Darby Woodard
Charlotte,NC
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Summary
Motivated Small Business Specialist with exceptional sales and customer service skills. Solid record of achieving targets by applying knowledge, abilities and superior work ethic toward tackling any challenges. Ready to bring [5]+ years of professional experience and take on a new challenging role.
Overview
4
4
years of professional experience
Work History
Small/Midsize Business Account Specialist
Nelson Connects/Google Fiber
04.2023 - Current
- Independently manage Shape of Uptown Charlotte and South-end to develop new and existing clients and lead opportunities.
- Oversee new leads in Salesforce adding and logging client data, creating new accounts for sign up.
- VIP client treatment in professional settings to result in new business relationships
- Submit new in SHAPE properties for "City Licensed" AA legal approvals
- Cultivated strong professional relationships with key business clients to drive long-term business development.
- I account for over 279 properties locally
Senior Commercial Small Business Rep
Wells Fargo
01.2022 - 03.2023
- Review requested documents and Application for opening New Business Accounts
- Complete introductory welcome call with client verifying business documentation and sending documents via DocuSign
- Verify Entity is in good standing via Secretary of State Websites
- Run Risk and Authorization Credit Checks via SVP Systems
- Submit Applications to CCOS for Open Account Review Acceptance
- Metrics Scores: 97% Application and Account Opening Rate with a 23% increase in Department Application Approvals for New Small Business Owners in the last 3 months
Retirement Specialist
Wells Fargo
01.2020 - 01.2022
- Processed Request and Maintained accounts and procedures, and Call Answering
- Assisted customers with login, password resets
- Processed 401k Loans, Withdrawals and Allocation Adjustments
- Screened for Authentication and security measures
- Assistance with Investment changes in Stocks and Bonds
- Explained processing time for Loans and Withdrawal Request
- Process Annual RMDs, Process Annual Opening Enrollments
- Update 401k Accounts and Data Entry
Education
Business Administration & Management – Training Course -
01.2010
High School Diploma -
01.2003
Skills
- Goal Setting and Achievement
- Presentations and Public Speaking
- Lead Generation
- Independently Territory Growth
- Networking Events
- Banking Customer service
- Creative thinking
- Experience with DocuSign, Salesforce, CIV Systems
- Manage client relationships
- Microsoft Excel, Microsoft Word, Teams, Skype, Google Meets
- Virtual Video Presentations and Speaking
https://www.linkedin.com/in/darby-woodard-19625a260/
https://www.linkedin.com/in/darby-woodard-19625a260/
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Small/Midsize Business Account Specialist - Nelson Connects/Google Fiber
04.2023 - Current
Senior Commercial Small Business Rep - Wells Fargo
01.2022 - 03.2023
Retirement Specialist - Wells Fargo
01.2020 - 01.2022
College of Business & Technology - Business Administration & Management – Training Course,
Brighton High School - High School Diploma,
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