Summary
Overview
Work History
Education
Skills
Timeline
Generic

MEOISHA PRUITT

Summary

Experienced customer service professional with 5+ years of expertise in promptly resolving customer inquiries and issues. Efficiently manages high-volume calls while consistently delivering exceptional service. Adept at addressing customer needs and ensuring satisfaction through effective communication and problem-solving abilities.

Overview

8
8
years of professional experience

Work History

Associate Service Professional

LPL Financial
11.2023 - Current
  • Managed customer inquiries and resolved issues promptly, providing excellent service and support.
  • Collaborated with team to improve service efficiency and exceed client expectations.
  • Utilized strong communication skills to build relationships and ensure customer satisfaction.

Treasury Sr. F&S Specialist

Bank of America
01.2022 - 11.2023
  • Managed daily cash positioning and forecasting for multi-million dollar portfolio.
  • Led implementation of new treasury management system, improving efficiency and accuracy.
  • Conducted financial analysis to optimize investment strategies and enhance returns.

Account Resolution Specialist

Wells Fargo
08.2020 - 01.2022
  • Managed delinquent accounts, negotiated payment plans, and resolved customer billing disputes.
  • Analyzed credit reports, researched account discrepancies, and finalized financial agreements.
  • Utilized strong communication skills to liaise with customers and internal departments for resolution.

Fraud and Operations Specialist II

Wells Fargo
07.2018 - 08.2020
  • Analyzed transaction data to detect and prevent fraudulent activity in real-time.
  • Conducted thorough investigations into potential cases of fraud and financial crimes.
  • Developed and implemented fraud prevention strategies to reduce risk and protect assets.

Customer Service

Teletech
02.2017 - 06.2018
  • Managed high-volume calls and emails, resolving customer inquiries and issues efficiently.
  • Provided exceptional service, exceeding sales goals and receiving positive feedback from clients.
  • Collaborated with cross-functional teams to improve customer satisfaction and increase retention rates.

Education

Certified Nursing Assistant - undefined

Rowan-Cabarrus Community College
Salisbury, NC

High School Diploma - undefined

Henderson Independent High School
Salisbury

Skills

  • Customer Service
  • Treasury
  • Risk management
  • Financial analysis
  • Active Listening
  • Problem solving
  • Upselling strategies
  • Complaint resolution
  • Paperwork processing
  • Analytical thinking
  • Problem-solving
  • Time management
  • Attention to detail

Timeline

Associate Service Professional

LPL Financial
11.2023 - Current

Treasury Sr. F&S Specialist

Bank of America
01.2022 - 11.2023

Account Resolution Specialist

Wells Fargo
08.2020 - 01.2022

Fraud and Operations Specialist II

Wells Fargo
07.2018 - 08.2020

Customer Service

Teletech
02.2017 - 06.2018

Certified Nursing Assistant - undefined

Rowan-Cabarrus Community College

High School Diploma - undefined

Henderson Independent High School
MEOISHA PRUITT