Customer Service Representative And Vista Club Coordinator
First State Bank - Customer Service Representative• Initial customer service response agent to assist or direct customers accordingly when they contact the bank.• Opened new accounts and provide initial support and training for potential, new, and current customers via email, telephone, and letters regarding various products through clear communication. • Maintained program data and created and updated spreadsheets as needed for internal staff and necessary project/event needs. • Adapted to new technology and organizational structures to maintain company and departmental goals. • Added new customers into the data base programs according to compliance regulations.First State Bank - VISTA Club Coordinator• Developed, organized and executed travel arrangements for groups.• Organized and scheduled in-person and online meetings with vendors and customers • Adjusted itineraries, plans, and support instantly to accommodate unexpected events before and during planned activities. • Maintained on-going communication with vendors, customers, and internal staff to maintain current and accurate details regarding scheduled items.• Worked independently to meet required timelines, while collaborating with internal team to support current customers’ financial needs during preparation for upcoming travel for groups. • Prepared spreadsheets for various needs including data collection, tracking marketing outcomes, and monitoring multiple schedules simultaneously along with customer requests, follow up, and more.• On-site support for potential, new, and current customers via email, telephone, and letters regarding various products and programs to ensure clear communication and increase customer loyalty.