Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic

Paul A. Haecherl Jr.

Puyallup,WA

Summary

Results-oriented professional with over 10 years of experience in relationship-building and sales. Seeking a management position where I can leverage my expertise in empowering teams and driving performance to contribute to organizational growth and success. Personable customer relations leader driven to exceed customer expectations while promoting adherence to company standards and guidelines.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Float Market Client Relations Consultant

US Bank
11.2022 - Current
  • Expert in providing personalized customer service to develop and deepen customer relationships, focusing on solutions through products and services.
  • Collaborated with leadership to identify target market goals and developed strategies to maximize employee engagement.
  • Co-created and oversaw a statewide call training program to enhance marketing techniques and call etiquette, increasing sales production and improving customer relations.
  • On-boarded, trained, and mentored new hires through proactive outreach and personalized coaching, resulting in improved employee morale and skill efficiency.
  • Partnered with branch managers to improve operational efficiency and ensure alignment with organizational goals.
  • Served as an escalation point for customer service problems, providing prompt and professional resolutions and successfully deescalating 90% of issues without manager involvement.
  • Provided consistent feedback to employees to improve skill set and meet agreed sales targets.
  • Actively volunteered in community events to promote corporate social responsibility and brand awareness.
  • Organized regular meetings with clients to review progress, discuss concerns, and identify areas for improvement.
  • Maintained understanding of industry trends affecting clients, issuing recommendations regarding communication strategy.
  • Conducted thorough analyses of client needs, providing strategic recommendations to drive growth and success.

Lending Solutions Specialist

BECU
01.2021 - 11.2022
  • Acted as a trusted advisor to members, delivering the highest level of service while maximizing member engagement through sales and service experiences.
  • Interviewed and completed loan applications for consumer lending products, real estate secured loans, and business loans, ensuring accuracy and compliance.
  • Developed cold call referrals through community involvement to screen for potential loan opportunities.
  • Identified opportunities for upselling additional services, resulting in increased revenue for the company.
  • Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
  • Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Negotiated loan terms and conditions with customers to secure best deal.

Member Consultant III

BECU
08.2016 - 01.2021
  • Utilized in-depth product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
  • Developed new member relationships by explaining financial management strategies to diverse audiences.
  • Analyzed, researched, and resolved discrepancies related to consumer accounts and loans.
  • Received the Member Hero Award for achieving perfect customer service scores on surveys
  • Volunteered in trade shows and industry events to promote products and brand awareness, resulting in increased sales production.

Education

Bachelor of Science - Clinical Physiology

Central Washington University
Ellensburg, WA
08.2014

Skills

  • Strong Relationship Building
  • Solution-Oriented Professional
  • Rapid Adaptation to Change
  • Articulate and Persuasive Communicator
  • Training and mentoring
  • Customer service excellence
  • Relationship Building

Additional Information

National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z., Actively participates in corporate and business line training, ensuring compliance with all legal and regulatory requirements.

Certification

National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E Act of 2008 and Regulation Z.

Timeline

Float Market Client Relations Consultant

US Bank
11.2022 - Current

Lending Solutions Specialist

BECU
01.2021 - 11.2022

Member Consultant III

BECU
08.2016 - 01.2021

Bachelor of Science - Clinical Physiology

Central Washington University

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Paul A. Haecherl Jr.