Summary
Overview
Work History
Education
Skills
Timeline
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Ashley Smith

Council Bluffs

Summary

Dynamic Client Manager with a proven track record, excelling in client services and strategy development. Leveraged strong interpersonal skills to build lasting relationships, resulting in increased client satisfaction. Demonstrated financial acumen by delivering tailored solutions, enhancing client retention, and driving business growth through proactive engagement.

Overview

7
7
years of professional experience

Work History

Client Manager

Fiserv
10.2023 - Current
  • Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
  • Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.

Personal Banker

Cobalt Credit Union
01.2020 - 08.2022
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Customer Service Representative

Streck
03.2018 - 01.2020
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Education

Abraham Lincoln
Council Bluffs, IA

Skills

  • Client services
  • Team oversight
  • Strategy development
  • Financial acumen

Timeline

Client Manager

Fiserv
10.2023 - Current

Personal Banker

Cobalt Credit Union
01.2020 - 08.2022

Customer Service Representative

Streck
03.2018 - 01.2020

Abraham Lincoln

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Ashley Smith