Roshetta Smith

Client Specialist at BB&T
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Contact Information
us****@****om
(386) 825-5501
Location
Raleigh, North Carolina, United States, US

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Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Specialist
      • Jun 2017 - Present

      Handle customers complaints, assist customers with cashing out 401(k)’s and processing withdrawals,fax, email, and mail customer processing forms, and type correspondences for customer regarding their 401(k)’s. Handle customers complaints, assist customers with cashing out 401(k)’s and processing withdrawals,fax, email, and mail customer processing forms, and type correspondences for customer regarding their 401(k)’s.

    • United States
    • Education Management
    • 1 - 100 Employee
    • Call Center Counselor
      • Nov 2016 - Jun 2017

      Communicate information to borrowers/participants and the general public regarding student financial assistance programs, loans, scholarship and grant programs and applications, CFI payment plan account information, SSC verification program, and general and account information for the National College Savings Program. Assist end-users with on-line applications from the CFNC website. Resolve problems with navigating the CFNC website and assist with connectivity and other browser or online application related issues. Assist colleges and universities with CFI processes and services. Record and process requests for material/forms and follow up to assure quality service. Attend training to keep abreast of changes to Financial Aid general procedures and information. Support the use of the CFIPP School Admin Center for college business officers and assist with daily CFIPP processing.

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Customer Service Representative
      • Feb 2012 - Nov 2016

      Handle escalated calls, save customers churn for disconnects, and focusing on driving revenue for the business.Provide floor support for care teams in supervisor’s absences as acting emerging leader.Sit-in with supervisors while interviewing potential candidates for the position.Process credit applications for customers.Update any changes customers may need on account to be changed.Document every conversation that I have with a customer.Making sure customers are directed to right department for any services they may need.

Education

  • Shaw University
    Bachelor of Applied Science (B.A.Sc.), Public Administration
    -
  • Sampson Community College
    Associate of Arts (A.A.), Office Administration
    2008 - 2011

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