Dynamic professional with extensive experience in client relations and account management. Proven track record in fraud detection and regulatory compliance, enhancing customer satisfaction through effective communication and training. Skilled in report analysis and team leadership, driving results and fostering strong relationships to achieve business objectives.
Overview
17
17
years of professional experience
Work History
Personal Banker
Regions Bank
Tooele, UT
01.2025 - Current
Assisted customers with account inquiries and transactions daily.
Educated clients on banking products and services available.
Remote Personal Banker trained in Electronic Banking and Zelle Fraud
Resolved customer complaints through effective communication techniques.
Maintained compliance with banking regulations and internal policies diligently.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Provided customer service to clients, including answering questions and resolving issues.
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Followed operational standards, promoting security, risk management and compliance.
Identified potential fraud risks on accounts and reported suspicious activities to management.
Customer Success Manager
Webbing Inc.
Tooele, UT
01.2022 - 08.2023
Oversaw key customer relationships to close strategic opportunities.
Drove customer escalations to resolution by engaging directly with clients.
Met with customers to discuss best practices and drive outcomes.
Compiled customer feedback for cross-functional departments to improve product or service features.
Demonstrated and explained product features and benefits to overcome customer objectives.
Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
Supervised success team, operations and resources to deliver profitable growth.
Coordinated training programs, enabling staff to support company objectives.
Provided customer onboarding and training to ensure successful product adoption.
Developed and maintained relationships with customers to facilitate user engagement and satisfaction.
Analyzed customer data to identify trends, issues, and opportunities for improvement.
Managed customer inquiries and complaints in a professional manner.
Created reports outlining customer usage and retention metrics.
Conducted regular check-ins with clients to ensure their needs were met.
Delivered presentations on product features, benefits, and value propositions at conferences or webinars.
Assisted sales team by providing technical expertise during the sales process.
Gathered insights from customers through surveys, interviews, focus groups.
Worked closely with marketing team to create content that educates customers about our services.
Resolved customer inquiries and complaints requiring management-level escalation.
Reviewed completed work to verify consistency, quality and conformance.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Evaluated individual and team business performance and identified opportunities for improvement.
Recruited and trained new employees to meet job requirements.
Organized team activities to build camaraderie and foster pleasant workplace culture.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Account Manager
MetTel Telecom, Salt Lake City Utah, NCS Mobility
Salt Lake City, UT
07.2008 - 01.2022
Managed customer accounts, developed sales plans and tracked performance metrics.
Collaborated with other departments to ensure successful product launches.
Analyzed customer feedback data to develop strategies for improving service quality.
Assisted in troubleshooting complex technical issues related to wireless networks.
Built strong relationships with clients by providing timely responses to inquiries.
Promoted company's products and services at trade shows, events, conferences.
Resolved customer complaints in a professional manner within established timelines.
Coached team members on product knowledge, sales techniques and account management.
Ensured compliance with industry standards when setting up wireless networks.