LAURAN J GRANZOW
Washington,DC
Summary
Results-driven sales and customer service specialist with 15 years of experience in managing high client volumes. Strong ability to develop lasting client relationships and improve customer satisfaction metrics. History of exceeding sales goals and enhancing operational efficiency. Dedicated to fostering positive customer interactions and driving business growth.
Overview
15
15
years of professional experience
Work History
Document Support Specialist
Community Financial Systems
Dewitt, NY
04.2024 - Current
- Implemented company transition from paper to electronic document storage and recovery.
- Developed and executed custom strategies to enhance project performance and ensure timely completion.
- Compiled comprehensive reports summarizing project progress, interactions, and feedback.
- Reviewed and organized client documentation to maintain accuracy in compliance with banking regulations.
- Collaborated with outside departments to gather essential information for task completion.
Universal Financial Service Rep
Berkshire Bank
East Syracuse, NY
01.2021 - 02.2024
- Enhanced customer relationships by establishing direct deposit, mutual funds, and credit card accounts.
- Maintained and exceeded 100% attainment of branch and individual sales goals regularly.
- Assessed financial needs and goals to present tailored investment options aligned with clients' financial status.
- Provided exceptional customer service to resolve inquiries and issues effectively through advanced product knowledge.
- Application of advanced problem-solving skills to adequately identify customer needs.
- Facilitated Credit Card Conference calls for entire NY region.
- Built strong relationships internally and externally to support team success.
- Execution of company vision to create an environment of inclusion.
Customer Service Associate
Berkshire Bank
East Syracuse, NY
05.2018 - 01.2021
- Processed daily cash transactions while assisting customers with additional inquiries.
- Educated clients about banking products and services available to improve engagement.
- Suggested personalized product solutions based on unique customer needs.
- Enhanced customer relations through friendly and knowledgeable communication.
- Addressed concerns efficiently via walk-ins, email, and phone interactions.
- Supported overall customer service objectives and team with a proactive approach.
Sales Consultant
Sutherland Global Services
Syracuse, NY
11.2011 - 10.2018
- Connected customers to new product opportunities and company offerings
- Collaborated with sales team to meet and exceed group targets
- Developed trusting relationships with clients to drive sales revenue growth
- Cultivated relationships with existing customers through consistent follow-up to enhance satisfaction and retention
- Selected for new trainee support due to exemplary performance on program
- Achieved certification as LEAD instructor
- Participated in regular training sessions on new products, services, and industry trends
Education
LEAD Management Program - Team Management
04-2015
Teachers Aide Certification -
08-2011
Graduate Level Diploma -
Fayetteville-Manlius High School
01-2004
Skills
- Microsoft Word
- Excel
- PowerPoint
- Strong Written & Verbal Communication
- Time management
- Leadership excellence
- Advanced problem solving
- Detail oriented
Timeline
Document Support Specialist
Community Financial Systems
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 Certification -
Graduate Level Diploma -
Fayetteville-Manlius High School