel, & Etc
- Telephone Skills
- Training & Development
- Microsoft Office
- Apple Manager
- Rosnet
- Phreesia
- All Scripts
- Salesforce
- Data Entry
- Scheduling
- Filing
- Medical Scheduling
- Medical Billing
- Customer Relationship Management
- EMR Systems
- Insurance Verification
- Management
- Medical Records
- HIPAA
- Medical Office Experience
- QuickBooks
- Administrative Experience
- Medical Collection
- Medical Receptionist
- Medical Terminology
- Medical Coding
Certification
Food Handler Certification
Additional Information
- Key Strengths:
- Customer Relationship Management High Impact Service Delivery
- Problem Solving Telephone Sales & Solution Selling
- Cross- Cultural Communication Multilevel Communication
- Complaint/Dispute Resolution Productivity Improvement
- Record & Information Management MS Office & More
- Administration Processes Procedural Compliance
- Team Building & Motivation Supervision & Training
Timeline
Bank Teller
Atlantic Union Bank
02.2025 - Current
Receptionist/Administrative Assistant
Clarkson Eyecare
02.2021 - 10.2024
Dispatcher/Accountant
J Mal Trucking & Moving, LLC
01.2019 - Current
Management
Applebee's- Management
06.2015 - 02.2021
Receptionist
Rappahannock Women's Health Center
09.2014 - 05.2015
Receptionist
Fredericksburg Orthopaedic Associates, P.C.
06.2010 - 09.2014