Danilo Ercole
Drexel Hill,PA
Summary
Result-driven financial professional with strong background in customer service. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
5
5
years of professional experience
Work History
Client Relationship Associate
Vanguard
09.2022 - Current
- Partner with clients via inbound calls to assist with a wide range of financial inquiries, from investment transactions to account funding/disbursements.
- Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions.
- Collaborate with internal departments through various strategic initiatives to continuously improve the client and crew experience.
- Consistent ratings of +90% in all metrics including call quality and client satisfaction.
- Point of contact for department's new employees for inquiries about transactional procedures.
- Covered during calls all regulatory requirements to help protect Vanguard from any financial liability.
Shift Supervisor
Brothers Pizza
10.2018 - 08.2020
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Responded to and resolved customer questions and concerns.
- Completed cash and credit card transactions accurately using POS software.
- Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
Education
Bachelor of Science - International Business
Saint Joseph's University
Philadelphia, PA12.2021
Associate of Arts - Business Administration
Delaware County Community College
Media, PA12.2019
Skills
- SIE
- Series 6
- Series 63
- Microsoft Office
- Customer Service
- Bilingual English/Italian
Timeline
Client Relationship Associate
Vanguard
09.2022 - Current
Shift Supervisor
Brothers Pizza
10.2018 - 08.2020
Bachelor of Science - International Business
Saint Joseph's University
Associate of Arts - Business Administration
Delaware County Community College