Grant Gillard
Monroe,NC
Summary
People-oriented individual with attention to detail and a positive attitude. Strong customer service skills with over seven years of proven customer support experience. Result-oriented and can perform tasks with limited supervision. Fast learner and can excel in a fast-paced, changing environment. Customer service professional with a solid ability to multi-task, prioritize, and manage time effectively. Offering the ability to handle high volume calls, active listening skills, and proven ability to resolve customer complaints professionally.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Member Service Advisor
Allegacy Federal Credit Union
Indian Trail, NC
01.2024 - Current
- Assisted members with account inquiries, loan applications, and balance transfers.
- Maintained accurate records of member accounts using the computer system.
- Provided excellent customer service to members and guests in person, by phone, and electronically.
- Initiated outbound sales calls to existing, potential customers regarding products, services offered by the credit union.
- Answered member questions about products and services.
- Profiled members to uncover opportunities for additional business.
- Conducted follow up calls with new members to ensure satisfaction with products and services offered.
- Attended staff meetings providing feedback on performance metrics.
- Processed deposits, withdrawals, payments, check cashing transactions and other financial services for members.
- Performed cross-selling activities to meet individual member needs through product knowledge.
- Assisted members with opening checking and savings accounts and applying for credit cards and loans.
Senior Float Sales & Service Representative
First Citizens Bank
Indian Trail, NC
06.2022 - 04.2023
- Serves customers by completing account transactions
- Presents and cross-sells banking services and products to existing and prospective clients
- Manages customer bank accounts; open, close and oversee transactions
- Resolves issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits
- Sells cashier’s checks and money orders
- Answers questions in person or on telephone and refers customers to other bank services as necessary
- Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative
- Completes special requests by closing accounts, taking orders for checks, exchanging foreign currencies, completing safe-deposit box procedures, and providing special statements, copies, and referrals
- Reconciles cash drawer by proving cash transactions, counting and packaging currency and coins
- Maintains supply of cash and currency and turns in excess cash and mutilated currency to head teller.
Float Sales & Service Representative
First Citizens Bank
Indian Trail, NC
11.2021 - 06.2022
- Serves customers by completing account transactions
- Presents and cross-sells banking services and products to existing and prospective clients
- Manages customer bank accounts; open, close and oversee transactions
- Resolves issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits
- Sells cashier’s checks and money orders
- Answers questions in person or on telephone and refers customers to other bank services as necessary
- Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative
- Completes special requests by closing accounts, taking orders for checks, exchanging foreign currencies, completing safe-deposit box procedures, and providing special statements, copies, and referrals
- Reconciles cash drawer by proving cash transactions, counting and packaging currency and coins
- Maintains supply of cash and currency and turns in excess cash and mutilated currency to head teller.
Independent Distributor
Voortman Cookies, LLC.
Charlotte, NC
08.2016 - 07.2021
- Collecting, loading, and unloading goods and transporting them to the desired location
- Setting up attractive product displays and having positive engagements with clients
- Liaising with suppliers and maintaining stock levels
- Inspecting all stock and reporting any problems promptly
- Providing excellent customer service and following up with potential clients
- Scheduling meetings with suppliers and coming up with new marketing strategies.
Cashier
Harris Teeter Supermarkets, Inc.
Matthews, NC
03.2016 - 08.2016
- Assisted customers with final purchases and answered questions at the cash register
- Scanned groceries and ensured proper price scanning
- Balanced daily cash register receipts and provided quality customer service
- Took initiative to aid customers who needed help locating merchandise
- Answered customers' questions and provided information on procedures
- Offered customers carry-out service at the completion of transactions
- Exuded friendly, courteous, and positive attitude and demonstrated professionalism
- Maintain spotless and arranged checkout areas of grocery store.
Self Employed
Gillard Custom Woodworking, LLC
Monroe, NC
07.2014 - 03.2016
- Promptly respond to general inquiries from potential new clients through Angie’s List, telephone, and email
- Explained merchandise uses, answered questions, and made recommendations to customers
- Place material orders with multiple vendors as needed for jobs
- Execute all bookkeeping for the business.
Education
Bachelor of Science in Business Administration & Law (B.S.B.A) -
Western Carolina University
05.2021
Skills
- Product Sales
- Member Retention
- Service Upselling
- Complaint Handling
- Account Management
- Product Recommendations
- Customer Service
- Customer Support
- Financial Transactions
Certification
- Microsoft Office Specialist for Office Word 2010, 11/01/13
- Microsoft Office Specialist for Office PowerPoint 2010, 01/01/14
- Microsoft Office Specialist for Office Excel 2010, 12/01/12
- Microsoft Office Specialist for Office Access 2010, 01/01/13
Timeline
Member Service Advisor
Allegacy Federal Credit Union
01.2024 - Current
Senior Float Sales & Service Representative
First Citizens Bank
06.2022 - 04.2023
Float Sales & Service Representative
First Citizens Bank
11.2021 - 06.2022
Independent Distributor
Voortman Cookies, LLC.
08.2016 - 07.2021
Cashier
Harris Teeter Supermarkets, Inc.
03.2016 - 08.2016
Self Employed
Gillard Custom Woodworking, LLC
07.2014 - 03.2016
Bachelor of Science in Business Administration & Law (B.S.B.A) -
Western Carolina University
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