Bill Greene
Rock Hill,SC
Summary
Results-driven financial services professional with experience in client engagement across sales and academia. Demonstrated success in commercial lending, retail banking, and personal mortgage sales, effectively supporting sales teams to drive growth. Highly customer-focused, committed to enhancing satisfaction through exceptional service delivery, and positive outcomes. More than five years' experience working independently in a remote environment.
Overview
20
20
years of professional experience
Work History
Payroll Implementation Specialist
Insperity
02.2023 - 03.2025
- Streamlined client onboarding for diverse company structures across multiple states, ensuring seamless and timely payroll service implementation, leading to an increase in client satisfaction
- Analyzed and processed complex payroll data with precision, facilitating timely distribution of payroll reports and ensuring compliance with multi-state payroll laws
- Fostered strong relationships with department management and internal teams, contributing to initiatives that enhanced regionwide client retention
- Resolved customer escalations by actively listening to their concerns, conducting thorough research, and providing clear and concise written responses, resulting in a consistent increase in customer satisfaction
Payroll Implementation Specialist
Paychex
04.2022 - 08.2022
- Led Paychex client onboarding, improving their Paychex Flex platform use and ensuring SLA compliance
- Ensured smooth transition to permanent payroll service, enhancing client satisfaction and processing efficiency
- Worked with internal teams and sales partners, maintaining Paychex product knowledge and supporting client onboarding remotely
Payroll Specialist
ADP
02.2016 - 08.2021
- Partnered with clients to research and provide solutions in the areas of multi-state payroll processing, payroll taxes, and human resources
- Served as liaison with assigned HR Business Partners and departmental Centers of Expertise (COE) in projects related to payroll integration
- Activities resulted in timely resolution of payroll processing issues including time reporting, PTO accruals, direct deposit, deductions, deferred compensation (401K), and garnishments
Enrollment Advisor
University of Phoenix
08.2014 - 07.2015
- Enhanced student enrollment and degree completion processes, contributing to a streamlined experience for both undergraduate and graduate programs, by meticulously coordinating and advising on program requirements, improving efficiency
- Conducted personalized student appointments to identify educational goals and match them with suitable program offerings, improving student satisfaction and program fit, resulting in an increase in student retention
- Facilitated a comprehensive understanding of the financial aid process among prospective students, ensuring informed decision-making and increasing successful aid application rates
Branch Manager
SunTrust Bank
03.2005 - 02.2014
- Spearheaded the management of a $40M service branch, achieving consistent revenue growth by strategically acquiring new business and developing the client base, surpassing branch performance goals
- Championed team engagement and performance, leading to an increase in target achievement through dynamic leadership, training, and coaching
- Cultivated partnerships with internal departments, enhancing product knowledge and cross-functional collaboration, resulting in improved operational efficiency
Education
Master - Business Administration and Management, Finance
University of Phoenix
Bachelor of Science - Business - Finance
University of Phoenix
Skills
- Attention to detail
- Customer service expert
- Customer needs assessment
- Remote support
- Decision-making
- Analytical thinking
Affiliations
- Served two years as volunteer Cultural Arts Board Member for City of Roswell, Georgia
Outside of work
- Avid reader of crime fiction
- Cook when I can, what I can
References
References available upon request.
Timeline
Payroll Implementation Specialist
Insperity
02.2023 - 03.2025
Payroll Implementation Specialist
Paychex
04.2022 - 08.2022
Payroll Specialist
ADP
02.2016 - 08.2021
Enrollment Advisor
University of Phoenix
08.2014 - 07.2015
Branch Manager
SunTrust Bank
03.2005 - 02.2014
Master - Business Administration and Management, Finance
University of Phoenix
Bachelor of Science - Business - Finance
University of Phoenix
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