Asheika Parson
Cincinnati,OH
Summary
I'm an enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenges with a successful team.
Hardworking and reliable employee with strong ability in problem solving and selling. Offering positive attitude, great customer service and good problem solving skills.
Overview
8
8
years of professional experience
Work History
Case Consultant
Western And Southern Life
02.2022 - 07.2023
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Assist clients and agents with understanding and maintaining policies
- Created a ONE NOTE (training guide) for the phone team
- Took inbound and outbound phone calls
- Process financial transactions (automated and manual)
- Assist team members in group chat if they need assistance helping client or agent
- Meet goals such as ACW, Quality, Calls Per Hour etc.
- Always met Quality and ACW goal
- Analyzed problematic areas to provide recommendations and solutions.
Financial Advisor
Fidelity Investments
11.2020 - 06.2021
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Processed financial transactions
Service to Solutions
Fifth Third Bank
11.2018 - 11.2020
- Take inbound calls and also online chats from 5/3 customers assisting with deposit and credit card accounts as well as internet issues. Once I service the customer a product or service must be offered that will benefit the customer and give them a better banking experience; such as a savings account or internet/mobile banking. An achievement I've received was being number 1 on my team being 300% to goal. 300% is going above and beyond. In service to solutions 75% to goal is the requirement that must be reached.
- Cultivated strong relationship with customers while fostering positive business image.
- Maintained client satisfaction ratings by offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges.
- Train new hires/Team Lead
- Consulted with customers to determine best methods to resolve service and billing issues.
- Worked with managers to develop service improvement initiatives.
- Educated customers on special pricing opportunities and company offerings.
CNA
Brookdale Senior Living
08.2015 - 09.2018
- Responded to patient alarms and needs-assessment requests to identify course of treatment.
- Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
- Collaborated with interdisciplinary healthcare teams to provide high-quality patient care.
- Lead CNA
- Set schedules
- Train new hires
- Worked front desk/ greet guests
- Input patient information into system
- Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
Education
BBA - Business Administration-Marketing
Northern Kentucky University
Highland Heights, Kentucky04.2026
Skills
- Customer service experience
- Customer service oriented
- Active listener
- Fast learner
- Computer savvy
- Report creation
- Sales expertise
- Microsoft Office expertise
- Adaptive team player
- High-energy attitude
- Problem-solving abilities
- Leader
- Processing
- Financial Transactions
- Issue Resolution
- Honesty and Integrity
Timeline
Case Consultant
Western And Southern Life
02.2022 - 07.2023
Financial Advisor
Fidelity Investments
11.2020 - 06.2021
Service to Solutions
Fifth Third Bank
11.2018 - 11.2020
CNA
Brookdale Senior Living
08.2015 - 09.2018
BBA - Business Administration-Marketing
Northern Kentucky University
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