Jordan Peavy
Wetumpka
Summary
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
TRUIST
Wetumpka, AL
12.2024 - Current
- Cultivated strong client relationships through personalized financial advice and tailored solutions.
- Analyzed client needs to provide appropriate banking products and services, enhancing customer satisfaction.
- Streamlined account opening processes, improving operational efficiency and reducing wait times for clients.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Business Development Manager
Malone Solutions
Montgomery, AL
04.2023 - Current
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
Assistant Sales Manager
Clarke Boone
Montgomery, AL
07.2019 - 02.2023
- Resolved customer issues promptly, maintaining high levels of customer satisfaction and trust in the brand.
- Trained new hires on product knowledge, enhancing their ability to sell confidently and successfully close deals.
- Cultivated a positive work environment through fostering teamwork, open communication channels among staff members contributing towards higher employee satisfaction and retention rates.
- Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.
- Analyzed sales data regularly to recognize patterns, capitalize on opportunities, and address areas of concern within the team''s performance metrics.
Veteran Affairs Coordinator
Smilemakers Family & Cosmetic Dentistry
Montgomery, AL
03.2019 - 07.2019
- Wrote or updated standard operating procedures, work instructions or policies.
- Demonstrated creativity and resourcefulness through the development of innovative solutions for Veterans receiving dental treatment
- Request examinations, re-examination, or opinions to evaluate dental treatment needed resulting from diseases or injuries.
Team Leader
Sykes Enterprises Inc
11.2018 - 03.2019
- Provided constructive criticism regarding quality assurance on team phone calls.
- Implemented new working processes that delivered continued improvements.
- Established open and professional relationships with team members which helped resolve issues and conflicts quickly.
- Learned, referenced and applied product knowledge information.
- Developed reputation as an efficient service provider with high levels of accuracy.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
On The Job Training Coach
Sykes Enterprises Inc
06.2018 - 11.2018
- Train associates on how to handle calls accordingly.
- Train associates on how to use resources provided to properly assist clients.
- Coach to proficiency so that the associate is aware of the area of improvement.
- Supervise teams accordingly.
- Take escalated calls as necessary.
Customer Service Representative
Sykes Enterprises Inc
01.2018 - 06.2018
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
- Developed reputation as an efficient service provider with high levels of accuracy.
- Answered product questions with up-to-date knowledge of sales and products offered.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Directed calls to appropriate individuals and departments.
- Assisted customers promptly and politely, via telephone.
Team Leader
AG Manufacturing
03.2016 - 11.2017
- Assessed workloads to meet seasonal fluctuation needs.
- Provided constructive criticism regarding quality assurance on assemblers.
- Established open and professional relationships with team members which helped resolve issues and conflicts quickly.
- Supervised and directed all merchandise and shipment processing.
- Supervise entire site accordingly.
Education
Bachelor of Science -
Alabama State University
Montgomery, ALHigh School Diploma -
Wetumpka High School
Wetumpka, AL2013
Skills
- Data entry
- Decision Making
- Relationship building and management
- Banking
- Cash handling
- Strong client relations
- Strong interpersonal skills
- Computer Skills
- Oral Communication
- Proposal Development
- Sales Presentations
- Loan origination
Certification
- Life Insurance License - 2023
Timeline
Relationship Banker
TRUIST
12.2024 - Current
Business Development Manager
Malone Solutions
04.2023 - Current
Assistant Sales Manager
Clarke Boone
07.2019 - 02.2023
Veteran Affairs Coordinator
Smilemakers Family & Cosmetic Dentistry
03.2019 - 07.2019
Team Leader
Sykes Enterprises Inc
11.2018 - 03.2019
On The Job Training Coach
Sykes Enterprises Inc
06.2018 - 11.2018
Customer Service Representative
Sykes Enterprises Inc
01.2018 - 06.2018
Team Leader
AG Manufacturing
03.2016 - 11.2017
High School Diploma -
Wetumpka High School
Bachelor of Science -
Alabama State University