Deann I.

Experience

• 

  Wells Fargo

  Jun 2015 - Oct 2018

  Lead Bank Teller

  Assisted customers in person & via phone in regards to various banking needsExceeded monthly quota and maintained weekly inventory cash operational goalsPartnered with vendors regarding special customer orders

• 

  Nysa Dental

  Nov 2018 - Jan 2020

  Front Desk Receptionist

  Provided administrative support to patients such as preparing claims and schedulingRegistered new patients with a focus on exceptional serviceVerified and updated relevant patient information into data system• AR Invoicing• AP/Payable Postings/Disbursements • Payroll Time/ Deductions• Fleet• Project Budget/Cost Accounting• Job level Financial Reporting

• 

  Bank of America

  Jan 2020 - Jun 2021

  Supervisor

  Hired and Trained over 50+ Customer Service AssociatesDeveloped training material with a focus on positive onboarding experienceProvided comprehensive team training which led direct reports to achieve lowest hold time, increasing the amount of customers supported and retainedMeasured and tracked team satisfaction, competence and knowledgePlanned and coordinated training sessions to ensure associates exceeded objectivesAssisted with billing and Associate schedulingDe-escalated customer calls and assisted with detailed account transactions Show less

• 

  Charles Schwab

  Jun 2021 - Oct 2022

  Client Reporting Securities Specialist

  I Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action and Securities Operations. • I Effectively manage and evaluate risk when reviewing client accounts and provide support related to varying operational subjects. • I Set proper expectations when assessing and resolving client issues. • I Deliver unparalleled value and outstanding service to internal and external clients. • I Recognize risks and acts to mitigate firm exposure. Show less

• 

  Advantage Solutions: Sales, Marketing, Technology

  Apr 2023 - now

  Specialist Order to Cash

  Process orders, deductions, and create contracts.Manage Claims and Accounts Receivables.Able to address any potential order/deduction/contract issues.Provide timely and thorough communication with clients and customers. Participate in client/customer conference calls as scheduled; providing feedback and insight.Communicate regularly with management advising any critical issues or opportunities.Provide reports to clients/customers as needed