Conducted comprehensive needs assessments for clients to recommend suitable vehicles based on preferences, budget, and requirements.
Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
Negotiated purchase prices and explained sales, warranty, and optional products.
Answered telephone and email inquiries from potential customers.
Utilized CRM software effectively to track customer interactions, manage leads, and ensure timely follow-up on inquiries.
Strengthened brand loyalty among existing customers through timely communication about relevant promotions, service reminders, and new product launches.
Shareholder Services Representative
BNY Mellon
Lake Mary, FL, USA
01.2023 - Current
Inbound client representative to assist customers with their needs for their Primerica client accounts, by providing balances, maintenance and instruction on how to purchase, redeem and establish accounts
Work with customers and brokers handling mutual funds
Able to communicate clearly and professionally to all customer, including irate shareholders
Handle customers inquiries, complaints and service request, manage a high volume workload within a deadline driven environment, handled client relationships which include promoting close relationships with a diverse clientele
Also assist teammates with difficult issues while demonstrating outstanding problem solving and active listening skills which allows diffusing difficult customer situations with tact and ease
Retention Specialist
Spectrum Communications
Lake Mary, FL, USA
04.2022 - 03.2023
Establish and maintain a high level of customer satisfaction, professionalism, and courtesy in all retention transactions
Consistently meet or exceed weekly and monthly retention activity goals by utilizing sound telephone based customer save techniques
Respond to inbound retention calls promptly and efficiently as outlined by the required call handling metrics to include productive time, schedule adherence, handle time, after call work, etc
Answer questions pertaining to billing inquiries, pricing and packaging of products and service, and service complaints
Ability to learn and master order processing within the billing system regarding all aspects of retained accounts, new sales order entry, account lookup, and other tools and functions as they relate to the retention function
Have a full understanding of and consistently demonstrate proficiency at explaining all products and services to existing customers in an effort to re-sell and retain
Acquire and demonstrate thorough knowledge of competitors' pricing, packaging, and products in an effort to discuss side by side comparisons of Charter's and competitors' products and services