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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

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