Bachelor of Science in Commerce Major in Banking and Finance
Immaculate Conception College
Hello, I am Arlene your “Amazing Virtual Assistant”
Immaculate Conception College
• Support customers with inquiries on financial products and services
• Identify ways to improve customer experience within established procedures
• Perform routine customer support tasks by responding to and resolving customer inquiries and
complaints
• Receive direction from customer service supervisor
• Escalate questions and issues to more experienced representatives
• Interact with immediate customer service team as well as internal and external customers on
incoming questions and concerns
• Responsible for the quality and integrity of the Change Management process.
• Implement strategies for effecting change, controlling change, and helping people to change.
• Schedule and costs. Anticipate and resolve complex or difficult risks / issues in a timely and
effective manner. Manage the relationship with the client and key stakeholders.
Reaching out to property owner via phone call if they want to sell their house.
Maintaining communication with leads to keep them engaged and informed about market
trends, new listings, and other relevant information.
Assessing the readiness and motivation of leads to determine if they are serious about buying or
selling property.
Scheduling meetings for real estate agents with qualified leads.
Engage potential clients and generate leads to the company.
-Medical Faxes and Prescriptions assigned to patients records.
-Gathering and filing patient information, medical records and Doctors Prescription assigned to designated doctor or send Prescriptions to the Pharmacy for refill.
-Mail reports, invoices and memes, Schedule appointments and send appointment reminders and make follow up calls to generate email.
Reach out potential to clients and schedule an appointment to introduce company services.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.