Lindsey Neff Email & Phone Number

Pflugerville, TX, US

Austin, Texas, United States

Austin, Texas, United States

Austin, Texas

Austin, Texas

Austin, Texas

Austin, Texas

Austin, Texas

• Quickly resolved and triaged technical issues and inquiries for major brands and retailers regarding their integration with company product suite and services while managing a high case load and providing exceptional.
• Served as the first point of contact for clients through email, live chat and phone and, when needed, assigned cases to the appropriate internal teams based on expertise.
• Provided detailed notes of initial investigation; synopsis of issue, suspicions for root cause and possible next steps, when needing to involve additional teams for resolution.
• Maintained high CSAT, greater than 9.0, throughout duration of time in role.

Directly responsible for training new managers and staff on internal processes, sales behaviors, customer relations/interactions and proprietary software. Deliver and test internal training for staff on a monthly basis. Lead weekly operations and sales meetings regarding updates to business products and practices. Develop and distribute monthly, quarterly.

Georgetown, TX

Actively acquired and managed more than 120 banking relationships for high net worth clientele who have at least $500,000 in liquid/investable assets. Acquired and retained depository and investment relationships by ongoing consultations with clients to build rapport and understand the client’s short-term and long-term financial goals. Recommended.

San Antonio, TX & Georgetown, TX

Recommended solutions for customers based on profiling and listening to the individuals needs and goals. Assessed situations to determine appropriate exceptions that exceed customer expectations while protecting the bank. Owned customer issues by using support channels and communicated with customers throughout the process to keep them informed of the.

Austin, TX & San Antonio, TX

Scheduled and managed all incoming production flow to ensure all projects are finished in a timely manner. Supervised job duties of coworkers and audited final products. Trained new employees on various machines and computer programs to work quickly and efficiently on customer projects. Engaged in one on one interaction with guests on a daily basis.