Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic
Paulina Furlong

Paulina Furlong

Carlisle,Cumbria

Summary

Customer Service Advisor with extensive experience in managing customer interactions across various channels. Expert in financial services including account management and payment processing. Bilingual in Polish and English, with strong communication skills and proficiency in Microsoft Office Suite. Background as Personal Banker and Receptionist enhances expertise in cash handling and administrative functions.

Overview

22
22
years of professional experience
1
1
Certification

Work History

CUSTOMER SERVICE ADVISOR

LLOYDS BANKING GROUP
Carlisle, Cumbria
2007.01 - Current

Joined LBG in Carlisle Branch in customer-facing role, greeting customers, assisting with general enquiries, and arranging referrals to specialist team for complex needs.

Other duties included working behind the cash counter where I was processing invoices, utility bills, other types of payments, arranging large cash withdrawals and deposits for personal and business clients.

My career progressed further to a Personal Banker job role, where main duties included managing own diary by calling clients and offering them a financial review. Financial needs meetings included discussing opening packaged and non-packaged current accounts for new and existing clients, discussing saving needs, arranging overdrafts, credit cards and home insurance products, arranging referrals to wealth management and further lending and protection needs.

Maintained cashier skills by filling in during lunch breaks and holidays.

Transitioned to Customer Service Advisor role in PhoneBanking during Covid, resolving customer banking enquiries, arranging payments, capturing future savings instructions, recording safe custody arrangements, and referring customers to relevant departments based on emerging needs.

I also dealt with customer complaints and strove to resolve them at first point of touch.

Delivered all duties in line with up-to-date training and adhered to bank policies and procedures.

RECEPTIONIST

CROWN AND MITRE HOTEL
Carlisle, Cumbria
2006.06 - 2007.01

Duties included allocating future booking in accordance with outlined specifications. Also warmly welcoming guests, informing them of the hotel facilities, providing them with full information regarding accommodation and fulfilling other hospitality needs such as discussing meal plans, dietary needs.

Administrative duties included creating customer records, invoices, expenses allocations to third parties, settling outstanding bills upon checkout process. Other duties included taking and making calls, communicating messages with other departments , taking restaurant generated daily revenue and completing daily revenue reconciliations.

preparing banking paying in slips and counting up cash for daily banking.

WAITRESS

CROWN AND MITRE HOTEL
Carlisle, Cumbria
2004.06 - 2006.06

Took meal orders, delivered them to customers promptly, checked for feedback, and fulfilled customer needs to enhance their experience. Maintained ongoing communication with other departments, particularly the kitchen, and provided relevant updates. Shared billing updates with the reception team to ensure accurate guest invoices.

  • Kept dining area tidy, clearing tables and resetting them for new guests in a timely manner.
  • Delivered meals and beverages promptly, ensuring orders were correct and met customer satisfaction.
  • Delivered friendly and fast service to process high-volume food and drink orders at peak times.

Education

Bachelor of Business Administration - Business and Management

Northumbria University
Carlisle Campus
2006-01

Skills

  • Outstanding customer service with professionalism and empathy,

handling complaints fairly and with compassion

  • Accurate customer data entry, processing payments and refunds
  • Excellent communication skills-verbal or written
  • Cash handling, card processing
  • Bilingual (polish and english fluency level)
  • Knowledge in using Microsoft Word, Outlook, Excel, PowerPoint, Teams app
  • Telephone system-Avaya- call transfer, warm handover, 3 way calls
  • usage of Workday, ability to manage own personal data, skills and record of mandatory training and performance/development plan

Languages

English
Proficient
C2
Polish
Proficient
C2

Certification

  • Accredited Accounting Technician Level 4 Diploma completed in July 2013
  • Driving Licence

Timeline

CUSTOMER SERVICE ADVISOR

LLOYDS BANKING GROUP
2007.01 - Current

RECEPTIONIST

CROWN AND MITRE HOTEL
2006.06 - 2007.01

WAITRESS

CROWN AND MITRE HOTEL
2004.06 - 2006.06

Bachelor of Business Administration - Business and Management

Northumbria University
Paulina Furlong