Experienced Customer Service Professional & Creating comprehensive financial plans tailored to meet individual needs. bringing 12 years of quality performance in customer support and 1 year supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results. Knowledgeable on wide range of retirement plans & Financial transactions such as processing withdrawals and rollovers.
Training and mentoring