JUANITA PENNEWELL
Boynton Beach,FL
Summary
Results-driven and detail-oriented professional with extensive experience in all facets of sales, account management, and business development. Equipped with problem-solving and critical thinking skills in developing strategies and implementing marketing initiatives aimed to drive bottom-line results. Effective at establishing rapport with all levels of professionals through outstanding communication and interpersonal aptitudes.
Overview
16
16
years of professional experience
Work History
Client Service Rep III Remote
Bank Of America
05.2020 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and to answer questions about products and services.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Maintained and managed customer files and databases.
- Communicated with clients regarding account services, statements, and balances.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Accurately document and process dispute and fraud claims.
- Offered troubleshooting advice to assist customers with technical issues and navigate smooth process.
- Collaborated with other departments to develop ways to increase customer satisfaction.
- Developed and implemented customer service policies and procedures to apply best practices and establish quality standards.
- Prepared and submitted reports to keep management informed of sales activities and progress.
Relationship Manager
BANK OF AMERICA
02.2017 - 05.2020
- Diligently conduct sales, with primary focus on aiding customers to achieve financial success
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Developed strategic plans for day-to-day financial operations.
Business Sales Consultant
WELLS FARGO BANK
01.2013 - 01.2016
- Rendered support to 20 company branches as well as bankers and branch managers within assigned area
- Developed, programmed, and initiated merchant equipment
- Organized and conducted monthly meetings with district managers and branch managers to discuss and devise strategies to maximize referral flow
- Assumed full responsibility in selling merchant products for Wells Fargo Bank
- Monitored attainment of performance and monthly goals within assigned area by assessing monthly sales reports
- Cultivated and maintained strong relationships with customers to ensure a positive customer experience.
- Worked closely with sales team on understanding customer requirements, promoting products and delivering sales support.
- Presented technical presentations to clients to explain product features and benefits.
- Collaborated with cross-functional teams to deliver successful product implementations.
- Helped customers improve results by recommending changes focused on lowering costs, increasing production, or adding new functionality.
- Configured and modified product systems to meet customer-specific needs.
- Tracked sales data for analysis and forecasting.
Business Specialist
Wells Fargo
07.2011 - 01.2013
- Offered financial consultation for clients on attainment of their short- and long-term business goals
- Conducted off-site visits and assessment of monthly sales reports and referrals to generate new business opportunities
- Drove efforts to consistently surpass monthly and quarterly loan goals
- Promoted and sold bank products to business customers
- Developed growth strategies based on customer satisfaction and financial gain.
- Prepared and maintained records of sales and revenue.
- Conducted research to identify customer needs.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Devised processes to boost long-term business success and increase profit levels.
Financial Specialist
Wells Fargo
07.2007 - 01.2011
- Led efforts in developing relationship with existing clients and providing excellent customer service to ensure their satisfaction
- Took charge of managing quarterly loans and maintaining investment goals
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Some College (No Degree) -
Anne Arundel Community College
Arnold, MDSkills
- Customer Needs Assessment Business Administration Lead Generation
- Customer Service Financial Assessment Business Development
- Customer Data Confidentiality
- Client Relationships
- Rewards Programs
- Educational Opportunities
- Customer Retention Strategies
- Call Volume and Quality Metrics
Additional Information
- AWARDS , Customer Service Award, Wells Fargo Bank Top Sales Award, Wells Fargo Bank
Pinnacle Dimond Award ( 2021 & 2022)
Awarded with the Pinnacle Diamond Award with Bank of America for the year 2021 & 2022.
Timeline
Client Service Rep III Remote
Bank Of America
05.2020 - Current
Relationship Manager
BANK OF AMERICA
02.2017 - 05.2020
Business Sales Consultant
WELLS FARGO BANK
01.2013 - 01.2016
Business Specialist
Wells Fargo
07.2011 - 01.2013
Financial Specialist
Wells Fargo
07.2007 - 01.2011
Some College (No Degree) -
Anne Arundel Community College