Lisa Updike, Customer Service Agent/Manager

About

I enjoy a fact paced work load with varied responsibilities. I have a very flexible availability. My more than 15 years customer service experience of customer facing, call center and live chat allows me to pull from all that knowledge to provide exceptional service.

Experience

H & R Block

Jan 2019 – Apr 2019

Salem OR

Customer Service Professional

Inbound calls and in office: making appointments, questions, payments and other customer service functions

H & R Block

Dec 2016 – Apr 2017

Beaverton, OR

Customer Service Professional/Seasonal Administrative Assistant

Assisted onboarding of seasonal tax office employees Inbound calls and in office: making appointments, questions, payments and other customer service functions

H & R Block

Jan 2017 – Apr 2017

Beaverton, OR

Seasonal Administrative Assistant/Customer Service Professional

Assisted onboarding of seasonal tax office employees Inbound calls and in office: making appointments, questions, payments and other customer service functions

H & R Block

Dec 2015 – Apr 2016

Beaverton, OR

Customer Service Professional/Seasonal Administrative Assistant

Assisted onboarding of seasonal tax office employees Inbound calls and in office: making appointments, questions, payments and other customer service functions

H & R Block

Jan 2011 – Jun 2013

San Jose, CA

Seasonal Administrative Assistant/Customer Service Professional

Support for 16 office district by assisting management, maintaining current information, recommend changes, provide information and reports and following standard practices and procedures, office set-up and tear-down. Completed onboarding procedures for 300 seasonal tax office employees every year. Inbound calls and in office: making appointments, questions, payments and other customer service functions

Butte Community Bank

May 2006 – Jan 2008

Chico, CA

Customer Relations Agent

Answer inbound customer service calls. Assisting with all aspects of banking related questions (accounts, loans, online banking, bank card, etc), transfer calls to other bank personnel as needed Handled assigned closed signature cards, returned mail, and follow-up on stop payments Increased overall service level after analyzing and charting of statistical tracking of call center data and developed schedule changes based on call history and estimating of future call volume Acted as senior/lead agent: managed Live Chat program including all training for program

Education

San Jose State University

Aug 1985 – May 1989

Business: Finance and Accounting

Lisa Updike

Customer Service Agent/Manager

Skills

Languages