Philip Boler
Chicago,IL
Summary
A results-driven professional with a proven track record in life insurance, personal banking, college recruiting, and customer service, pursuing a challenging opportunity to leverage expertise in client relations, sales, and talent acquisition. Committed to driving unparalleled excellence and making a significant impact on organizational success through strategic recruitment and exceptional customer service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Banker
Alliant Credit Union
08.2021 - 06.2024
- - Consistently deliver exceptional customer service, surpassing management standards
- - Possess comprehensive knowledge of bank products, including loans, IRAs, and safe deposit box services
- - Identify and address the needs of potential and existing customers, providing suitable product recommendations and referrals
- - Proactively handle inquiries, resolve issues promptly, and ensure customer satisfaction
- - Collaborate with cross-functional teams and actively participate in bank events, trade shows, and community activities
- - Maintain meticulous attention to detail in account opening, maintenance, and closure processes, adhering to regulatory requirements
Business Developer Representative
E-Financial
05.2019 - 06.2021
- - Develop strategic growth plans and foster long-term relationships with existing clients
- - Drive client expansion initiatives, resulting in a significant increase in the customer base
- - Demonstrate extensive knowledge of business products and value propositions, effectively translating them into persuasive business proposals
- - Skillfully negotiate with stakeholders, ensuring favorable outcomes for all parties involved
- - Conduct thorough market research, identifying new business opportunities and potential income streams
- - Stay abreast of local and international industry trends, leveraging insights to drive competitive advantages
- - Draft and review contracts with meticulous attention to detail, ensuring clarity and mitigating risks
- - Provide comprehensive reports on successes and areas for improvement, driving continuous enhancement
Recruiter/Admissions Support
Student Scout
11.2017 - 01.2019
- - Spearheaded recruitment efforts for multiple colleges and locations, demonstrating superior communication and organization skills
- - Managed high-volume workload within a fast-paced environment, consistently meeting performance benchmarks
- - Proactively addressed client inquiries, swiftly clearing discrepancies and enhancing customer satisfaction
- - Leveraged advanced client relations training to enhance productivity and deliver exceptional service
- - Championed process improvements through insightful recommendations and analysis of departmental reports
- - Educated clients on program details and effectively guided them through the website navigation
- - Successfully handled concurrent tasks, including escalated issues and time-sensitive record keeping
Call Center Customer Service/Sales Agent
AT&T
02.2015 - 03.2017
- - Delighted customers by resolving their complaints, ensuring positive outcomes and building strong relationships
- - Maintained accurate and updated customer accounts, demonstrating meticulous attention to detail
- - Effectively showcased product features, employing persuasive selling techniques to maximize sales
- - Assisted customers with order placement, refunds, exchanges, and provided comprehensive product information
- - Proactively engaged in cold calling activities, successfully attracting new customers and expanding the customer base
- - Delivered customer support throughout the payment procedure, resolving any issues promptly and professionally
Warehouse Worker
Nexus
08.2014 - 02.2015
- - Implemented efficient document management processes to streamline warehouse operations
- - Optimized order picking and packing procedures, ensuring accuracy and timely stock maintenance
- - Performed quality checks to guarantee the integrity of pick-ticket items
- - Demonstrated excellent organizational skills in order sequencing and ensuring proper item placement
- - Prepared necessary documentation with meticulous attention to detail
- - Instrumental in coordinating seamless material transfers, contributing to efficient supply chain management
Education
Associate's degree - Business Administration
East-West University
Chicago, IL09.2019
Associate - Electrical Construction
Coyne College
Chicago, IL06.2018
Skills
- Communication Skills
- Strategic Planning
- Microsoft Office
- Data Entry
- Salesforce
- Direct Support
- Inside Sales
- CRM Software
- Time Management
- Guest Services
- Windows
- Talent Acquisition
- Telemarketing
- Call Center
- B2B Sales
- Microsoft Word
- Management
- Hospital Experience
- Cold Calling
- Recruiting
- Hospitality
- Customer Support
- OPERA
- Sales
- Call Center Management
- Hotel Experience
- Leadership Experience
- Help Desk
- Customer Service
- Insurance Sales
- Customer Acquisition
- Janitorial Experience
- Cold calling
- Inside sales
- CRM software
- Insurance sales
- Customer service
- Business development
- Account management
- Accounts payable
Certification
- Life & Health Insurance License
- Driver's License
Timeline
Personal Banker
Alliant Credit Union
08.2021 - 06.2024
Business Developer Representative
E-Financial
05.2019 - 06.2021
Recruiter/Admissions Support
Student Scout
11.2017 - 01.2019
Call Center Customer Service/Sales Agent
AT&T
02.2015 - 03.2017
Warehouse Worker
Nexus
08.2014 - 02.2015
Associate's degree - Business Administration
East-West University
Associate - Electrical Construction
Coyne College
- Life & Health Insurance License
- Driver's License
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