Summary
Overview
Work History
Skills
Timeline
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Jennifer Marshall

Draper,UT

Summary

Excellent teacher/trainer quantified by success at Harland. Completed Foundations of Personal Leadership course. Experience in working with a wide range of personalities and adapting to different levels of reception concerning agent coaching. Project-oriented, as demonstrated throughout all my work experience. Very effective when working with little or no management, but also excelling as a resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.

Overview

17
17
years of professional experience

Work History

Account Manager CISR

Citadel
12.2021 - Current
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • completed designations and earned CISR.
  • Maintaining more than 300 insured accounts monthly for servicing and renewals
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Educated clients on new products or services to increase customer engagement with brand.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Developed and implemented strategies to increase client retention.
  • Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.

Payroll Supervisor

UPS
05.2018 - 12.2021
  • Calculated payroll deductions by accurately using GTS and processed payroll to meet preset requirements
  • Assisted with auditing and responding to company accountants
  • Managed payroll data entry and processing for 495 employees to comply with predetermined company guidelines
  • Assessed data processing methods, making suggestions for change which helped to increase overall productivity
  • Monitored and tracked all employees' leave time
  • Managed payroll for organization of 495 personnel.

Senior Client Associate

Wells Fargo, Private Bank
05.2010 - 05.2018
  • Full product knowledge of personal and commercial loans, checking, saving, wire transfers and online banking
  • Provide associates with business banking needs for The Private Bank
  • Assist high value clients of the private bank with personal banking needs
  • Manage Wealth client's portfolio, by servicing and maintaining relationships
  • Proactively succeed in a high volume work environment by working independently and as a team member.

Sales Coach

Power Seller Stores
01.2007 - 05.2010
  • Piloted the Sales Coach program as one of the first candidates chosen out of a pool of center agents
  • Direct ownership over individual success of agents with the aim of increasing overall center performance
  • Trending data analysis to benchmark and have goal setting sessions with agents to increase revenue
  • One on one coaching and feedback to develop agent soft skills including tone, word usage, and rate of speech
  • Creating of action plans for agents allowing them to see where they are and where they are going to best assist them in understanding the 'why's' behind the action allowing for more productive feedback.

Skills

  • Business Strategies
  • Technical support
  • Billing, Speech Business development, Spreadsheets
  • Coach, Troubleshoot Coaching, Type
  • Clients Client Customer service Data analysis
  • Focus Goal setting Help Desk Machinery
  • Marketing Excel Microsoft Office Office
  • Outlook
  • PeopleSoft Copiers Policies Problem solving
  • Problem resolution Processes Sales
  • Revenue Generation
  • Client Relationship Management
  • Account Servicing
  • Account Development
  • Cultural Awareness
  • Active Listening

Timeline

Account Manager CISR

Citadel
12.2021 - Current

Payroll Supervisor

UPS
05.2018 - 12.2021

Senior Client Associate

Wells Fargo, Private Bank
05.2010 - 05.2018

Sales Coach

Power Seller Stores
01.2007 - 05.2010

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Jennifer Marshall