
Heather VA
Virtual Assistant, AI Content, Web Research and Data Entry
Habilidades

Revisa mis servicios

Experiencia laboral
Digital Engagement Specialist | Treasury | Admin
Banks
Aug 2020 - Dec 2024 • 4 yrs 4 mos
• Provided prompt, professional customer service to customers, prospective customers, agents, and branch members utilizing proper etiquette in all communications. • Maintained accurate call documentation and knowledge of banking products, programs, services, and promotion. • Identified and implements resolutions for routine issues involving supervisors on more complex issues; handles supervisor calls. • Implemented decisions regarding applying and releasing funds availability holds on virtual accounts. • Employed problem-solving skills and sound judgement in resolving customer problems, concerns, and requests. • Monitored incoming inquiries from clients and branches via assigned group mailboxes in support of all Treasury Management clients. • Served as a liaison with Digital Operations to ensure accuracy of amendments and documentation of maintenance requests. • Recommended and assisted with process changes to improve efficiencies and enhance customer service experiences. • Maintained all small business and treasury management client records to comply with policies and procedures.
Data Associate
Amazon
Jul 2019 - Jul 2020 • 1 yr
- Transcribed and annotated high priority deliverables - Translated established guidelines into daily work practices - Handled unique data analysis requests from a range of data customers - Contributed to process improvements to reduce handling time and improve output