Aaliyah Panniel
Suwanee
Summary
Professional in financial services industry, bringing valuable experience in handling investor inquiries and account management. Skilled at improving customer interactions and resolving issues promptly to maintain high client satisfaction. Known for strong team collaboration and adaptability to changing needs, with expertise in client relationship management and problem-solving.
Experienced with investor relations and client account management, delivering effective solutions for customer inquiries and issues. Utilizes strong communication and problem-solving skills to improve client satisfaction and service efficiency. Knowledge of financial regulations and industry best practices enhances ability to provide top-notch service.
Overview
11
11
years of professional experience
Work History
Investor Services Representative 2
Mission Square
Richmond, VA, USA
04.2019 - Current
- Provided expert guidance on retirement account options and processes in a high-volume call center setting.
- Oversaw processing of residential and conventional loans to enhance operational efficiency. Managed withdrawal processing and email communications to streamline transactions. Coordinated fund transfers and inter-company fund movements to optimize financial operations.
- Assisted with specialized plans including VRS and District of Columbia initiatives. Supported training efforts during peak hiring periods.
- Specialized in 401(k), 401(a), 457(b), and IRA plans, providing expert guidance on retirement solutions.
Customer Service Agent, Sales Agent
Comcast, The Results Companies
Richmond, VA, USA
04.2016 - 04.2019
- Enhanced customer satisfaction through effective communication and comprehensive understanding of product offerings.
- Employed positive communication techniques to foster customer happiness and loyalty.
- Demonstrated strong goal orientation to drive project success.
- Developed a strong understanding of empathy as a key component of effective communication and collaboration in the workplace.
- Executed effective closing strategies to convert leads into loyal customers.
Customer Service
Walmart Supercenter
Glen Allen, VA, USA
07.2015 - 02.2016
- Developed a comprehensive skill set and effective customer service techniques to enhance client interactions.
- Executed precise money handling practices to enhance operational reliability and customer trust in financial dealings.
- Excelled in customer interactions, resulting in promotion from cashier to customer service agent.
- Managed phone communications to address customer inquiries. Oversaw return and exchange processes to enhance customer satisfaction. Handled transactions at the cash register to ensure accurate sales processing.
Education
High School Diploma -
Prince Edward County High School
Farmville, VA05.2015
Some College - Cosmetology
Empire Beauty School
Richmond, VA08.2016
Skills
- Strategic marketing
- Strong public speaking abilities
- Effective problem resolution
- Effective leadership
- Prospective client outreach
- Client account management
- Data analysis
- Strong verbal communication
- Financial transaction processing
- Educated in Cosmetology
- Engaged listening skills
- Clear verbal communication
- Strong attention to detail
- Trustworthy in high-pressure situations
- Excellent communication
- Marketing skills
- Issue resolution
- Outstanding people skills
- Presentation skills
- Problem-solving abilities
- Cash Management Strategies
- Investment Performance Reporting
- Financial Plan Development
- Portfolio Management
- Investment Opportunity Identification
- Financial Goal Planning
- Customer relationship management
- Managing Wealth
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Attained the highest number of new credit accounts opened within a one-month timeframe.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
Timeline
Investor Services Representative 2
Mission Square
04.2019 - Current
Customer Service Agent, Sales Agent
Comcast, The Results Companies
04.2016 - 04.2019
Customer Service
Walmart Supercenter
07.2015 - 02.2016
High School Diploma -
Prince Edward County High School
Some College - Cosmetology
Empire Beauty School
Personal Information
- Willing To Relocate: Anywhere
- Availability: Anywhere
- Visa Status: Authorized to work in the US for any employer
Authorized To Work
US for any employer