Joseph James
Kansas City,MO
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
4
4
years of professional experience
Work History
Client Relationship Specialist
US Bankcorp
Independence, MO
03.2022 - Current
- Conducted client intake interviews to acquire detailed information about client business needs.
- Developed client proposals addressing product and service needs and solutions.
- Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
- Monitored and improved quality assurance through root cause analysis and application of customer feedback survey results.
- Resolved service problems by clarifying customer complaints, identifying root causes and developing catered solutions.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Developed tailored solutions to meet individual banking needs.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Counted, verified and handled bank deposits and armored car transactions.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Data Entry Specialist
Internal Revenue Service, IRS
Kansas City, MO
03.2021 - 03.2022
- Compiled data and reviewed information for accuracy prior to input.
- Entered numerical data into databases with speed and accuracy using 10-key pad.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Completed data entry tasks with accuracy and efficiency.
- Corrected data entry errors to prevent later issues such as duplication or data degradation.
- Verified accuracy of data before transcribing.
- Executed data verification to detect errors.
- Supported multiple departments with special projects.
- Organized, sorted and checked input data against original documents.
- Kept optimal quality levels to prevent critical errors and support team performance targets.
- Applied data entry knowledge skills to resolve indecipherable or garbled messages.
- Performed more than 200 hourly 10-key actions while maintaining 0% error rate.
Sales Representative, Customer Care
Sprint Corp.
Kansas City , Missouri
09.2017 - 06.2018
- Interacted with problematic accounts, helping to build lasting rapport and boosting revenue opportunities.
- Managed in excess of 40 customer accounts per day.
- Followed up with customers after completed sales to assess satisfaction and resolve any technical or service concerns.
- Established beneficial professional networks and partnerships to gain insight and campaign support resulting in long-term business relationships.
- Communicated with customers to understand needs and recommend appropriate solutions.
- Utilized professional sales techniques to persuasively communicate with clients.
- Increased revenue by acquiring new customers and determining needs to offer relevant products.
- Identified client needs and overcame objections to drive sales.
- Built strong rapport with clients by understanding needs and clearly explaining products.
Customer Service Representative
Walgreens
Kansas City, Missouri
03.2017 - 09.2017
- Defused customer concerns with exceptional conflict and problem resolution skills.
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Interacted with over 100 customers daily in fast paced environment.
Customer Care Representative
Walgreens
Kansas City, Missouri
09.2012 - 09.2013
- Defused customer concerns with exceptional conflict and problem resolution skills.
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Interacted with over 100 customers daily in fast paced environment.
Education
Bachelor of Science - Political Science
Northwest Missouri State University
Maryville, MO12.2022
Skills
- Microsoft Excel
- Microsoft Office
- Account servicing
- Database Management
- Data Verification
- Document Transcription
- Client Relationship-Building
- Upselling Products and Services
- Data Analysis
- Customer Account Management
- Scheduling Meetings
- Revenue Quotas
- Mortgage Loan Closing
- Performance Goals
- Inbound and Outbound Calling
- Sales and Upselling
Timeline
Client Relationship Specialist
US Bankcorp
03.2022 - Current
Data Entry Specialist
Internal Revenue Service, IRS
03.2021 - 03.2022
Sales Representative, Customer Care
Sprint Corp.
09.2017 - 06.2018
Customer Service Representative
Walgreens
03.2017 - 09.2017
Customer Care Representative
Walgreens
09.2012 - 09.2013
Bachelor of Science - Political Science
Northwest Missouri State University