Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
Work History
Financial Services Associate
T. Rowe Price
10.2023 - 11.2024
Opened accounts for new and existing customers and assisted customers in completing application forms.
Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
Monitored loans and accounts payable and receivable to keep current.
Proposed investment products to customers.
Administered account transactions with customers and assisted in generating sales opportunities.
Developed and maintained database of records to facilitate smooth transactions for financial processes.
Administered account transactions and responded to customer inquiries concerning financial products.
Managed day-to-day operations of Orthopedic and neurology
Communicated with patients and all medical staff
Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
Managed incoming calls while providing information or transferring callers to appropriate personnel.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
Scheduled appointments between clients and customers and internal staff members.
Managed database systems containing customer contact information.
Composed Patient reports reports
Responded to emails/faxes
Handled travel orders and travel vouchers
General clerical support duties including faxing, filing, scheduling and placing orders
Ordered and distributed work orders.
Kitchen & Business Sales Specialist
Ikea
01.2018 - 09.2022
Designs plan layout as requested by customer, utilizing blueprints or sketches
Initiated and controls speciality orders: purchases, coordinates freight, production, delivery and proper customer invoicing
Plan and design a kitchen with Ikea extensive range of products, accessories and services within a specification and timeframe
To provide potential and existing customers with the highest level of service
Show enthusiasm with the customer.
Banking Customer Service Representative
S3 Shared Service Solutions
09.2019 - 09.2020
Provided account information and answered customer inquiries in a timely manner.
Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
Resolved customer complaints or escalated them to the appropriate personnel as needed.
Cross-sold bank products such as credit cards, loans, and insurance policies.
Explained banking procedures and regulations to customers accurately.
Maintained records of customer accounts including transactions and balances.
Received telephone calls from customers regarding their accounts or services provided by the bank.
Informed customers about new products or services available through the bank.
Performed general clerical duties such as filing documents related to customer accounts.
Utilized various software programs including Microsoft Office Suite for data entry purposes.
Checked customers' identification when necessary in compliance with anti-money laundering regulations.
Adhered to all applicable laws, regulations, policies, and procedures relating to financial services.
Conducted research into customer questions or problems using available resources.
Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Patient Scheduling Representative
RadNet
08.2016 - 01.2018
Followed all HIPAA Laws and regulations
Marinating weekly goals/ Productivity Standards
Fast and accurate typing skills with no grammar errors
Performed administrative duties such as filing paperwork and faxing documents.
Analyze customer problems and determine proper solutions.
Managed incoming calls to schedule appointments and answer questions.
Processed patient referrals and insurance verifications.
Provided information regarding medical services, fees, and payment options.
Resolved customer inquiries in a timely manner.
Generated reports on patient appointment scheduling metrics.
Advised patients on the best options for their particular situation.
Maintained updated records of all scheduled appointments.
Utilized computer applications to manage daily tasks efficiently.
Followed up with patients regarding upcoming appointments.
Adjusted schedules as needed due to cancellations or delays.
Customer Service Billing Representative
Comcast Corporations
10.2015 - 07.2016
Handled on average 150-200 calls per day in a call center environment
Answered customers questions and solved problems according to Comcast standardized procedures
Recorded details of customer interactions sucks as inquiries, complaints, comments, or actions taken
Referred unresolved customer grievances to designated departments for further investigation
Determined charges for services requested, collected payments, and arranged for billing
Issued credit Memos when necessary.
Call Center Team Lead
Instant Impact
06.2013 - 08.2015
Assists manager in employee evaluations and provides staff feedback to manager
Monitors call traffic and makes adjustments based on call center traffic patterns
Create progressive disciplinary actions and development plans
Took on all escalated calls and provided resolutions.
Education
Associate in Business - Business Administration And Management
Southern New Hampshire University
Manchester, NH
10-2025
High School Diploma -
Northwestern high school
Baltimore, MD
06-2009
Skills
Microsoft office
SWAT database
Email
Customer Service
Call Center
Business Development
Marketing
Sales
Training
HIPAA
Insurance Verification
Medical Billing
Medical Scheduling
Multi-line Phone Systems
Office Management
Medical Records
Management
Medical receptionist
Service Coordination
Schedule Management
Dispatch Coordination
Customer Relations
Data Entry
Route Navigation
Work Order Management
Incident Reporting
Coordinating urgent deliveries
Customer Relationship Management
Route Planning
Service planning
Dispatching procedures
Schedule Coordination
Client Confidentiality
Transaction Processing
Sales proficiency
Financial product knowledge
De-Escalation Techniques
Call Documentation
Refunds processing
Regulatory Compliance
Credit card payment processing
Time management abilities
Education and Training
true
Timeline
Financial Services Associate
T. Rowe Price
10.2023 - 11.2024
Administrative Assistant
Sinai Hospital of Baltimore
09.2022 - 10.2023
Banking Customer Service Representative
S3 Shared Service Solutions
09.2019 - 09.2020
Kitchen & Business Sales Specialist
Ikea
01.2018 - 09.2022
Patient Scheduling Representative
RadNet
08.2016 - 01.2018
Customer Service Billing Representative
Comcast Corporations
10.2015 - 07.2016
Call Center Team Lead
Instant Impact
06.2013 - 08.2015
Associate in Business - Business Administration And Management
Southern New Hampshire University
High School Diploma -
Northwestern high school
Similar Profiles
CHRISTOPHER PIFERCHRISTOPHER PIFER
Sr Sales Specialist at T. Rowe PriceSr Sales Specialist at T. Rowe Price