Summary
Overview
Work History
Education
Skills
Timeline
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Anthony Criddell

Covingston,GA

Summary

Entrepreneurial and energetic Relationship Manager with 14 years of experience in private banking and financial services industry. Proactive in developing new business, providing exceptional level of customer service and relationship building. Strong history of client acquisition and providing individualized B2B solutions.

Overview

16
16
years of professional experience

Work History

Client Relationship Manager.

Tidal Commerce
11.2023 - Current
  • Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
  • Developed strong rapport with clients through consistent follow-up and attention to detail.
  • Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
  • Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
  • Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
  • Negotiated contracts with clients to secure long-term partnerships while safeguarding company interests.
  • Identified opportunities to cross or up-sell [Product or Service] and communicated customer needs to appropriate team.
  • Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
  • Assessed client needs and developed plans to adequately address current and future objectives.
  • Collaborated with internal teams to resolve client issues quickly and efficiently.
  • Coordinated closely with sales teams to support the pursuit of new business opportunities within existing accounts.
  • Addressed and resolved customer complaints and issues to improve satisfaction.
  • Served as primary point-of-contact for questions or concerns from clients during ongoing projects.
  • Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.

Merchant Credit Card Account Executive - 1099

SpotOn
11.2019 - 11.2023
  • Present, promote, and sell merchant processing products specifically cash-discount/dual pricing using solid arguments to existing and prospective customers
  • Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
  • Establish, develop, and maintain positive business and customer relationships
  • Cold calling, B2B door-to-door, Virtual presentations, Tele-sales.
  • Enhanced customer satisfaction by providing exceptional service and product knowledge.
  • Performed regular competitor analysis to stay informed about industry trends and adjust strategies accordingly.
  • Utilized excellent communication skills to resolve customer complaints promptly and professionally.
  • Streamlined inventory management tasks for increased efficiency and accuracy.
  • Adapted quickly to changing market conditions, maintaining competitive pricing and product offerings.
  • Built relationships with customers and community to establish long-term business growth.
  • Managed accounts to retain existing relationships and grow share of business.
  • Developed compelling presentation decks to gain approval for ideas and communicate results.

Merchant Cash Advance and Equipment Finance - 1099

Mom & Pop Business Funding
05.2018 - 11.2023
  • Merchant Cash Advance / Working Capital / Business Funding industry
  • Extensive phone Experience
  • Business funding and working capital product knowledge
  • Research businesses to see if they would be a potential client in need of my services
  • Cold call, email, and in-person B2B prospect, with business owners offering working capital and other funding options
  • Negotiate funding amounts and terms with business owners/decision-makers
  • Quickly make contact with warm leads
  • Provide the following solutions: -Unsecured Business Loans -Working Capital Finance -Equipment Finance -Line of Credit -Merchant Cash Advance -Bridge Loans -Loan Consolidation.
  • Enhanced customer satisfaction by providing exceptional service and product knowledge.

Independent Insurance Broker Agent

Criddell & Associates
01.2010 - 07.2017
  • Build and maintain a client base; keep clients informed about products and services for, but not limited to, life and health insurance
  • Provide knowledgeable financial guidance to clients to ensure that their retirement is customized to their financial needs
  • Aid the underwriter in assessing risk by evaluating all factors using detailed information from prospective to help minimize loss
  • Follow through with underwriting to be sure that client applications are being processed in an effective and timely manner
  • Maintain contact with existing clients on an ongoing basis to determine whether their financial needs have changed
  • Cold call potential clients based on acquired leads, client referrals and web inquiries
  • Telesales, Virtual sales.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Coordinated with carriers during claim resolution processes to ensure fair settlements for insured parties as quickly as possible.
  • Utilized strong negotiation skills to secure favorable pricing structures for both individual policies and group plans offered through employer-sponsored programs.
  • Educated prospective clients on the benefits of various insurance products to facilitate informed decisionmaking.
  • Built long-lasting relationships with clients through consistent communication and exceptional customer service.
  • Facilitated smooth policy transitions for clients experiencing life changes, such as marriage, divorce, or the birth of a child by adjusting coverage levels accordingly.
  • Consistently exceeded sales targets and earned recognition within the agency for outstanding performance in new business development.
  • Maintained detailed records of all client interactions, policy updates, and renewal information for seamless account management.
  • Provided ongoing support to existing clients by addressing inquiries, resolving concerns, and assisting with claims processes when necessary.

Legal Process Server/Contractor

ProVest LLC
09.2008 - 01.2015
  • Serve court orders and processes, such as summonses and subpoenas
  • Receive papers to be served from the magistrate, court clerk, or attorney
  • Locate persons to be served, using telephone directories, state, county, and city records, public utility records, deliver documents
  • Record time and place of delivery
  • Deliver general messages and documents between courts and attorneys.
  • Provided proof of service in form of affidavit.
  • Received papers to be served from attorneys, court clerks, and magistrates and printed out papers.
  • Upheld ethical standards by maintaining confidentiality of sensitive client information at all times.
  • Achieved high success rate in locating hard-to-find individuals through diligent research efforts using public records databases and other resources.
  • Optimized route planning to maximize productivity while minimizing travel time between service locations.
  • Maintained detailed records of service attempts, ensuring accurate reporting and successful case resolutions.
  • Researched defendants' schedules, social media, and analyzed personal records to locate defendants.
  • Ensured compliance with state regulations through proper completion of affidavits and other required documentation.
  • Developed strong rapport with courthouse staff and local authorities, facilitating efficient coordination for legal requirements fulfillment.
  • Reduced errors in paperwork by meticulously reviewing documents prior to service attempts.
  • Demonstrated adaptability in meeting diverse client needs, effectively managing multiple assignments simultaneously.
  • Expanded knowledge of local jurisdictions and court procedures, leading to increased success rates for process serving tasks.

Education

Social Sciences -

Mercer County Community College
Trenton, NJ
12.1996

Skills

  • Management
  • CRM Software
  • Business Development
  • Presentation Skills
  • Door-to-Door Experience
  • Process Improvement
  • Outside Sales
  • Negotiation
  • Account Management
  • Tele-sales (8 years)
  • B2B Sales
  • Administration
  • Highly organized and effective even in high-pressured environments
  • Proficient in MS Office Suite of Applications
  • Handles claims investigation with attention to detail and thorough documentation
  • Merchant Cash Advance ISO- 01/2017 to Present experience in the Merchant Cash Advance / Working Capital / Business Funding industry
  • Extensive phones Experience
  • Business funding and working capital product knowledge
  • Problem solver able to help client solve their needs
  • Provide following solutions: -Unsecured Business Loans -Working Capital Finance - Equipment Finance -Line of Credit -Merchant Cash Advance -Bridge Loans -Loan Consolidation
  • Merchant Credit Card Processing B2B Sales (5 years)
  • Workers' Compensation
  • Market Research
  • Risk Analysis
  • Credit Analysis
  • Sales Management
  • Market Analysis
  • Cold Calling
  • Insurance Sales
  • Underwriting
  • Research
  • Risk Management
  • Business Analysis
  • Pricing
  • Salesforce
  • Customer Engagement
  • Relationship building and management
  • Business growth strategies
  • Client Needs Assessment
  • Client Retention Strategies
  • Client satisfaction-driven
  • Contract Negotiation
  • Interpersonal and client communications
  • Effective negotiation
  • Consultative support
  • Opportunities Identification
  • Schedule Management
  • Conflict resolution skills
  • Presentation Development
  • Up-selling and cross-selling techniques
  • Relationship cultivation and retention
  • Problem-solving aptitude
  • Workforce Management
  • Customer Relations
  • Sales proficiency
  • Training programs

Timeline

Client Relationship Manager.

Tidal Commerce
11.2023 - Current

Merchant Credit Card Account Executive - 1099

SpotOn
11.2019 - 11.2023

Merchant Cash Advance and Equipment Finance - 1099

Mom & Pop Business Funding
05.2018 - 11.2023

Independent Insurance Broker Agent

Criddell & Associates
01.2010 - 07.2017

Legal Process Server/Contractor

ProVest LLC
09.2008 - 01.2015

Social Sciences -

Mercer County Community College

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Anthony Criddell