Thomas Shuler Email & Phone Number

Land O' Lakes, FL, US

Radnor, PA, US

• Successfully expanded your responsibilities by mastering additional tasks and platforms, growing from three initial tasks to a comprehensive range of duties.
• Ensured accurate and compliant processing of 401k Small IRAs, RMDs, loans, and hardship distributions, consistently meeting company guidelines.
• Provided valuable feedback to improve overall departmental performance and enhance the client experience, contributing to the continuous improvement of operations.
• Played a key role in learning and integrating new platforms and tasks into daily operations, increasing efficiency and departmental capability.
• Actively contributed to the improvement of client experience by identifying gaps in current processes and suggesting actionable enhancements.

Plano, Texas, US

• Started as an Inventory Night Auditor and quickly advanced to Inventory Specialist by demonstrating exceptional accuracy and speed in inventory counts.
• Achieved precise inventory counts, ensuring accurate stock levels and minimizing discrepancies in store records.
• Utilized a 10-key calculator and inventory machines to efficiently count and label store items, contributing to accurate data management.
• Successfully reconciled discrepancies by performing recounts and verifying data against store records, maintaining inventory integrity.
• Streamlined inventory processes by sending accurate data to the main server, improving overall operational efficiency.

Jacksonville, FL, US

• Treasury AssociateFIS Global Services | May 2022 – February 2023
• Managed daily corporate payments and wire transfers for FIS business units, ensuring all transactions adhered to treasury policies and procedures.
• Processed and monitored electronic payments and files, optimizing the use of FIS’ financial assets and maintaining efficiency in daily treasury operations.
• Conducted research on payment transactions, communicating findings and resolving issues with both treasury management and external banking partners.
• Maintained relationships with banking institutions and financial partners, facilitating smooth communication for routine transaction inquiries and issue resolution.
• Prepared daily operational reports, supporting accurate tracking and monitoring of financial activities.

Jacksonville, FL, US

• Consistently delivered high-quality customer service by accurately verifying account and card profile information, ensuring security and customer satisfaction.
• Played a key role in activating Apple, Samsung, and Google Pay on customer accounts, contributing to the seamless adoption of mobile payment technologies.
• Proactively resolved customer issues and escalated complex cases to management, ensuring timely and effective solutions.
• Documented and tracked customer concerns using internal issue trackers, helping to improve service processes and reduce future issues.
• Consistently achieved one of the highest percentages in all call metrics on a monthly basis, demonstrating excellence in performance.
• Promoted to the Treasury department after a year of outstanding performance as a Customer Service Representative II.

New York, NY, US

• Provided accurate and timely assistance to customers regarding auto loan payments, terms, interest rates, and account details, contributing to a positive customer experience.
• Resolved and deescalated customer complaints related to auto loans, ensuring issues were addressed promptly and effectively.
• Corrected errors on customer accounts, enhancing the accuracy and reliability of customer information.
• Managed a high volume of customer interactions with professionalism, consistently delivering high-quality service on each call.
• Assisted customers with complex issues related to titles, registrations, and state changes, ensuring a smooth and informative process.
• Received multiple awards for consistently going above and beyond in providing exceptional customer service.

US

• Consistently recognized as one of the top-performing cashiers, receiving multiple awards for exceptional customer service and sales achievements.
• Achieved top credit card enrollments, leading to recognition as the winner of the top credit card enrollments award on two occasions.
• Provided training and guidance to colleagues, contributing to their recognition as cashier of the month.
• Resolved and deescalated customer complaints, ensuring a positive shopping experience and maintaining customer satisfaction.
• Demonstrated strong problem-solving skills by quickly addressing and resolving issues with cash registers and other point-of-sale equipment.

Dallas, TX, US

• Successfully trained and mentored new employees, ensuring they were well-prepared to provide exceptional customer service.
• Efficiently managed customer inquiries, luggage transfers, and boarding procedures, often serving as the sole employee on shift.
• Resolved and deescalated customer complaints or issues, maintaining a high level of customer satisfaction and ensuring smooth operations.
• Played a crucial role in addressing and resolving operational issues, including mechanical problems, to prevent bus delays and cancellations.
• Demonstrated leadership by effectively running shifts and maintaining smooth operations in the absence of a supervisor.

Jersey City, NJ, US

• Accurately prepared and filed tax returns using specialized software, ensuring compliance with tax laws and maximizing client refunds.
• Provided clients with personalized tax planning advice, helping them optimize their future tax filings.
• Assisted in training and mentoring future tax preparers, offering guidance to help them pass certification exams and excel in the field.
• Demonstrated strong problem-solving skills by addressing client inquiries and resolving tax-related issues efficiently.

Master'S Degree, Business Administration And Management, General

Finance, Business Administration And Management, General

Accounting, Accounting And Business/Management

Financial Planning Certificate

Currently Enrolled For Microsoft Power Bi Data Analyst Certification