HEATHER VOGEL
311 W Goldeneye Ln Sneads Ferry,NC
Summary
Dynamic professional with proven track record in customer retention and training development at V3 Electric and Marine Federal Credit Union. Expert in CRM software and adept at leveraging communication skills to enhance customer satisfaction and employee performance. Achieved significant project continuance rates through effective leadership and interpersonal skills.
Overview
3
3
years of professional experience
Work History
Retention Account Manager
V3 Electric
El Dorado Hills, CA
11.2024 - 02.2025
- Utilized Salesforce to maintain strong customer relationships and ensure the successful continuation of solar projects by addressing concerns, and resolving issues.
- Acted as a key contact for customers, guiding them through uncertainties, and clarifying the value and benefits of solar energy.
- Proactively engaged with customers at risk of project cancellation, effectively managing difficult conversations to maintain project momentum, and enhance customer satisfaction.
Senior Finacial Services Officer
Marine Federal Credit Union, Western Blvd
Jacksonville, NC
05.2024 - 11.2024
- Utilized CRM systems to effectively manage accounts, delivering high-quality service to both internal and external members, and recommending products and services to support their financial well-being.
- Supervised and led Financial Service Representatives, ensuring efficient handling of member needs, and addressing complex work-related matters.
- Managed vault operations, maintaining accurate cash levels to meet the needs of the branch and ATM's.
Training Coordinator
Marine Federal Credit Union, Western Blvd
Jacksonville, NC
01.2022 - 05.2024
- Developed and implemented training materials for employee knowledge retention, and conducted training courses and workshops.
- Cross-trained across multiple branches and departments to maintain sharp skills and relevance in training.
- Assisted with community outreach programs, and facilitated professional development initiatives.
Education
Notary Public North Carolina -
Cape Fear Community College
Wilmington, NCSome College (No Degree) -
Wallace State Community College
Hanceville, ALSkills
- Training methods and techniques
- Organizational skills
- Communication skills
- Phone Etiquette
- Design and develop training
- Leadership
- Interpersonal skills
- CRM software proficiency
- Customer retention strategies
References
References available upon request.
Timeline
Retention Account Manager
V3 Electric
11.2024 - 02.2025
Senior Finacial Services Officer
Marine Federal Credit Union, Western Blvd
05.2024 - 11.2024
Training Coordinator
Marine Federal Credit Union, Western Blvd
01.2022 - 05.2024
Notary Public North Carolina -
Cape Fear Community College
Some College (No Degree) -
Wallace State Community College
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