Kay Grey
Hartville,OH
Summary
Personable and driven individual with talent for building strong client relationships and positive, upbeat demeanor. Possesses fundamental understanding of sales strategies and client management, with strong communication and organizational skills. Ready to deliver impactful results by leveraging interpersonal skills and keen attention to detail.
Overview
28
28
years of professional experience
Work History
Account Executive
Tradesmen International
06.2024 - Current
- Managed client portfolios to enhance overall satisfaction.
- Increased client retention by developing personalized relationship strategies.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Personal Banker
Fifth Third Bank
05.2022 - 06.2024
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Credit and Fuel Card Manager
JW Didado Electric
12.2018 - 05.2022
- Served as a liaison between card services and other departments to foster greater collaboration and support company-wide initiatives.
- Improved cardholder satisfaction by implementing efficient account management processes and addressing customer concerns promptly.
- Oversaw compliance with industry regulations and company policies, ensuring a secure environment for both clients and employees alike.
- Conducted regular reviews of operational procedures to identify areas of improvement and maintain optimal efficiency within the department.
Senior CSR
Fifth Third Bank
01.2017 - 12.2018
- Implemented feedback surveys to gauge customer satisfaction levels, using data to drive continuous improvement initiatives.
- Consistently met or exceeded monthly performance metrics, including call quality scores and average handle times.
- Enhanced customer satisfaction by addressing and resolving complex inquiries in a timely manner.
Field Representative
Tradesmen International
03.2014 - 01.2017
- Supported trade-specific clients in achieving workforce productivity, holding the second-highest weekly billing in the local office.
Senior Sales Associate
Greater Akron Chamber of Commerce
09.2012 - 03.2014
- Drove regional economic development through consulting and network marketing under the “Advance Akron” initiative.
- Increased membership by educating local business leaders on chamber benefits, consistently growing the client base.
Sales Specialist
Cranel Imaging
10.2009 - 03.2012
- Coordinated sales for hardware, software, and service opportunities, consistently exceeding quotas (120% in 2010).
- Developed vendor relationships to drive growth and managed large accounts, maintaining high client satisfaction.
Sales Executive
CheckFree Corp
01.2006 - 01.2009
- Generated sales in competitive markets, achieving 133% of quota in 2007.
- Excelled in client relations, contract negotiations, and product knowledge, managing a $500,000 quota.
Account Manager
MindLeaders, Inc.
01.2004 - 01.2006
- Managed a $3.3M quota, driving renewals and new business through customized solutions.
- First in the company to secure $1M in a single quarter; consistently achieved quota with effective account strategies.
Education Service Consultant
MindLeaders
01.2001 - 01.2004
- Provided information about service procedures and expected timelines.
- Collaborated with team members to develop new strategies for enhancing customer satisfaction and retention.
- Documented payment details and personal information on customer accounts.
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
Program Coordinator
University of Cincinnati
01.1997 - 01.2000
- Planned, implemented and evaluated health and wellness programs for faculty, staff and students.
Education
Bachelor of Science - Health Promotion
University of Cincinnati
Cincinnati, OH05-1998
Skills
- Client relationship building
- Account management
- Pipeline management
- Written and verbal communication
- Customer service
- CRM software expertise
- Territory management
- Business development and planning
Timeline
Account Executive
Tradesmen International
06.2024 - Current
Personal Banker
Fifth Third Bank
05.2022 - 06.2024
Credit and Fuel Card Manager
JW Didado Electric
12.2018 - 05.2022
Senior CSR
Fifth Third Bank
01.2017 - 12.2018
Field Representative
Tradesmen International
03.2014 - 01.2017
Senior Sales Associate
Greater Akron Chamber of Commerce
09.2012 - 03.2014
Sales Specialist
Cranel Imaging
10.2009 - 03.2012
Sales Executive
CheckFree Corp
01.2006 - 01.2009
Account Manager
MindLeaders, Inc.
01.2004 - 01.2006
Education Service Consultant
MindLeaders
01.2001 - 01.2004
Program Coordinator
University of Cincinnati
01.1997 - 01.2000
Bachelor of Science - Health Promotion
University of Cincinnati
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