Irma I. Lee
New Windsor
Summary
Driven and passionate Account Executive with over 10 years of experience and special interest in selling to small businesses with high potential for mutually-beneficial partnerships. Dedicated to developing long-term relationships with customers. Focused on building intimate knowledge of products and services as well as unique small-business needs.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Business Account Executive
Charter Spectrum
07.2019 - Current
- Create detailed business plans to facilitate the attainment of goals and quotas.
- Manage the entire sales cycle from finding a client to securing a deal.
- Unearth new sales opportunities through networking and turn then into long term partnerships.
- Present products to prospective clients
- Provide professional after-sales support to enhance the customer's dedication.
- Remain in frequent contact with the clients in your responsibility to understand their needs.
- Respond to complaints and resolve issues aiming to customer contentment and the preservation of the company's reputation.
- Negotiate agreements and keep records of sales and data.
DirectSales
Charter Spectrum
07.2015 - 07.2019
- Conduct quality face to face in-home sales presentations to new Time Warner Cable customers
- Identify customer needs, wants, and desires in conversation and match with company products and diplomatically handle interactions with potential customers
- Reconcile daily sales orders with cash taken in and keep documentation of sales orders
- Attend sales meetings in person and training sessions as directed by management
- Achieve established sales goals and quotas
- Work independently to promote the sales of Time Warner Cable residential products and services
CustomerService Representative
Charter Spectrum
07.2014 - 07.2015
- Received high volume of incoming phone calls and responded to inquiries in a manner which met high quality, productivity and other
- Time Warner Cable customer service standards
- Sold and upgraded cable services in accordance with company goals and customer needs
- Provided information regarding products and services, billing, repair, collections and responded to other types of inquiries
- Responded to customer complaints in a professional manner; attempted to resolve complaints successfully in accordance with established guidelines
- Informed supervision/management of all unresolved complaints
- Attempted to troubleshoot customers' service problems and scheduled field service calls when necessary
- Processed customer correspondence
- Scheduled customer appointments in accordance with established procedures
- Documented customer transactions accurately in ACSR and completed required paperwork
Personal Banker
Bank of America
11.2005 - 12.2014
- Implemented the delivery of sales strategies, targets and motivated employees to meet expected goals
- Established and maintained effective relationships with new and existing customers, established their needs and advised on the suitability of services
- Visited business customers and attended meetings and conferences with them and other professionals
- Managed and supported staff and facilitated appropriate continuing professional development
- Communicated, implemented and monitored compliance with corporate standards and procedures
- Processed data to produce accurate facts, figures and reports
- Evaluated new and renewal lending proposals, negotiated terms with customers and where appropriate, submitted proposal to the credit department for approval
- Checked accounts and initiated action if they are overdrawn without arrangement or in excess of agreed arrangements
- Assumed overall accountability for products and services such as consumer lending, current account transactions, unsecured loans, overdrafts, credit cards and personal loans
- Networked with appropriate professionals
- Represented the bank within the wider community
Personal Financial Representative
JPMorgan Chase Bank
10.2002 - 11.2005
- Opened consumer and commercial bank accounts while using a computer to enter pertinent data
- Originated consumer lending by producing high quality loans that met bank guidelines and by building relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other nontraditional sources
- Interacted with customers over the telephone to assist with general banking inquiries and products
- Monitored documentation for all loans and other credit facilities, including maintenance of calculation and tracking receipt of required financial statements
Education
Bachelor - Business Administration
Baruch College of The City University of New York
New York, NY02.2006
Bachelor - Nursing Administration
Hunter College of The City University of New York
New York, NY07.2000
Skills
- Provided one-on-one feedback, coaching and mentoring on performance and training on policies and procedures
- Managed performance reporting to Department leadership on budget, finance, personnel, operations, contracting and procurement
- Highly knowledgeable, creative and result-oriented banker with a huge background in establishing and maintaining positive
- Customer relationships, planning and delivering effective sales strategies and monitoring the progress of new and existing
- Financial products
- Summary of Qualifications _____________
- More than 10 years experience in the banking industry and customer service
- Strong financial modeling and analytical skills
- Great computer skills, knowledge of
- Microsoft Word, Excel and Power Point
- Proven ability to work cooperatively with all levels of staff
- Excellent verbal and written communication skills
Accomplishments
- Supervised team of 25 staff members.
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- achieving task completion with both accuracy and efficiency involves setting clear goals,prioritizing task, utilizing efficient tools and strategies, and continuously improving processes.
- Documented and resolved issues which led to positive results.
Languages
Spanish
Full Professional
Certification
- Social Selling Index (SSI) Leaderboard Recognition – LinkedIn.
Timeline
Business Account Executive
Charter Spectrum
07.2019 - Current
DirectSales
Charter Spectrum
07.2015 - 07.2019
CustomerService Representative
Charter Spectrum
07.2014 - 07.2015
Personal Banker
Bank of America
11.2005 - 12.2014
Personal Financial Representative
JPMorgan Chase Bank
10.2002 - 11.2005
Bachelor - Nursing Administration
Hunter College of The City University of New York
Bachelor - Business Administration
Baruch College of The City University of New York
Similar Profiles
Laura MataLaura Mata
Inbound Sales Representative at Charter SpectrumInbound Sales Representative at Charter Spectrum
Jacob RasarJacob Rasar
Maintenance Technician at Charter SpectrumMaintenance Technician at Charter Spectrum
Rogelio FloresRogelio Flores
Maintenance Technician III 3rd Shift at Charter SpectrumMaintenance Technician III 3rd Shift at Charter Spectrum
Maggie BlancMaggie Blanc
Technical Support Representative at Charter SpectrumTechnical Support Representative at Charter Spectrum
Valarie TamValarie Tam
Crew Member at Blend Smoothie and Salad BarCrew Member at Blend Smoothie and Salad Bar