Khiry Ford Email & Phone Number

United States

Remote

• Respond to customer inquiries and requests via telephone, email, and chat in a timely fashion• Document all inquires, requests, resolutions, and follow-up tasks• Escalate inquires and requests as necessary to the appropriate department or person following outlined guidelines• Display a courteous and empathetic attitude to all customers• Perform research to answer customer inquiries and requests• Grow existing customer accounts through exceptional customer service and effective sales techniques• Meet quantitative performance metrics as outlined• Keep customer accounts current by updating databases during calls

• Cross trained in multiple departments to know all company needs and train new employees.• Analyzed and updated all necessary changes to Salesforce software• Processed customer service requests via phone support and email support• Customized CRM using the most up-to-date tools (i.e., workflows, triggers)• Noted customer correspondence in CRM to track requests, problems and solutions.• Properly diagnosed customer needs and proactively educated them about the features and benefits of company products and services• Audited internal data and processes to identify and manage initiatives, improving business performance.• Recommended metrics and models based on observed trends.• Worked with internal teams to understand business needs and changing strategies.

• Performed administrative tasks and assisted in executing business solutions• Successfully entered data into company database and validated the accuracy of valuable company information• Used and analyzed data from automated information aggregators to update the database• Generated data reports, enter company findings into the database and perform backups• Supported data entry across departments as requested, switching promptly to new projects.

• Assisted staff with resolving complex customer issues and implementing targeted solutions.• Cross trained in multiple departments to process customer service requests via phone support, email support or live chat when needed.• Documented customer correspondence in CRM to track requests, problems and solutions.

• Counted cash drawers and made bank deposits. • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services. • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches. • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks. • Examined tellers' reports of daily transactions for accuracy. • Researched and resolved customer issues on personal savings, checking, and line of credit accounts. • Complied with established internal controls and policies. • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance. • Developed strategic plans for day-to-day financial operations. • Established internal audit procedures to validate and improve accuracy of financial reporting