TIA BOATWRIGHT
Omaha
Summary
Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success. I have been employed in the customer service atmosphere for the past 12+ years. I am reliable and self-driven, I have proven my ability to establish rapport with clients and consistently exceed expectations in my current role.
Overview
13
13
years of professional experience
Work History
ASSISTANT BRANCH MANAGER
COBALT CREDIT UNION
01.2021 - Current
- Open accounts for new customers and prepare new account paperwork, applications and request the required identification
- Manage the bank staff members
- Watch for compliance issues in our operations
- Perform drawer, vault, ITM and CDM audits
- Identify the needs of new and existing customers and offer appropriate services
- Submit loan applications and approved them within a certain limit
- Promote and upsell credit cards to current and new members
- Assist in community awareness events to increase bank outreach and foster new business opportunities
- Answer questions and member concerns
- Proactively identify and inform members of account status deficiencies and disputed transactions while providing options to resolve
- Process and post various loan payments, record information in the database and issue a receipt confirming the transaction
- Train my new team members so they can do their job proficiently
LICENSED LIFE INSURANCE AGENT
ASSURANCE
01.2021 - 01.2021
- Advised and counseled customers through precise communication which insurance plans best suited their needs and budget
- Aided clients with premiums, effective dates, policy terminations, and additional policy riders
- Established customer-focused, needs based review process to educate customers about insurance options
- Finalized sales and established payment methods
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
CUSTOMER SERVICE ANALYST II
MUTUAL OF OMAHA
01.2017 - 01.2020
- Function as a subject matter expert to ensure that service objectives are met
- Act as a resource to the analyst with first level issue resolution and quality processing for customer interaction
- Answer all questions that the policy owner may have about their policy
- Assist with on and off call production
- Assist agents and brokers with policy information
- Assist with loans, cancellations, and any changes that need to be made to the policy
- Process payments
- Adhere to all the stats that are required to be met by the department
DEALER/CLUB SERVER/BARTENDER/HOST
AMERISTAR CASINO
01.2014 - 01.2017
- Deal cards to guests
- Play house hands from behind a gaming table
- Deal appropriate number of cards out to players
- Check guests bets
- Compare players’ hands with the house and determine winner
- Exchange money for chips to be used in games
- Inspect cards to ensure compliance with gaming standards
- Congratulate guests winnings and sympathize losses
- Answer questions about games rules and variations
- Watch for scammers/cheaters and have them removed from table if needed
- Resolve disputes or arguments by conferring with Pit Boss
- Encourage players to sit at table and play
RESERVATION SPECIALIST
HYATT RESERVATION
01.2012 - 01.2014
- Process reservations by telephone
- Know the type of rooms available as well as their location and layout
- Know the selling status, rates and benefits of all package plans
- Creates and maintains reservation records by date of arrival, name, and reservation number
- Determine room rates based on the selling tactics of the hotel
- Process cancelations and modifications of reservations
- Understands the hotel’s policy on full prepayment non-refundable reservations and no shows
- Handles daily correspondence
- Maintains a clean and neat appearance and work area at all times
- Promotes goodwill by being courteous, friendly, and helpful to guests, managers, and fellow employees
- Getting information about areas of interest in order to target more clients in particular seasons
Education
Bachelors - undefined
University of Nebraska – Omaha
05.2023
Associates - undefined
Iowa Western Community College
05.2020
Skills
- Operations management
- Team development
- Audit Preparation
- Loan expertise
- Employee scheduling
- Sales expertise
- Financial services
- Cash handling
- Strong leadership
- Strong interpersonal skills
- Excellent work ethic
- Attention to detail
- Team player
Training
- ENTITY TRAINING - JUNE2022
- INTEGRITY COACHING – DEC2023 – FEB2024
- THE MEMBER ADVANTAGE – FEB2024 – APRIL2024
- IRA TRAINING – MAY2024
Accomplishments
1st place for 3rd and 4th quarter for most checking accounts
1st place in 3rd and 4th quarter for most credit cards
Timeline
ASSISTANT BRANCH MANAGER
COBALT CREDIT UNION
01.2021 - Current
LICENSED LIFE INSURANCE AGENT
ASSURANCE
01.2021 - 01.2021
CUSTOMER SERVICE ANALYST II
MUTUAL OF OMAHA
01.2017 - 01.2020
DEALER/CLUB SERVER/BARTENDER/HOST
AMERISTAR CASINO
01.2014 - 01.2017
RESERVATION SPECIALIST
HYATT RESERVATION
01.2012 - 01.2014
Bachelors - undefined
University of Nebraska – Omaha
Associates - undefined
Iowa Western Community College
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