Eric Zoldy
Covington,KY
Summary
Results-driven Account Executive with over 3 years of experience in the banking and maintenance industries, specializing in strategic account management and client relationship development. Skilled in customer communication, Salesforce data tracking, and consultative selling to uncover growth opportunities. Successfully optimized and expanded a key client account, generating over $5M in annual revenue through upselling and service expansion. Recognized for building strong, long-term partnerships with stakeholders, and consistently driving regional business growth.
Overview
6
6
years of professional experience
Work History
Account Executive
Divisions Maintenance Group
Cincinnati, OH
10.2023 - Current
- Serve as the primary account executive for a $5M annual revenue client, building a long-term partnership that secured continued growth and retention.
- Expanded client spend by 19% through consultative selling, cross-selling, and identifying new business opportunities.
- Discovered different departments that successfully scaled across multiple business units, opening new revenue streams.
- Established trusted advisor status, resulting in being selected as a preferred vendor for future initiatives.
- Coordinated with internal product and delivery teams to ensure flawless execution, driving 95%+ client satisfaction scores.
- Tracked and analyzed client communications through Salesforce to identify engagement trends and optimize outreach strategy.
Personal Banking Representative
Bank of Rhode Island
Providence, RI
01.2023 - 10.2023
- Effectively communicate with customers in person, and over the phone, to provide an exceptional experience.
- Build rapport with customers and other businesses to help maintain long-term relationships with the bank.
- Made appointments with customers to apply for Home Equity Lines of Credit and other loans.
- Created Excel spreadsheets to effectively track data for consumer and business customers.
- I extended my help to customers at the teller line and transitioned them into my office for more opportunities.
Loan Servicing Assistant
Northwest Community Bank
Canton, CT
05.2021 - 12.2022
- Effectively communicating with customers and insurance agencies over the phone to provide exceptional service.
- Enter and track customer and business data on Excel.
- Communicate as a team and work with others to effectively get work done.
Universal Banker
Northwest Community Bank
Canton, CT
05.2021 - 12.2022
- Effectively communicate with customers in person, and over the phone, to provide an exceptional experience.
- Enter and track customer data efficiently in Insight.
- Build rapport with customers and other businesses to help maintain long-term relationships with the bank.
Banker
People's United Bank
Watertown, CT
06.2019 - 05.2021
- Effectively communicate with customers in person, and over the phone, to provide an exceptional experience.
- Enter and track customer data efficiently.
- Build rapport with customers and other businesses to help maintain long-term relationships with the bank.
Education
High school or equivalent -
Watertown High School
WatertownSkills
- Account management
- Consultative selling
- Salesforce CRM
- Revenue growth strategies
- Client relationship building
- Customer service
- Customer relationship management
- Cross-selling techniques
Timeline
Account Executive
Divisions Maintenance Group
10.2023 - Current
Personal Banking Representative
Bank of Rhode Island
01.2023 - 10.2023
Loan Servicing Assistant
Northwest Community Bank
05.2021 - 12.2022
Universal Banker
Northwest Community Bank
05.2021 - 12.2022
Banker
People's United Bank
06.2019 - 05.2021
High school or equivalent -
Watertown High School
Similar Profiles
Trevor NiehausTrevor Niehaus
Technical Account Manager at Divisions Maintenance GroupTechnical Account Manager at Divisions Maintenance Group
BRITTANY MAYSBRITTANY MAYS
Account Manager at Divisions Maintenance GroupAccount Manager at Divisions Maintenance Group
Ashley EnnekingAshley Enneking
National Sales Account Executive/ Project Management at Divisions Maintenance GroupNational Sales Account Executive/ Project Management at Divisions Maintenance Group
Sophie GormanSophie Gorman
Operations Coordinator at Divisions Maintenance GroupOperations Coordinator at Divisions Maintenance Group
Emma RobinsonEmma Robinson
Registered Nurse, Cardiovascular ICU at The Christ HospitalRegistered Nurse, Cardiovascular ICU at The Christ Hospital