Motivated astute professional that is driven to exceed expectations in all areas. Successful at managing multiple priorities with a positive attitude. Quality and service-oriented manager. Looking for position of increased responsibility.
Overview
14
14
years of professional experience
Work History
Account Manager
Wolters Kluwer
10.2023 - Current
Delivered prompt and professional service to customers (Small Businesses, Law Firms, or Corporations) through verbal and written communications
Provided consultative customer service; help to determine customer goals, compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to corporate legal compliance
Managed projects, organized and prioritize high volumes of requests utilizing SalesForce and other internal systems to ensure timely and accurate response to customers
Managed customer escalations and worked across Customer Service functions to complete or resolve customer requests
Developed and maintain positive working relationships with customers and other key partners
Retention Specialist
Comcast NBC Universal
09.2014 - 03.2019
Saved and retained Comcast customers by identifying reasons for request to disconnect by overcoming concerns in an effort to retain customers.
Resolved customer complaints/concerns through active listening, empathy, and professionalism.
Aligned products and features and benefits, and pricing, to the need of the customer.
Supported other lines of business as the call volume dictated.
Developed and maintained up-to-date knowledge of products, programming, and marketing campaigns in order to effectively sell or upgraded services.
Private Banker
JP Morgan Chase
11.2009 - 09.2013
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Proactively made outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship.
Provided broad base of services, including deposit-based, credit, investment and fee-based products with the goal of acquiring 100% of the customer's business.
Achieved personal production goals by expanding existing relationships and acquiring new business by utilizing effective calling techniques and leveraging bank products and services.
Interfaced with Commercial Business, Insurance, and Investment Partners to ensure on-going communication with regard to existing and future customer needs.