Erin Toole
Sanford,Florida
Summary
Personable professional with exemplary customer service skills. Knowledgeable in tackling issues and concerns with poise. Looking to take a dedicated career as a Customer Service Executive to the next level.
Overview
15
15
years of professional experience
Work History
Client Service Manager
Jason McKernan- Financial Advisor
07.2021 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Took ownership of customer issues and followed problems through to resolution.
- Kept accurate records to document customer service actions and discussions.
- Facilitated new client onboarding process and investment account setup.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Updated spreadsheets and databases to track, analyze, and report on new account or existing account data.
Database Administrator
Jones Lang Lasalle- P&G Account
04.2017 - 07.2021
- Administered, supported, and monitored databases by proactively resolving database issues.
- Trained support staff in site implementation, updating and maintenance procedures.
- Prepared technical documentation for communication to site engineers and media designers.
- Led multiple projects simultaneously, adhering to strict deadlines and producing quality work.
- Managed data analysis and reporting process for thousands of employees.
- Used various statistical methods to analyze data and generate useful business reports.
Retirement Plan Specialist
Fidelity Investments
01.2016 - 04.2017
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Informed clients of strategies for reducing debt and maximizing savings.
- Researched and evaluated potential investment products for clients.
- Implemented exit strategies for clients to transition out of investments.
Commercial Client Advisor
Fifth Third Bank
08.2011 - 01.2016
- Provided technical support during onboarding and conducted training and navigation of commercial banking website.
- Troubleshot detailed technical and operational issues for payroll, taxes, and check scanning services on commercial website.
- Scheduled and facilitated meetings with customers to discuss goals, product needs, and conflicts.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Processed wide variety of banking transactions for commercial customers such as wire transfers, stop payments and account transfers.
- Maintained a dedicated book of 90+ clients.
Sales Supervisor
Best Buy
01.2008 - 08.2011
- Trained new associates on cash register operations, conducting customer transactions, and balancing drawer.
- Opened and closed store independently and prepared nightly bank drop for manager.
- Increased sales by offering advice on purchases and promoting additional products.
- Maintained sales staff by selecting, orienting and training 30 full-time and part-time employees.
- Trained team members in successful strategies to meet operational and sales targets.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Education
High School Diploma -
Seminole State College of Florida
Sanford, FL2005
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Skills
- Creative Solutions
- Customer Relations
- Coaching and Training
- Data Protection
- Customer Relationship Management (CRM) Software
- Technical Support
- Issue Resolution
- Client Issue Resolution
- Process Improvement
- Product Knowledge
- Superior Computer Skills
- Administrative Support
- Time Management
- Data Management
- Exceptional Interpersonal Communication
- Coordinating Service Initiatives
Timeline
Client Service Manager
Jason McKernan- Financial Advisor
07.2021 - Current
Database Administrator
Jones Lang Lasalle- P&G Account
04.2017 - 07.2021
Retirement Plan Specialist
Fidelity Investments
01.2016 - 04.2017
Commercial Client Advisor
Fifth Third Bank
08.2011 - 01.2016
Sales Supervisor
Best Buy
01.2008 - 08.2011
High School Diploma -
Seminole State College of Florida
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