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Lisa Updike

Customer Service Agent/Manager

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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.
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Experience
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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
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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
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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
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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
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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
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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
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San Jose State University
Aug 1985 – May 1989
Business: Finance and Accounting