·Provided exceptional customer service via phone email and chat with customers who required assistance with financial services concerns.
·Handled customer interactions within the framework of priorities and operational expectations.
·Used knowledge of software programs, tools and computer systems to accurately document and track customer contacts.
·Documented and communicated to management any recurring or significant problems or issues with products or services supports as encountered through contacts.
·Utilized extensive experience in MS Word and Excel in the data entry of customer Information into Multiple data base systems.
·Updated customer profiles in accordance with federal and company standards.
·Handled a large volume of data entry on a daily basis.