James Kendrick
Indianapolis,United States
Summary
Motivated, driven, and effective business leader with over 10 years of invaluable professional experience. Skilled in
banking, financial services, client, and account management. Experienced in following banking and financial SOPs and
complying with SEC, and privacy regulations. Proven track record in customer relations, and marketing.
Overview
12
12
years of professional experience
Work History
Sr. Client Services Representative
Charles Schwab
Indianapolis, IN
03.2016 - 11.2022
- Trained new hires throughout their first 30 days with the team.
- Consistently among the top achievers for hitting goals in the my region for my position.
- Lead morning meetings with market updates and peer recognition.
- Identified opportunities to improve client experience by asking pointed questions to
uncover unstated needs. - Strategize with peers and management to implement ways to improve workflow, and
maximize conversations. - Complied with industry regulations to ensure fair and equal service was provided to all clients.
- Identified opportunities to improve client experience by asking pointed questions to uncover unstated needs.
- Strategize with peers and management to implement ways to improve workflow, and maximize conversations.
- Continuously analyzed market news and fluctuations to help with client experience.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Personal Banker
Fifth Third Bank
Indianapolis, IN
05.2013 - 03.2016
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Achieved a 95% customer satisfaction rating by resolving issues promptly and
professionally. - Interface with 50+ banking customer per week, manage accounts, identify business
opportunities, and upsell retail banking products based on customer needs. - Maintained a 100% compliance record with bank policies and procedures.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and
compliance.
Logistics Account Executive
Total Quality Logistics Inc.
Indianapolis, IN
08.2010 - 05.2013
- Negotiated and closed deals with minimal oversight.
- Acquired and maintained relationships with 50+ new accounts in the transportation
and shipping sectors, generating over $1 million in sales.
- Reached out to customers to set up appointments, check on satisfaction and suggest
additional offerings.
- Networked to build client base and promote services to new and existing clients
- Strengthened communication skills through regular interactions with others.
- Managed time efficiently in order to complete all tasks within deadlines.
Education
Bachelor of Science - Marketing
06.2010
Associate of Science - Business Administration
06.2007
Skills
- Account Management
- Creative Problem Solving
- Team-Oriented and Cooperative
- Time Management
- Proactive Self-Starter
- Customer Account Management
- Upselling Products and Services
- CRM Software
- Multitasking and Prioritization
- Calm and Professional Under Pressure
Timeline
Sr. Client Services Representative - Charles Schwab
03.2016 - 11.2022
Personal Banker - Fifth Third Bank
05.2013 - 03.2016
Logistics Account Executive - Total Quality Logistics Inc.
08.2010 - 05.2013
Ball State University - Bachelor of Science, Marketing
Vincennes University - Associate of Science, Business Administration
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