Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kristen Walkup

Charlotte

Summary

Dynamic professional with a proven track record of achieving high client satisfaction through adept management of client interactions and effective issue resolution. Consistently delivers exceptional support by leveraging expertise in various account software programs and multi-channel tools. Strong problem-solving abilities enhance operational efficiency, particularly in conflict resolution scenarios. Committed to fostering positive client relationships and driving continuous improvement in service delivery.

Overview

12
12
years of professional experience

Work History

Branch Product Support Representative

Wells Fargo
Charlotte, NC
10.2024 - Current
  • Supported branch bankers in transaction processing to uphold operational standards and enhance service quality.
  • Exceeded and maintained performance metrics established by management.
  • Implemented onboarding strategies to enhance new hires' understanding of operational procedures for bankers.
  • Subject Matter Expert with experience mentoring new hires to ensure employee success.
  • Review legal documents to ensure proper maintenance of diverse types of Wells Fargo accounts.

Financial Services Representative

Synchrony
Charlotte, NC
08.2021 - 10.2024
  • Audited and rectified credit card accounts across multiple portfolios managed by Synchrony Bank.
  • Addressed customer concerns promptly to enhance satisfaction and loyalty.
  • Documented and communicated all issues related to client accounts.
  • Participated in weekly coaching sessions with management to enhance performance standards.

Benefits Verification Specialist

AmerisourceBergen/ Lash Group
Charlotte, NC
03.2019 - 08.2021

Executed benefit verification processes for various pharmacy benefit managers to determine patient eligibility for co-pay assistance.

Billing Specialist

Spectrum
Charlotte, NC
09.2018 - 03.2019
  • Analyzed billing information for Spectrum accounts in response to customer inquiries.
  • Facilitated package modifications to enhance product offerings.

Retention Specialist

Conduent Corporation
Charlotte, NC
06.2016 - 09.2018
  • Enhanced customer retention strategies and resolved billing inquiries for Sprint clients.
  • Achieved recognition as top team agent for exceptional retention skills within first month of employment.

Customer Support Associate II

Convergys Corporation
Charlotte, NC
05.2014 - 02.2016
  • Analyzed customer feedback and implemented process improvements to enhance satisfaction levels.
  • Implemented procedure exceptions to effectively address unique customer requests.
  • Executed customer service call script with precision and efficiency within designated timeframes.
  • Ensured continuous accuracy and accessibility of records.
  • Collaborated with upper management to implement strategic changes enhancing customer satisfaction.
  • Directed inbound calls within phone queues to enhance call flow efficiency.

Education

High School Diploma - Criminal Justice

East Mecklenburg High School/CPCC
Charlotte, NC
06-2007

Skills

  • Benefits Administration/Verification
  • Multiple Operating System Management
  • Mentor Coaching
  • Data collection/Data Entry
  • Technical Support
  • Legal Document Review
  • Network Support
  • Client/Customer Support
  • Escalation management
  • Client relationship building
  • MS office

Timeline

Branch Product Support Representative

Wells Fargo
10.2024 - Current

Financial Services Representative

Synchrony
08.2021 - 10.2024

Benefits Verification Specialist

AmerisourceBergen/ Lash Group
03.2019 - 08.2021

Billing Specialist

Spectrum
09.2018 - 03.2019

Retention Specialist

Conduent Corporation
06.2016 - 09.2018

Customer Support Associate II

Convergys Corporation
05.2014 - 02.2016

High School Diploma - Criminal Justice

East Mecklenburg High School/CPCC
Kristen Walkup