A results-driven person with a proven track record of providing exceptional customer service and exceeding performance targets. Strong knowledge of banking products, services, and procedures combined with a detail-oriented approach to cash handling and transaction processing. Skilled in building rapport with customers, identifying their financial needs, and cross-selling appropriate banking solutions. Excellent communication and problem-solving abilities, ensuring accurate and efficient resolution of customer inquiries.
• Collected fees for tuition, sports, and after-school extracurricular activities, ensuring timely follow-ups on unpaid balances.
• Issued invoices and reminders to parents, maintaining consistent communication to facilitate payments.
• Prepared and provided detailed accounts receivable reports to the Finance Manager (FM).
• Maintained accurate student fee records and updated logs of bounced cheques, alerting management to potential bad debts.
• Tracked post-dated cheques, ensuring timely deposits to the bank to meet financial deadlines.
• Disbursed approved petty cash and maintained accurate and up-to-date petty cash accounts.
• Monitored and reported fee collections across multiple payment channels, including online transactions, cheques, credit cards, and cash.
• Assisted in implementing and maintaining internal financial controls and procedures to ensure compliance and operational efficiency.
• Managed high volumes of inbound and outbound calls, ensuring timely resolution of customer inquiries.
• Identified customer needs, clarified information, and seized upselling opportunities to drive product adoption.
• Engaged with customers to address account inquiries and provide updates, ensuring high customer satisfaction.
• Transitioned to a chat-based support role in the last four months, effectively managing customer interactions through digital channels.
• Assigned to quality assurance tasks since September 2019, including:
• Conducting evaluations to identify performance gaps and implementing corrective actions.
• Supporting a team of 30 employees by answering questions and providing mentoring.
• Performing call monitoring and generating trend data, quality reports, and actionable feedback for managers.
• Coordinating and facilitating call calibration sessions to ensure consistent service delivery.