Lauran J Granzow
Manlius
Summary
Successful sales and customer service professional with 15+ years of experience in high client volume environment. Seeking new opportunities to utilize skillset to maximize bottom line performance.
Overview
14
14
years of professional experience
Work History
Document Support Specialist
Community Bank
Dewitt
04.2024 - Current
- Coordinated with remote branch locations to ensure all necessary documentation is collected.
- Organized, scanned, and filed documents into the system database.
- Processed large volumes of paperwork accurately and efficiently within timely manner
Universal Financial Service Rep
Berkshire Bank
01.2021 - 02.2024
- Successful in deepening customer relationships by referring and opening direct deposit, mutual funds, and credit card accounts
- Execution of company vision to create an environment of inclusion
- Application of problem solving skills to properly identify and resolve customer needs
- Facilitated Credit Card Conference calls for entire NY region
- Maintains and exceeds 100% attainment of branch and individual sales goals regularly
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Established strong and positive working relationships within organization to contribute to team success
- Discussed financial needs and goals to present investment options aligned with clients' financial status.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Customer Service Associate
Berkshire Bank
05.2018 - 01.2021
- Addressed inquiries, resolved customer issues and managed customer relations.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Connected customers to new product opportunities and company offerings
- Accurately conducted daily tasks and transactions to completion
Sales Consultant
Sutherland Global Services
11.2011 - 10.2018
- Maintained knowledge of current promotions, pricing and company changes
- Assessed customer needs to provide assistance and information on product features, billing and all other general inquiries
- Developed trusting relationships with customers by making personal connections
- Answered product questions with up-to-date knowledge of sales and promotions.
- Selected for wave 7 training support due to exemplary performance
- Completed LEAD instructor course
- Consistently outperformed client based metrics
Education
LEAD Management Program - Team Management
04.2015
Teachers Aide - Teachers Aide Certification
08.2011
Graduate Level Diploma -
Fayetteville-Manlius High School
01.2004
Skills
- Microsoft Word
- Excel
- PowerPoint
- Customer Service
- Written Communication
- Team Liaison
- Multitasking
- Time managment
- Independent Work
- Teamwork
- Leadership Excellence
Timeline
Document Support Specialist
Community Bank
04.2024 - Current
Universal Financial Service Rep
Berkshire Bank
01.2021 - 02.2024
Customer Service Associate
Berkshire Bank
05.2018 - 01.2021
Sales Consultant
Sutherland Global Services
11.2011 - 10.2018
LEAD Management Program - Team Management
Teachers Aide - Teachers Aide Certification
Graduate Level Diploma -
Fayetteville-Manlius High School