Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
7
7
years of professional experience
Work History
Client Service Executive/Platinum Processing
BNY Mellon
Lake Mary, FL
07.2022 - Current
Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records.
Serves as primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients.
Work with existing customers to increase purchases of products and services.
Reached out to potential customers via telephone, email and in-person inquiries.
Identified distributor challenges related to corporate service offerings in order to formulate potential solutions.
Collaborated with company departments to develop new strategies to capitalize on emerging customer and market trends.
Performed research to uncover potential target areas, markets and industries.
Researched and identified opportunities for account growth, account penetration and market expansion.
Mentored local personnel on best practices and protocols to maximize productivity.
Business Development/Director of Community Relations
Tri County Caregiver Resource Center
Taveres, FL
03.2020 - 06.2022
Exceeded targets by building, directing and motivating high-performing sales team.
Supervised sales team of 5 people, stepping in to support employees and deliver smooth sales processes for clients.
Facilitated 78% increase in sales over previous year.
Made onsite sales calls to prospective customers to help sales representatives close lucrative deals.
Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team.
Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
Gave benefit-oriented, polished presentations driving dramatic revenue growth across multiple sales channels in hospitals, Skilled Rehabs and Assisted Living communities.
Secured and grew 120 accounts in assigned region and met sales goals.
Negotiated and closed long-term agreements with new clients in assigned territory.
Analyzed market trends and customer needs to identify new business development opportunities.
Payroll Manager
Brookdale Assisted Living
Oviedo, FL
04.2017 - 02.2020
Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
Investigated payroll variances and employee claims to resolve discrepancies and balance financial records.
Reviewed time records for over 100 employees to verify accuracy of information.
Coordinated new hire and termination processes to facilitate smooth operations.
Prepared and filed accurate and timely payroll tax returns and other related reports to comply with tax laws and regulations.
Responded to employee inquiries to provide assistance with payroll-related questions.
Developed and maintained relationships with outside vendors to acquire mutually beneficial contracts.
Monitored and updated employee information in payroll system to add changes in salary, bonuses and deductions.
Developed and implemented payroll procedures and policies to determine compliance with regulations.
Education
Bachelor of Science - Cybersecurity
Southern New Hampshire University
Hooksett, NH
05.2024
Skills
Networking strength
Prospect targeting
Business development and planning
Goals and performance
Revenue Generation
Staff Management
Marketing
New Business Development
Verbal and written communication
Territory Management
Relationship building and management
Product and service sales
Timeline
Client Service Executive/Platinum Processing
BNY Mellon
07.2022 - Current
Business Development/Director of Community Relations
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)