Lead the office from the front desk, providing phone coverage, and ensuring efficient client check-in and check-out processes.
Schedule, coordinate, and confirm appointments. Manage the office calendar, and ensure a smooth flow of clients through the office.
Complete a large volume of approximately 800 seasonal calls within required timeframes.
Maintained organized filing systems for guest records, enhancing accessibility and data accuracy.
Operated high-speed scanning equipment to digitize documents efficiently.
Maintained confidentiality of sensitive data to protect customer and business information.
Support the Multi-Unit Team Leader, serving as the onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block.
Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP), system, and client service experience, with escalation to the Multi-Unit Team Leader and District.
Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities, and overall goals.
Lead daily huddles, and communicate essential information to office associates.
Increased efficiency and performance by monitoring team member productivity and providing feedback.
Collaborated with cross-functional teams to align service delivery with client needs and business objectives.
Participated in regular trainings and workshops to keep up-to-date on all company products and services.
Trained and mentored new associates on software and compliance procedures.
Serve as the point of contact for on-site escalated client service concerns.
Investigated and resolved customer inquiries and complaints quickly.
Interact with specific department to input orders, complete special requests, and track missing packages.
Maintained up-to-date knowledge of product and service changes.
Customer Service Representative
IntouchCX
05.2023 - 11.2023
Assist an estimated amount of 30-50 customers through inbound calls per day.
Accurately record or update customer interactions, issues, and resolutions in CRM systems.
Communicate a variety of information to the customer.
Provide a meaningful and positive experience with every customer interaction.
Address and resolve customer complaints and problems efficiently and accurately.
Collaborate with other departments when needed to resolve more complex customer problems.
Audit customer service accounts to identify incorrect charges, duplicate billing, or subscription errors.
Evaluate and approve refund requests in accordance with company policies.
Retained a thorough working knowledge of all existing and new products and services.
In-Store Shopper
Safeway
12.2020 - 05.2021
Greeted and assisted customers as a personal home shopping clerk.
Managed approximately 40 online orders per day from customers.
Shop for customer orders by selecting accurate item, proper quantities, and appropriate substitutions when needed.
Ensure all items meet quality standards, including freshness, expiration dates, and condition.
Pack and organize orders securely for pickup or delivery.
Filled orders with the assistance of a handheld computer.
Ability to work under time restrictions, safety, and sanitation.
Boba Barista/Ice Cream Roller
Panda Tea House
10.2018 - 01.2020
Prepared approximately 20 customized boba drinks, milk teas, fruit teas, hand rolled ice cream, and bubble waffles each day from customers.
Hand-rolled and crafted ice cream orders are made according to customer preferences.
Operated the POS system, handled cash, card, and mobile payments with accuracy.
Provided friendly, efficient customer service in a fast-paced environment.
Maintained cleanliness and organization of drink stations, ice cream equipment, and dining areas.
Restocked toppings, teas, boba, syrups, and other supplies throughout the shift.
Followed recipes and quality standards to ensure consistency in all drinks and desserts.
Suggested menu items, and upsold add-ons, like toppings and desserts.
Managed multiple orders at once while maintaining attention to detail and presentation.
Ensured compliance with health, safety, and food handling procedures at all times.
Handled customer complaints or special requests with professionalism and care.
Operating a variety of equipment, such as a tea machine, a waffle machine, and rolled ice cream utensils.