Summary
Overview
Work History
Education
Skills
Timeline
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Julissa Brandon

Julissa Brandon

Account Executive
Fruitland,ID

Summary

Proven Account Executive with a track record of enhancing client satisfaction and fostering strong relationships at Phoenix Capital Group. Skilled in account management and customer relationship management, I excel in multitasking and adaptability. Demonstrated success in mentoring teams and boosting collection efforts, achieving significant verification completion rates without exceeding a numerical percentage.

Overview

11
11
years of professional experience

Work History

Account Executive

Phoenix Capital Group
Fruitland, ID
06.2022 - Current
  • Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.

Lead Credit & Collections Specialist

Internet Truckstop
Fruitland, ID
07.2019 - 06.2022
  • Cultivated a professional demeanor when dealing with difficult customers, displaying empathy while remaining assertive in achieving desired outcomes.
  • Optimized account prioritization by analyzing customer data, enabling more targeted and effective collection efforts.
  • Boosted overall collection efforts through building strong relationships with clients that fostered trust and open communication lines.
  • Fostered a positive working relationship with other departments within the company, assisting in credit evaluation processes, risk assessments, and overall financial strategy development.

Verification Specialist

D&S Factors
Fruitland, ID
05.2017 - 07.2019
  • Maintained a high level of professionalism when interacting with external parties during the verification process.
  • Provided clear explanations of complex processes to clients, ensuring their understanding and satisfaction with our services.
  • Consistently met or exceeded company targets for verification completion rates, contributing to the overall success of the team.

Lead Teller

Zions Bank
Fruitland, ID
01.2014 - 05.2017
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Conducted regular inventory of supplies and cash, ensuring availability and accuracy at all times.
  • Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.

Education

Associate of Science - Business Management With Accounting

Treasure Valley Community College
Ontario
05.2001 -

Skills

Account management

Financial reporting

Account servicing

Strong relationships

Multitasking Abilities

Adaptability and flexibility

Customer relationship management

Self motivation

Processing payments

Reliability

Timeline

Account Executive

Phoenix Capital Group
06.2022 - Current

Lead Credit & Collections Specialist

Internet Truckstop
07.2019 - 06.2022

Verification Specialist

D&S Factors
05.2017 - 07.2019

Lead Teller

Zions Bank
01.2014 - 05.2017

Associate of Science - Business Management With Accounting

Treasure Valley Community College
05.2001 -

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Julissa BrandonAccount Executive