Joseph Kane
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
21
21
years of professional experience
Work History
Account Services Representative
Palmetto Citizens Federal Credit Union
10.2022 - Current
- Nurtured long-term relationships with key stakeholders within member organizations resulting in repeat business and referrals.
- Conducted periodic reviews of member accounts, identifying areas for improvement or potential concerns before they escalated into larger issues.
- Enhanced customer retention by providing exceptional service and maintaining strong relationships with clients.
- Boosted client satisfaction by effectively addressing and resolving account issues in a timely manner.
- Identified new opportunities and cultivated leads to consistently meet sales goals and increase business growth.
- Collaborated with sales teams to identify cross-selling opportunities, increasing revenue for the company.
Senior Sales & Service Representative
First Citizens Bank
06.2022 - 10.2022
- Provided support to team members, ensuring they were well-equipped to meet the customer's needs.
- Implemented a comprehensive CRM system to track leads, manage client relationships, and streamline communication within the sales team.
- Boosted sales revenue by developing and implementing strategic sales plans tailored to specific client needs.
- Established strong customer relationships through exceptional service and regular follow-ups, resulting in increased account retention.
Sr. Personal Banker/Relationship Banker II
Bank of America/Chemung Canal Trust Co
01.2004 - 01.2022
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
- Ensured compliance with all regulatory requirements, protecting both the bank's reputation and its customers' interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
- Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Counted, verified and handled bank deposits and armored car transactions.
Sales Representative
AT&T Wireless
01.2003 - 01.2004
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Listened to customer needs and desires to identify and recommend optimal products.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
Education
High School Diploma -
Dryden High School
Dryden, NY06.1998
Skills
- Customer service focus
- Goal-oriented mindset
- Service Upselling
- Data entry proficiency
- Software Knowledge
- Client Retention Strategies
- Calm Under Pressure
- Relationship Building
- Policies and Procedures Adherence
- Product Sales
- Cross-selling expertise
Timeline
Account Services Representative
Palmetto Citizens Federal Credit Union
10.2022 - Current
Senior Sales & Service Representative
First Citizens Bank
06.2022 - 10.2022
Sr. Personal Banker/Relationship Banker II
Bank of America/Chemung Canal Trust Co
01.2004 - 01.2022
Sales Representative
AT&T Wireless
01.2003 - 01.2004
High School Diploma -
Dryden High School
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