
Motivated Senior Client Advocate and Subject Matter Expert with extensive experience in the banking industry. Academy Proctor and Client Advocate with over three years expertise in managing and mentoring teams of client service reps in fraud protection. Consistently acknowledged for providing exemplary results while working with other supervisors and team managers. Knowledgeable resource who is committed to resolving issues with clients and interdepartmental personnel. Leverage exemplary skills in project management, analytics and fraud pattern detection, with proven results evidenced by receiving the Pinnacle Award for the last two consecutive years, which is given to the top one percent of Financial Center Leaders across the nation.
• Since assuming the role, improved team performance from not meeting, to meeting and exceeding goals well above 104% month after month
• Consistently exceeded the site’s client care goals by providing world class service with substantial survey scores
• Strengthen team performance and productivity by training and inspiring
team members
• Collaborate with management and staff resulting in improving teams' metrics across the board
• Train and supervise employees to promote overall productivity and consistent service
• Handle escalated customer service concerns to preserve customer satisfaction
• Train team mates to properly and compassionately interact with clients while following policy and procedures
• Subject Matter Expert assisting multiple teams by mentoring best practices with complex situations
• Academy Coach and Proctor for new hire and up-skilled agents
• Deliver extraordinary customer service on inbound calls in fast-paced environment
• Lead in continuous team improvement by providing suggestions, and engaging in problem-solving activities to support teamwork
• Recognized for outstanding achievements by management through multiple awards and bonuses
• Often recruited by management to provide training to team in best practices based on being top performer in exceeding metrics and goals
• Perform duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe and ethical working environment
• Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction
• Pursued existing and potential customers by phone, email and text message to generate leads and close sales
• Achieved high sales percentage with consultative, value-focused customer service and problem-solving skills while increasing sales by 10% annually
• Received recognitions and numerous awards for exceeding sales goals in timely manner while delivering excellent customer service
• Designed specific workout and diet systems for individual clients based on performance ability while actively managing over 50 clients per week
• Developed, planned and led personal and group fitness sessions as well as well-known specialty fitness programs
• Educated exercise modifications and contraindicated movements to participating clients with history of injury
• Motivated and inspired clients to improve their overall fitness and health by focusing on mind and body connection
• In charge of running all aspects of Accounting Department, which included Accounts Payable, Accounts Receivable, and Collections
• Conducted all bookkeeping, which included processing checks, entering vouchers, bank deposits, credit card sales, filing of sales tax, reports and monthly closing
• Oversaw all aspects of Accounts Receivables, which included processing invoices, running journals, aging reports, monthly closing, and collections on overdue accounts
• Performed all aspects dealing with Human Resources, such as processed payroll through ADP, maintained company manual, hired new employees, handled customer complaints, as well as managed employee benefits, health insurance, health savings accounts and retirement plan
• Initially hired as Customer Service Representative; after two years promoted to Service Manager; at fourth year promoted to Office Manager