Chanpreet Kaur

• Managed workload and assigned tasks to team members to meet project deadlines.
• Coordinated scheduling and training of support service representatives.
• Monitored, tracked, and reported on customer projects and support metrics.
• Participated in developing and promoting Customer Success and Customer Experience initiatives.
• Oversaw office management, maintenance, and organization for efficient operations.
• Scheduled meetings, updated calendars, and coordinated travel arrangements.
• Organized materials for meetings and conference calls, taking detailed notes.
• Handled phone inquiries, directing calls to appropriate staff.

• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
• Check to ensure that appropriate changes were made to resolve customers' problems.
• Interact with multiple clients, internal and external.
• Consult and provide technical assistance to clients by providing accurate and timely resolutions regarding customer issues (misapplied payments, flexes, waivers, hierarchy maintenance, reinstatements etc)
• Educating clients in relation to Corporate Card policies and procedures.
• Managing requests relating to card issuance, multiple forms of account maintenance, document preparation, guarantee of payment processes, and all servicing aspects for new or existing account setups.
• Communicates effectively, both orally and written to identify and document necessary information
• Responsible for successfully managing relationships between operations teams and Corporate Card clients.

• Prioritizes work as required in order to effectively respond to client needs

• Demonstrates sound understanding of client plan provisions by asking questions and responding to client needs in a timely fashion

• Ensures knowledge of client plan provisions and supporting documentation is current and updated

• Follows all predefined procedures, adheres to all the process guidelines and ensures that performance parameters are met and/ or exceeded against SLA targets

• Participates & contributes in daily huddles and status meetings

Ensures on-time and accurate delivery of all tasks as per Service Level Agreements