Summary
Overview
Work History
Skills
Awards
Timeline
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Dana Hisatake

Lacey,WA

Summary

Dedicated Customer Service Sales Representative with a proven track record of ensuring customer satisfaction and supporting company growth. Successful in building strong client relationships and consistently exceeding sales targets. Recognized for reliability, strong work ethic, and exceptional skills in time management and prioritization.

Overview

25
25
years of professional experience

Work History

Relationship Banker

Bank of America, NA
Olympia, WA
01.2022 - 02.2026
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Processed customer payments and account setup charges.
  • Presented new and additional products and services to existing customers.

Client Service Representative II

Bank of America N.A.
Phoenix, AZ
09.2008 - 12.2021
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Met customer call guidelines for service levels, handle time and productivity.

Customer Service Sales Representative

Countrywide Home Loans
08.2006 - 09.2008
  • Addressed customer home loan inquiries in a timely and accurate fashion.
  • Give accurate and appropriate information to answer questions, troubleshooting issues, and resolving complaints.
  • Promoted home loan products and services effectively, receiving numerous top sales awards.
  • Assisted in the training of newly hired employees.

Customer Service Representative

Federal Express, Inc.
Phoenix, AZ
04.2001 - 08.2006
  • Managed customer inquiries regarding package shipment and tracking.
  • Maintained top-tier performance in driving sales lead acquisition.
  • Addressed customer issues to ensure satisfaction.
  • Provided customers with tech support for FedEx website.

Skills

  • A clear and confident telephone manner
  • Ability to communicate effectively and excellent at gaining the trust of a wide range of customers
  • Proven aptitude with dealing with customer complaints
  • Highly motivated team player who works well with others
  • A positive inspiring co-worker
  • Exceptional ability to identify and act upon potential sales opportunities
  • Experience of working in a busy call center environment

Awards

  • Top sales leads for various months from 2006 to 2021
  • Customer satisfaction scores various years from 2006to 2025

Timeline

Relationship Banker

Bank of America, NA
01.2022 - 02.2026

Client Service Representative II

Bank of America N.A.
09.2008 - 12.2021

Customer Service Sales Representative

Countrywide Home Loans
08.2006 - 09.2008

Customer Service Representative

Federal Express, Inc.
04.2001 - 08.2006
Dana Hisatake