Danielle Dunman
Daytona Beach
Summary
Experienced with strategic planning, sales, management, and team leadership. Utilizes industry knowledge to drive business growth and operational efficiency. Track record of creating and implementing innovative strategies to enhance profitability and productivity.
Overview
14
14
years of professional experience
Work History
Owner/Operator | Accounting | Customer Service
Southern Standard, LLC
11.2019 - Current
- Established in 2019: maintained a successful family owned commercial cleaning business from the ground up. Produced advertising materials to gain local business. Followed up on leads, assessed client needs, and matched with suitable contracted services. Oversaw daily business operations, ensuring adherence to quality standards. Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business. Every client in our book of business has been with us for no less than four years. We focus heavily on personalized service and never hesitate to go above and beyond the scope of work. I will be stepping away from this company if offered a full time career opportunity.
Senior Client Services Representative
Holland Financial
12.2016 - 11.2019
- Managed 300+ Client files including new business pipeline. Worked with advisers and clients to conduct account reviews, life insurance establishment and claims, beneficiary changes, withdrawals, reallocations, account establishment, client signature coordination, database management.
- Continued training and education to stay knowledgeable of different types of accounts, requirements, regulations, laws/statutes.
- Led client onboarding processes, ensuring seamless integration and satisfaction with financial services.
- Mentored junior representatives, fostering professional growth and improving team performance.
- Analyzed client feedback to identify service gaps, implementing improvements for enhanced client experience.
- Managed high-volume client portfolios, ensuring timely responses and accurate information delivery.
- Served as a liaison between clients and internal departments to ensure smooth coordination of requests.
- Delivered consistent results under pressure by prioritizing tasks based on urgency and importance effectively managing workload.
Branch Manager II
Wells Fargo Bank
12.2011 - 11.2016
- I began my career with Wells Fargo as a part time drive-thru teller and worked my way up through various job families within the company, up to Branch Manager II.
- Uncovered sales opportunities through conversations with clients with service requests.
- Followed up on warm hand off leads to discuss needs, details, and close sale.
- Met and exceeded sales goal metrics.
- Lead, managed, and developed a team of direct and indirect reports. Managed risk utilizing company specific policies/procedures and federal regulations.
- Assisted in and responsible for successful annual audits. Made decisions and resolved issues regarding customer and team member experience.
- Completed scheduled ongoing training throughout my entire career. Responsible for meeting and exceeding sales goals. Coached team members to increase performance. Responsible for new hire interviews, onboarding, and training.
- Led branch operations, ensuring compliance with regulatory requirements and internal policies.
- Mentored and trained staff on banking procedures, promoting professional development and skill enhancement.
- Oversaw performance metrics, fostering a culture of accountability and continuous improvement among staff.
- Managed budgetary plans, optimizing resource allocation while maintaining service quality standards.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Set performance benchmarks to facilitate goal setting and track progress towards key targets within sales team.
- Identified opportunities for cross-selling bank products, boosting sales revenue and deepening customer relationships.
- Used CRM to list and track prospective sales in local area, complete in-process sales and update client information.
Education
High School Diploma -
New Smyrna Beach High School
Skills
- Customer relations
- Small business operations
- Sales leadership
- Business administration
- Sales support coordination
- Solutions-based sales
- Bank sales
- Problem-solving
- Sales coaching
- Setting sales goals
- Polished communication skills
- Friendly, positive attitude
- Teamwork and collaboration
Timeline
Owner/Operator | Accounting | Customer Service
Southern Standard, LLC
11.2019 - Current
Senior Client Services Representative
Holland Financial
12.2016 - 11.2019
Branch Manager II
Wells Fargo Bank
12.2011 - 11.2016
High School Diploma -
New Smyrna Beach High School
Similar Profiles
Ginto GeorgeGinto George
Deputy Manager at Standard Carpets Ind. LLCDeputy Manager at Standard Carpets Ind. LLC
Nathaniel PadillaNathaniel Padilla
Assistant Home Inspector at Gold Standard Inspections, LLCAssistant Home Inspector at Gold Standard Inspections, LLC
Leslie MorrisLeslie Morris
Vice President of Sales at Standard Fiber LLCVice President of Sales at Standard Fiber LLC
Keith CrossKeith Cross
QA Engineer at Sentrics LLCQA Engineer at Sentrics LLC
Phupah MayalarpPhupah Mayalarp
Data Collection Systems Assistance at The National Research Council of Thailand (NRCT)Data Collection Systems Assistance at The National Research Council of Thailand (NRCT)