Associate Resume
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Owings Mills, MD
PROFESSIONAL EXPERIENCE:
Confidential, Owings Mills, MD
Associate
- Provide guidance to clients in reference to products and their features, balance inquiries, and account registration requirements.
- Process client’s request, such as maintenance, research, and trades in a timely and accurate matter.
- Answer detailed service questions and ensure accounts are updated, corrected accurately, and maintained per the client’s instructions.
- Introduce appropriate services based on client needs by utilizing the consultative client interaction model.
- Back up retail associate queues as volumes warrant.
Confidential, Owings Mills, MD
Service Associate
- Fulfill shareholder service requests to their accounts, including address change, bank account information change, and research of past transactions
- Process orders as requested by shareholders in a timely and accurate manner
- Introduce new services to shareholder by discussing new or additional services that are relevant
- Provide sales leads and transfer calls to the Investment Guidance Group
Confidential, Baltimore, MD
Customer Service Representative
- Connect with Confidential customers across several channels of communication: phone, chat, email, and social media
- Maintain an in - depth and up to date knowledge of products and sales techniques, become a product expert
- Refine sales skills through on-going participation in sales meetings, training
- Assist with a variety of inquiries related to customer orders, product information, and company policies
Confidential, White Marsh, MD
Certified Kitchen Planner
- Assist customers in the stages of kitchen planning, including but not limited to design services and placing orders for complete kitchen remodel
- Answer calls in a sales capacity for the home shopping department of Confidential
- Responsible for data entry, taking credit card payments, answering questions concerning merchandise, shipping, and returns
- Answer calls regarding Confidential home shopping aftersales such as cancellations, delivery status, and setting up delivery
- Answer calls regarding Confidential store locations for all stores in Confidential North America
- These calls range in type from store hours, delivery price, assembly instructions, returns and exchanges, etc
Confidential, Randallstown, MD
Customer Service Representative
- Accountable for the accurate maintenance of cash drawer balances, as well as making deposits on a daily basis
- Conduct loan interviews and enter required information into the automated system
- Initiate and facilitate the sale of a full range of financial services to the customer, provide customer service on assigned accounts, answer questions concerning accounts, loans, statements, etc.,
- Analyze credit and financial information, assist other branch personnel in the analysis of credit information and the evaluation of loan applications, collect payments, complete and process loan applications
- Complete administrative tasks such as answering phones, photocopying, filing, etc.
Confidential, Randallstown, MD
Shift Supervisor
- Responsible for customer service, employee supervision, cash handling and merchandising activities
- Photo Lab responsible for customer service, photo finishing, and general equipment maintenance