Summary
Overview
Work History
Education
Skills
Timeline
Generic

LESLIE MARTIN

Los Angeles,CA

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

36
36
years of professional experience

Work History

Account Manager

PERRY GROUP INTERNATIONAL
01.2019 - 09.2023


  • I play a key role in delivering on the customer service expectations for our clients, prospects, and vendors
  • Key Responsibilities
  • Develop and prepare various strategic plans to improve marketing approach and sustain business performance
  • Ensure efficiency of operations by being responsible for accounts payable and receivable
  • Establish and maintain excellent performance as a positive team player and a team leader
  • Directly interface and communicate with customers and utilize customer feedback to develop strategic initiatives
  • Coordinated with internal teams to facilitate prompt delivery of client orders.

Customer Service Manager

PERRY GROUP INTERNATIONAL
01.2016 - 01.2019
  • Worked as a Senior Client Service Representative ensuring that the customer experience is exceptional throughout the entire business center
  • I play a key role in delivering on the customer service expectations for our clients, prospects, and vendors
  • Key Responsibilities
  • Develop and prepare various strategic plans to improve marketing approach and sustain business performance
  • Ensure efficiency of operations by being responsible for accounts payable and receivable
  • Meet with existing and potential customers to determine needs and services that will enhance their business efficiency
  • Act as the first point of contact for all clients and visitors providing a professional and friendly service as well as delivering an exceptional first impression
  • Conduct office tours for space
  • Establish and maintain excellent performance as a positive team player and a team leader
  • Directly interface and communicate with customers and utilize customer feedback to develop strategic initiatives
  • Resolve problems independently, escalating more difficult issues to supervisors.

Senior Client Service Representative

REGUS MANAGEMENT GROUP
09.2012 - 07.2015
  • Worked as a Senior Client Service Representative ensuring that the customer experience is exceptional throughout the entire business center
  • I play a key role in delivering on the customer service expectations for our clients, prospects, and vendors
  • Key Responsibilities
  • Develop and prepare various strategic plans to improve marketing approach and sustain business performance
  • Ensure efficiency of operations by being responsible for accounts payable and receivable
  • Meet with existing and potential customers to determine needs and services that will enhance their business efficiency
  • Act as the first point of contact for all clients and visitors providing a professional and friendly service as well as delivering an exceptional first impression
  • Conduct office tours for space
  • Establish and maintain excellent performance as a positive team player and a team leader
  • Directly interface and communicate with customers and utilize customer feedback to develop strategic initiatives
  • Resolve problems independently, escalating more difficult issues to supervisors.

Branch Operations Supervisor

CAPITALSOURCE BANK
08.2004 - 07.2012
  • Lead and coach staff toward meeting sales goals and exhibiting stellar customer service while building enduring relationships
  • Process various transactions, when necessary, including withdrawals, deposits and account opening
  • Educate customers about products and services and utilize sales skills to meet team and individual sales goals
  • Ensure compliance with all relevant policies and procedures
  • Key Responsibilities:
  • Supervise the daily operations of the branch customer representatives
  • Audit daily reports and daily transactions to ensure adherence to policies and procedures
  • Conduct staff meetings as required
  • Ensure operations and security guidelines are in compliance with federal, state and bank regulations; communicate with the staff concerning these policies or changes to the policies
  • Meet with existing and potential customers to determine needs and services that will enhance their banking relationship
  • Research and correct outages and discrepancies
  • Reconcile general ledger accounts
  • Manage cash delivery and vault security
  • Open accounts and perform other tasks of customer service representatives; cross-sell other services when appropriate
  • Approve and submit bank deposit upon completion of workday
  • Participate in community and civic activities to enhance the Bank's visibility and positive reputation.

Sr. Customer Service Representative

FREMONT INVESTMENT & LOAN
05.1998 - 08.2004
  • Process various transactions including withdrawals, deposits and account opening
  • Educate customers about products and services and utilize sales skills to meet team and individual sales goals
  • Ensure compliance with all relevant policies
  • And procedures
  • Key Responsibilities:
  • Provide memorable customer service by exceeding expectations, one customer at a time
  • Understand customer needs and provide solutions
  • Obtain information needed for opening new accounts and processing changes to existing accounts
  • Resolve problems independently, escalating more difficult issues to supervisors
  • Obtain credit records from reporting agencies
  • Balance cash drawer and negotiable items upon completion of workday.

Teller/New Accounts Representative

GREAT WESTERN BANK
01.1988 - 05.1998
  • Process various transactions including withdrawals, deposits, and account opening
  • Educate customers about products and services and utilize sales skills to meet team and individual sales goals
  • Ensure compliance with all relevant policies and procedures
  • Key Responsibilities:
  • Assist customers with opening new accounts
  • Cross sell products and services based on features and benefits
  • Process loan and credit card payments
  • Deposit or cash checks
  • Process withdrawals
  • Balance cash drawer and negotiable items upon completion of workday
  • Process night deposits or mail deposits
  • Provide excellent customer service by answering or referring financial questions to correct supervisory staff.

Education

No Degree -

University of California, Berkeley
Berkeley, CA

High School Diploma -

Notre Dame Academy Girls High School
Los Angeles, CA
06.1986

Skills

  • Strong sense of responsibility Excellent track record of dependability Outstanding ability to juggle many tasks yet delivers huge business results Consistently recognized by colleagues for cross-discipline talents in needs analysis, troubleshooting and problem resolution in fast-paced environments
  • Creative problem-solver Proven ability to troubleshoot and develop creative, innovative solutions to business challenges; successfully manage change for improved performance and efficiency Dedicated problem solver, who thinks logically, values creativity and cares about people
  • Dynamic communication/interpersonal skills Exceptional interpersonal and communication skills with proficiency to promote confidence and build and maintain strategic business/client relationships, while interfacing positively with people of diverse backgrounds and culture
  • Thrive in a team environment Initiate action and follow through to conclusion of any commitment Capably learn new skills React flexibly to changes in priority and direction, assume increased responsibilities as needed, and motivate other to achieve objectives Adaptable and hardworking, with expertise in training and managing others
  • Strong working knowledge of
  • Microsoft Office Suite, including Word, Excel, PowerPoint and Outlook
  • Accounts Payable and Accounts Receivable
  • Excellent Communication Skills
  • Vendor Management
  • Prioritizing Workflows
  • Order Processing
  • Order Management
  • Verbal and Written Communication
  • Account Servicing Skills
  • Account Management

Timeline

Account Manager

PERRY GROUP INTERNATIONAL
01.2019 - 09.2023

Customer Service Manager

PERRY GROUP INTERNATIONAL
01.2016 - 01.2019

Senior Client Service Representative

REGUS MANAGEMENT GROUP
09.2012 - 07.2015

Branch Operations Supervisor

CAPITALSOURCE BANK
08.2004 - 07.2012

Sr. Customer Service Representative

FREMONT INVESTMENT & LOAN
05.1998 - 08.2004

Teller/New Accounts Representative

GREAT WESTERN BANK
01.1988 - 05.1998

No Degree -

University of California, Berkeley

High School Diploma -

Notre Dame Academy Girls High School

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LESLIE MARTIN