Tammy Helms
Oakboro
Summary
Accomplished Sales Professional, Financial Specialist, and Customer Service Expert with extensive experience delivering exceptional support to both existing and potential clients. A goal-driven team player, adept at managing retail sales and banking operations to maximize customer satisfaction and business growth. Proven ability to foster strong client relationships, drive sales performance, and provide strategic financial guidance in fast-paced environments.
Overview
13
13
years of professional experience
Work History
Customer Service Specialist
Stanly County Utilities department
08.2022 - Current
- Provide high quality customer service to existing customers, potential customers, and visitors to achieve a high standard of excellence and innovation.
- Customer Account functions, such as collecting and processing of payments (revenue)
- Resolve customer issues and administrative challenges by identifying solutions, maintaining confidentiality when appropriate, and informing upper management of any challenges.
- Administrative Responsibilities to establish, maintain, and update appropriately customer accounts.
- Assisting customers understand their billed water and sewage charges and providing education in regard to their payment options.
- Interprets and applies all applicable statutes, ordinances, policies, and procedures.
- Reviews meter readings, billing journals, and customer accounts to investigate anomalies such as abnormally high or low usage.
- Conducts special assignments or assists with special projects such as revising and updating various manuals, regulations, and program documentation.
Financial Service Specialist
Suntrust bank (now truist)
01.2015 - 07.2022
- Provide high quality customer service to existing customers, potential customers, and visitors to achieve a high standard of excellence and innovation.
- Customer Account functions, such as opening and closing of accounts.
- Resolve customer issues and administrative problems by identifying solutions, maintaining confidentiality when appropriate, and informing upper management of any challenges.
- Teller Duties to include cash handling, deposits, official checks, money orders, withdrawals and balancing.
- Back up Vault Teller Duties for Main Vault.
- Practicing lobby leadership skills and meeting monthly goals.
Assistant Manager
Family Dollar
01.2013 - 01.2015
- Supported Family Dollar’s staff while providing quality customer service.
- Opening and Closing of store as needed.
- Clerical work such as organizing files, returning of calls, and cash register duties.
- Worked on the sales floor with inventory counts, set up of display units, stocked inventory, and received deliveries to store and process all needed paperwork.
Education
HIGH SCHOOL DIPLOMA -
CABARRUS HIGH SCHOOL
Computer Software Certificate -
Rowan Cabarrus community College
Customer Service Certificate -
Rowan Cabarrus community College
Electronic Medical Coding & Billing Certificate -
Stanly Community college
Skills
- Strong Customer Service Skills
- Banking Experience
- Familiar with Microsoft Office Products
Qualifications Summary
Accomplished Sales Professional, Financial Specialist, and Customer Service Expert with extensive experience delivering exceptional support to both existing and potential clients. A goal-driven team player, adept at managing retail sales and banking operations to maximize customer satisfaction and business growth. Proven ability to foster strong client relationships, drive sales performance, and provide strategic financial guidance in fast-paced environments.
Timeline
Customer Service Specialist
Stanly County Utilities department
08.2022 - Current
Financial Service Specialist
Suntrust bank (now truist)
01.2015 - 07.2022
Assistant Manager
Family Dollar
01.2013 - 01.2015
HIGH SCHOOL DIPLOMA -
CABARRUS HIGH SCHOOL
Computer Software Certificate -
Rowan Cabarrus community College
Customer Service Certificate -
Rowan Cabarrus community College
Electronic Medical Coding & Billing Certificate -
Stanly Community college
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