GARRETT BLAKE
Summary
Professional client service professional with strong foundation in customer relations and data analysis. Adept at resolving complex issues, optimizing processes, and enhancing client satisfaction through effective communication and problem-solving. Strong emphasis on collaboration, adaptability, and achieving impactful results. Skilled in CRM systems, data interpretation, and report generation. Reliable team player known for flexibility and consistent performance in fast-paced environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Treasury Management Client Service Analyst
CB&S Bank
07.2024 - Current
- Onboard new Treasury Management clients
- Coordinate implementation, modification, and termination of Treasury Management services with all bank partners
- Respond to customer inquiries or concerns via email or telephone related to services or pricing
- Maintain telephone call records and document for future reference
- Provide clients with ongoing operational support including user verification and access, problem resolution, account information and training
Senior Relationship Banker
Truist Bank
07.2022 - 07.2024
- Successfully managed and grew a portfolio of high net worth clients, increasing deposits by 20%
- Developed and implemented strategies to enhance customer experience and increase customer satisfaction scores
- Collaborated with cross-functional teams to identify opportunities for product and service enhancements
- Generated new business through referrals and proactive outreach efforts
Assistant Store Manager
AT&T
11.2017 - 07.2022
- Assisted in managing daily store operations, including inventory management and staff scheduling
- Supported the store manager in achieving sales targets and driving customer satisfaction
- Trained and mentored new team members, ensuring they were knowledgeable about products and procedures
- Resolved customer issues and inquiries, ensuring a positive shopping experience
Education
Bachelor of Science -
University of Alabama
12.2015
Skills
- Salesforce
- CRM
- Customer service
- Sales
- Problem-solving
- Communication
- Leadership
- Collaboration
Certification
- NMLS
- MLS
- REALTOR
Timeline
Treasury Management Client Service Analyst
CB&S Bank
07.2024 - Current
Senior Relationship Banker
Truist Bank
07.2022 - 07.2024
Assistant Store Manager
AT&T
11.2017 - 07.2022
Bachelor of Science -
University of Alabama
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