Experience

eCornell

• United States
• E-Learning Providers
• 200 - 300 Employee

• Enrollment Counselor

  • Oct 2019 - Present

  As Cornell University's online learning subsidiary, eCornell provides many of the world's leading organizations with online professional and executive development in the areas of finance, healthcare, hospitality, human resources, leadership, management, and marketing. eCornell students benefit from -- Ivy-league education -- Performance-based learning solutions -- Networking opportunities through the eCornell community world wide -- Industry and subject matter experts with our faculty authors and support team -- Professional development resources The team of student development professionals that I work with daily strives to provide prompt responses to potential students as well as enrolled students using chat, text, email, and phone. Show less



For Paul Sypher at Prudential

• Ithaca, New York

• Marketing Assistant

  • Apr 2019 - Sep 2019

  Researched all available investment options and created diverse customized client portfolios Created processes to streamline portfolio allocation for a variety of products increasing efficiency and consistency Coordinated client meetings to determine the suitability of their current holdings and if other products were then applicable Researched all available investment options and created diverse customized client portfolios Created processes to streamline portfolio allocation for a variety of products increasing efficiency and consistency Coordinated client meetings to determine the suitability of their current holdings and if other products were then applicable



Tompkins Community Bank

• United States
• Banking
• 300 - 400 Employee

• Financial Advisor

  • Jan 2017 - Apr 2019

  Analyzed financial information obtained from prospective clients to determine strategies and suitable products to ensure clients' financial objectives were metIdentified when other bank products and services were needed, such as bank accounts, certificates of deposit, loans, etc, and partnered with other departments and management to fulfill the clients needsManaged over 600 clients and increased assets under management by 200%

• Customer Service Representative

  • Mar 2015 - Jan 2017

  Employed extensive product knowledge to educate customers about a variety of complex bank products Utilized exceptional communication skills to field all incoming emails and phone calls to resolve all questions and issues while consistently exceeding time management goalsImplemented problem solving skills and multi-tasking abilities by researching in multiple different systems, noting accounts, and partnering with other departments, all while communicating with clients via phoneFlawlessly resolved all customer grievances resulting in zero customer complaints Show less



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Call Center Manager

  • Dec 2013 - Dec 2014

  Guided customer service representatives through difficult calls or issues to defuse upset customers and handled any issue a rep was unable to resolveCoordinated with all management in the hiring and training process of employees while increasing the call center size by 250%Managed and coached 10 - 15 employees to consistently exceed sales, quality, and productivity goalsPartnered with management throughout the company to rectify any account errors and issues

• Quality Supervisor

  • Oct 2011 - Dec 2013

  Created and implemented incentive programs to improve sales goals, quality, and productivityAnalyzed over 200 phone calls monthly providing feedback and coaching opportunities to boost stats Composed and proctored sales and product training programs for all new employees Prepared reports to analyze call center data and implemented and upheld policies to improve the processes and maximize efficiency

• Customer Service Representative

  • Jan 2010 - Nov 2012

  Provided positive customer service in a high volume call center by actively listening to identify callers inquiries and providing solutions in a timely fashion Consistently outperformed over 95% of all call center exceeding all sales goals, quality, and time management Developed and maintained extensive knowledge of company products to enroll and educate customers



Ceridian

• United States
• Software Development
• 700 & Above Employee

• Benefits Administrator

  • Aug 2008 - Dec 2009



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Apr 2007 - Dec 2008