Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about financial practices and documentation requirements.
Overview
16
16
years of professional experience
Work History
Account Specialist
JPMorgan Chase
Lake Mary, FL
12.2021 - Current
Obtained pricing deals, negotiated contracts and solidified beneficial agreements.
Prospected for new customers in target areas or demographics to bring in new business.
Set up new customer accounts and updated existing profiles with latest information.
Adhered to standards of quality and service as well as all compliance requirements.
Completed routine and complex account updates to resolve problems.
Reviewed account activity to assess financial status and evaluate discrepancies.
Motivated team members to meet and exceed sales targets.
Worked independently with minimal supervision.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Built relationships with customers and community to promote long term business growth.
Contributed to team objectives in fast-paced environment.
Met or exceeded sales, customer service and loyalty program standards.