Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Timeline
Generic

Heather Stewart

Murfreesboro,TN

Summary

I’ve been in customer service for over 20 years and am well versed in handling difficult and complex situations. Eager to create and promote a positive, productive, and professional culture to grow and build a team to be engaged, efficient, and successful. Years of customer service, sales, and team building will contribute to leading a successful team that will be engaged, motivated, and committed to branch goals and the overall picture of growing business revenue. Dependable and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals has led to much success as a client relationship consultant and building a book of business. Skilled at helping both consumer and business customers with their accounts by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Driven banker with experience and expertise in building relationships and retaining small business customers. Successful at analyzing accounts and current packages in order to propose a solution or recommendation that will improve a clients overall financial picture. Reliable and honest professional dedicated to meeting scorecard goals by growing and leading an engaged team. Successful tenure with U.S. Bank, coming in at a CRC 2 and have since been promoted twice in the last four years leading to a current promotion to CRC 4.

Overview

17
17
years of professional experience

Work History

Client Relationship Consultant IIII

U.S. Bank
07.2019 - Current
  • Understanding client's financial picture, needs, and goals is essential in recommending that financial plan or solution to improve their overall financial portfolio.
  • Opening new deposit accounts and submitting credit applications for new and existing clients. Surpassed my total card sales last year by booking 52 credit cards in 2023.
  • Make deposits, withdraws, payments and responding to any account inquiries.
  • Growing our digital engagement awareness by assisting clients with enrolling in online banking, opting in for services offered online, and co-browsing with clients to connect and help navigate online banking requests. By focusing on digital engagement, individual numbers exceeded company goals for both needs met and co-browse sessions, averaging 5.0 needs met and 10.8 co-browse per week.
  • Acquiring new business and new money for our branch by asking difficult and probing questions to better understand and improve our clients overall financial picture and increasing their centrality.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Deliver comprehensive financial advice by strengthening client relationships and promoting long-term loyalty.
  • Established new accounts for high-net worth individuals and serviced existing accounts to maximize revenue.
  • Implemented customized strategies for each individual client that resulted in increased revenue generation over time.
  • Maintained current knowledge of evolving changes in marketplace.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Developed lasting relationships with both internal and external partners, fostering environments of collaboration and mutual support for achieving shared goals.

Project Sales Coordinator

Lowes
11.2016 - 06.2019
  • Generating leads for both interior and exterior project salesman, keeping communication and engagement strong throughout team members, scheduling and confirming appointments, making folders for client meetings, engaging with customers to assist with product selections, scheduling and coordinating deliveries, pulling product for each job, being point of contact for customers once project has been sold, selling any additional material or labor wanted or needed to complete their project, working hand in hand with customers and contractors to complete and resolve any issues or concerns during project, and ensuring that all projects run smoothly from start to finish to customer's satisfaction.

Head Cashier

Lowes
08.2009 - 11.2016
  • Managing front end operations to ensure everything runs smoothly, being visual at all times to ensure that no one area; front end, customer service, or returns is getting backed up, scheduling breaks and lunches for all front end associates, keeping front of store stocked with product, conducting drawer audits when necessary, managing change drawer and running change when needed, and providing front end associates with tools and resources needed to perform their job efficiently.

Human Resources Coordinator

Lowes
02.2007 - 08.2009
  • Managing training for whole store, reviewing new job applications, scheduled job interviews, conducted new hire interviews, administering drug tests, conducting orientation for all new hires, uploading all new hire employee information into system, reviewing and approving weekly schedule and payroll, and helping plan community events and activities for company.

Education

Associates of Arts -

Gulf Coast Community College
Panama City, FL
2015

Skills

  • Leadership Skills Experienced
  • Active Listener Experienced
  • Conflict Resolution Experienced
  • Attention to Detail
  • Client Relationships
  • Goal Setting
  • Continuous Improvement
  • Self-Directed

Accomplishments

Graduated from U.S. Banks Advanced Lending program.

Personal Information

Title: Customer Service And Sales Representative

Timeline

Client Relationship Consultant IIII

U.S. Bank
07.2019 - Current

Project Sales Coordinator

Lowes
11.2016 - 06.2019

Head Cashier

Lowes
08.2009 - 11.2016

Human Resources Coordinator

Lowes
02.2007 - 08.2009

Associates of Arts -

Gulf Coast Community College
Heather Stewart