Carol Watts

• Small Business Consultants partner closely with financial center employees as part of one team that delivers exceptional client care. This role is to acquire and deepen small business relationships through face-to- face meetings.
• Actively connecting with clients through 50 weekly outbound telephone calls and executing consistent follow-up routines to meet their needs.

• Experience with financial information, spreadsheets and financial data skills.

• Experience with in-person customer service and sales.

• Experience working with small business clients to increase revenues by 25%.

• Experience meeting or exceeding goals.

Demonstrated experience and proven success with business to business sales, or small business banking.

• Strong communication skills with ability to effectively influence clients.

• Effective customer service skills with ability to manage full client end-to-end experience and problem resolution.

• Proven sales track record and problem resolution.

• Proven sales track record and able to build productive partnerships and working relationships.

• Experienced with outbound phone sales.

• Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
• Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
• Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
• Reached out, generated appointments and built new relationships to grow business.
• Identified, marketed and recommended bank products and services to achieve individual sales.
• Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
• Identified and reported suspicious patterns of activity to reduce money laundering.
• Maintained friendly and professional customer interactions.
• Counted, verified and handled bank deposits and armored car transactions.
• Executed wire transfers, stop payments and account transfers.
• Handled various accounting transactions.
• Established rapport with new clients to increase satisfaction and loyalty.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.