Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Janice Trask

Jacksonville,Fl

Summary

Competitive Sales Service Representative prioritizes organizational expansion objectives and customer service quality. Identifies and capitalizes on sales opportunities to generate lasting relationships with clients. Adept communicator of product and service utilities with adaptive messaging techniques. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Sales & Service Advisor

PNC Bank
01.2012 - 06.2022
  • Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
  • Answered in-depth questions about company offerings, service policies and benefits of each plan.
  • Navigated multiple computer systems expertly to handle customers' sales and service needs.
  • Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
  • Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
  • Researched client requests to create best possible solutions for diverse needs.
  • Kept senior managers informed about sales activities, current inventory and other metrics via timely reports.
  • Called on existing accounts to drive sales through proactive and relationship-driven contact strategies.
  • Employed consultative techniques, using probing questions to overcome objections and close sales.
  • Maintained [Number]% conversion rate on new contacts by using persuasive communication skills.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Built relationships with customers and community to promote long term business growth.
  • Contributed to team objectives in fast-paced environment.
  • Informed customers of promotions to increase sales productivity and volume.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Set and achieved company defined sales goals.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Presented professional image consistent with company's brand values.
  • Maintained current knowledge of evolving changes in marketplace.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Achieved or exceeded company-defined sales quotas.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Stayed current on company offerings and industry trends.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Recorded accurate and efficient records in customer database.
  • Developed, maintained and utilized diverse client base.
  • Kept detailed records of daily activities through online customer database.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

Call Center Representative

First Florida Credit Union
04.2010 - 05.2011
  • Responded to customer calls and emails to answer questions about products and services.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Placed outbound customer service or customer satisfaction calls to follow up on issues.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Attended telephone skills and program information training sessions to boost aptitude.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Boosted customer service satisfaction ratings through consistent quality control.
  • Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
  • Sought out extra training opportunities to enhance customer relationship management abilities.
  • Performed various clerical duties by filing and faxing documents and creating customer databases.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Leveraged sales expertise to promote products and capitalize on upsell opportunities.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Delivered prompt service to prioritize customer needs.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Maintained up-to-date knowledge of product and service changes.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Developed and updated databases to handle customer data.
  • Promoted available products and services to customers during service, account management, and order calls.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.

Member

Navy Federal Credit Union
04.1997 - 04.2009
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Handled complaints with prompt, courteous service to uphold professional reputation.
  • Educated and engaged customers with new bank products and services.
  • Responded to customer calls and emails to answer questions about products and services.
  • Opened customer accounts and provided deposit and withdrawal receipts.
  • Verified customer identification and documentation for compliant transactions.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
  • Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
  • Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
  • Maintained and managed customer files and databases.
  • Resolved customer issues through thorough dispute investigation.
  • Cross-sold bank services and products to uplift customer investments.
  • Generated account activity reports to identify upgrade and sales opportunities.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Developed, implemented and collated customer satisfaction surveys for improved insight.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Responded proactively and positively to rapid change.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Maintained up-to-date knowledge of product and service changes.
  • Promptly responded to inquiries and requests from prospective customers.
  • Delivered prompt service to prioritize customer needs.
  • Trained new personnel regarding company operations, policies and services.
  • Trained staff on operating procedures and company services.
  • Cross-trained and provided backup support for organizational leadership.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Promoted available products and services to customers during service, account management, and order calls.
  • Cross-trained and backed up other customer service managers.
  • Managed timely and effective replacement of damaged or missing products.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Investigated and resolved accounting, service and delivery concerns.
  • Implemented and developed customer service training processes.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.
  • Ordered supplies for the branch to ensure we could meet the needs of our clients.
  • Balanced vault and teller boxes.

Education

GED -

Virginia Beach Public Schools
Virginia Beach, VA
06.1987

Skills

  • Effective Customer Communication
  • Customer Needs Assessments
  • ATM Maintenance
  • Customer Profiling
  • Consultative Sales Approach
  • Banking Standards
  • Safe Deposit Box Oversight
  • Loyalty Programs
  • Customer Inquiries
  • Pipeline Management
  • Banking Best Practices
  • Solving Customer Concerns
  • Training Classes
  • Customer Transactions
  • Account Inquiries
  • Sales Strategies
  • ATM Balancing
  • Legal Requirements
  • Customer Accounts Management
  • Program Promotion
  • Client Relationships
  • Timeline Management
  • Loan Disbursement
  • Sales Forecasts
  • Paperwork Processing
  • Lead Prospecting
  • Daily Reports
  • Information Updates
  • Customer Service and Assistance
  • Incentive Planning
  • Client Satisfaction
  • Special Requests
  • Providing Feedback
  • Phone Inquiries
  • Closing Procedures
  • Service Promotions
  • Electronic Systems
  • Microsoft Office
  • Sales Assistance
  • Cash Control
  • Facility Security
  • Sales Presentation
  • Contact Follow-Up
  • Overcoming Objections
  • Customer Retention
  • Account Closing
  • Promotional Events
  • Corrective Actions
  • Sales Report Generation
  • Issue and Complaint Resolution
  • Notary Public
  • Ordering Foreign Currency
  • Vault Custodian
  • Trainer

Certification

I am a Notary Pubic.

Timeline

Sales & Service Advisor

PNC Bank
01.2012 - 06.2022

Call Center Representative

First Florida Credit Union
04.2010 - 05.2011

Member

Navy Federal Credit Union
04.1997 - 04.2009

GED -

Virginia Beach Public Schools

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Janice Trask