Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Galeano

Milford

Summary

Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.

Overview

14
14
years of professional experience

Work History

Customer Service Representative

Optum
08.2023 - Current
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

Personal Banker

Citizens Bank
08.2016 - 11.2018
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

Lead Bank Teller

Wells Fargo
06.2011 - 08.2016
  • Trained junior tellers in best practices for client interactions, upholding excellent standards of service quality across the team.
  • Oversaw teller staff scheduling to maintain appropriate coverage during business hours.
  • Maintained cash drawer accuracy, effectively balancing daily deposits and withdrawals.
  • Mentored new hires, facilitating their onboarding process and fostering a positive team environment.
  • Ensured compliance with federal regulations, adhering to strict guidelines for accurate reporting.
  • Provided exceptional customer service, consistently receiving positive feedback from clients and supervisors alike.
  • Implemented security measures to protect bank assets, reducing instances of fraud and theft.
  • Developed strong rapport with clients, maintaining long-term relationships and trust in the bank''s services.

Education

Delaware Valley High School
Matamoras, PA

Skills

  • Active listening
  • Administrative support
  • Critical thinking
  • Data entry
  • Customer relations
  • Conflict resolution
  • Call center experience
  • Computer proficiency
  • Professional telephone demeanor
  • Policy adherence
  • Multitasking and organization
  • Phone and email etiquette

Timeline

Customer Service Representative

Optum
08.2023 - Current

Personal Banker

Citizens Bank
08.2016 - 11.2018

Lead Bank Teller

Wells Fargo
06.2011 - 08.2016

Delaware Valley High School

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Lisa Galeano