Anthony Johnson
Queen Creek,AZ
Summary
Results-driven professional with extensive experience in task execution and team collaboration. Expertise in problem-solving and maintaining high-quality work standards. Proven ability to adapt quickly to fast-paced environments while prioritizing tasks to meet deadlines. Strong communicator known for building relationships and consistently delivering reliable results.
Overview
9
9
years of professional experience
Work History
Life Services Financial Solutions Representative
Bank of America
Chandler, Arizona
02.2025 - Current
- Delivered high-touch customer service by addressing complex account inquiries, applying knowledge of financial products, banking services, and planning to educate clients on value-added opportunities.
- Conducted proactive client outreach using client-focused call flows to cultivate long-term relationships and identify opportunities to connect clients with licensed Financial Services Advisors (FSAs).
- Assessed incoming client requests and seamlessly referred specialized wealth management needs to internal specialists.
- Managed the end-to-end wealth transition process through targeted inbound and outbound communication, accurate document processing, and distribution review/handling.
- Executed complex client disposition instructions across specialized account scenarios, including multi-beneficiary distributions and unique account structures.
- Leveraged computer application skills (Microsoft Office) and financial product knowledge to maintain precise records and execute administrative requirements.
- Served as the primary case owner for high-priority, white-glove, and formal complaint-level cases requiring intensive, high-touch support from intake through final resolution.
- Partnered closely with resolutions and executive complaints teams, Operations, Legal, and specialized internal departments to investigate root causes, resolve complex roadblocks, and ensure regulatory alignment.
- Provided hands-on white-glove guidance to de-escalate high-tension client concerns, delivering proactive status updates and clear timeframes to restore trust and safeguard key relationships.
Direct Account Manager
isolved
Phoenix, Arizona
11.2023 - 07.2024
- Exceeded monthly sales goals by conducting targeted discovery meetings and implementing strategic account planning.
- Managed a diverse account portfolio, conducting regular strategic reviews to drive client success, exceed satisfaction metrics, and maintain high retention rates.
- Developed customized account plans and delivered proactive support to anticipate client needs and resolve issues promptly.
- Partnered with Sales Engineers to deliver tailored product demonstrations aligned with specific client business needs.
- Collaborated with Customer Support teams to identify, nurture, and close expansion and upsell opportunities.
- Negotiated contract terms to establish high-value agreements that benefited both clients and the company.
- Updated CRM records, managed daily/weekly sales forecasts, and tracked account activity to ensure accurate reporting.
Inside Sales Account Executive
ZipRecruiter
Tempe, Arizona
02.2021 - 11.2023
- Managed a pipeline of over 70 accounts, conducting 20-30 outbound dials and emails daily.
- Established strong relationships with new prospects, leading to increased revenue growth opportunities.
- Recommended optimal hiring strategies based on identified customer requirements.
- Assisted customers via inbound calls to identify hiring strategies and improvement needs.
- Ensured comprehensive product knowledge to optimize customer service and sales outcomes.
- Worked closely with leadership and teams to refine customer service experiences and meet objectives.
- Engaged in proactive team efforts to enhance sales techniques through collaboration.
Home Preservation Specialist
Wells Fargo
Chandler, Arizona
07.2020 - 02.2021
- Executed financial interviews with customers to activate retention files and enhance customer retention.
- Maintained comprehensive pipeline, ensuring consistent biweekly communication with customers.
- Monitored follow-up calls to support customers during the retention review process.
- Handled inbound and outbound calls, assessing and addressing customer needs effectively.
- Collaborated with underwriters to provide optimal resolutions tailored to individual customer needs.
- Worked collaboratively within a team to meet departmental metrics and objectives.
- Remained informed on updates regarding investor procedures and business guidelines.
Purchasing Coordinator I
Isagenix Int. LLC
Gilbert, Arizona
07.2019 - 05.2020
- Coordinated communication with third-party manufacturers, ensuring accuracy of purchase orders and reporting.
- Resolved errors in purchase orders to facilitate timely vendor fulfillment.
- Processed new pricing for active and new SKUs from buyers, ensuring all data was current before system uploads.
- Ensured accuracy of all information in weekly and daily reports, reflecting correct inventory levels and RTS dates.
- Collaborated with quality assurance teams to resolve certificate of analysis issues tied to purchase orders.
- Partnered with inventory and planning departments to confirm timely delivery schedules for new product launches.
- Collaborated on ticket order processes to rectify accounting, invoicing, and inventory discrepancies.
- Attended weekly internal and external production meetings to drive alignment across teams.
Claims Associate
State Farm
Tempe, Arizona
10.2018 - 07.2019
- Handled 50 to 75 inbound calls daily, ensuring quality customer service and effective issue resolution.
- Researched police reports and witness statements to assess liability effectively.
- Worked with team members to consistently meet and exceed departmental objectives.
- Achieved key performance metrics to support department goals.
- Executed tasks to resolve claims efficiently and within established timelines.
- Coordinated with insurance carriers to gather relevant information for claim resolution.
Titles Coordinator
DriveTime
Mesa, Arizona
06.2017 - 10.2018
- Managed allocation and tracking of titles for requested stores in system.
- Sorted car titles into regional allotments to optimize distribution efficiency.
- Collaborated with team to dispatch titles as requested, enhancing overall operational flow.
- Verified title accuracy to eliminate potential sending errors.
- Analyzed pull reports to identify title needs by location, ensuring timely availability.
- Executed completion and assignment of ticketing work orders effectively.
Education
High school diploma -
Red Mountain High School
Mesa, AZNo Degree -
Maricopa Community Colleges - Mesa Community College
Mesa, AZSkills
- Client relations
- Project management
- Strategic planning
- Relationship management
- Workflow optimization
- Problem solving
- Effective communication
- Attention to detail
- Team collaboration
- Multitasking abilities
- Decision making
- Critical thinking skills
Timeline
Life Services Financial Solutions Representative
Bank of America
02.2025 - Current
Direct Account Manager
isolved
11.2023 - 07.2024
Inside Sales Account Executive
ZipRecruiter
02.2021 - 11.2023
Home Preservation Specialist
Wells Fargo
07.2020 - 02.2021
Purchasing Coordinator I
Isagenix Int. LLC
07.2019 - 05.2020
Claims Associate
State Farm
10.2018 - 07.2019
Titles Coordinator
DriveTime
06.2017 - 10.2018
High school diploma -
Red Mountain High School
No Degree -
Maricopa Community Colleges - Mesa Community College