Philip Scheide
Fountain Inn,SC
Summary
Highly educated, self starter, motivated individual with extensive background in Client Services/ Sales Industry
A leader, builds teamwork and cohesiveness in fast paced, challenging environments,
Easily handles deadline oriented tasks
Consistently exceeds all performance metrics
Overview
25
25
years of professional experience
Work History
Senior Client Services Advocate
Bank Of America, N.A.
01.2019 - 07.2023
- Worked effectively with fellow team members to coordinate effective solutions to assist clients
- Delivered friendly service and offered expert support in every interaction.
- Maintained positive relationships with community to build and nurture dynamic partnerships.
- Assisted clients in establishing estate and retirement accounts.
- Helped clients with IRA questions
- Sourced Merrill Edge Investment referrals
- Coached colleagues on consultative sales process to uncover additional opportunities
Preferred Relationship Specialist
Bank Of America, N.A.
02.2016 - 01.2019
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Security Consultant
Safeguard Security And Surveillance, Inc
03.2015 - 02.2016
- Develop relationships with prospective clients needing security systems for home and/ or business
- Demonstrate company and smart security systems for smart homes
- Developed reasonable and cost effective recommendations for security improvement
- Followed up with new and existing clients to increase retention
Personal Financial Associate
First Niagara Bank
01.2013 - 03.2015
- Greeted customers and offered assistance for increased customer satisfaction.
- Listened to customer needs and desires to identify and recommend optimal products.
- Developed Investment portfolios 100,000- 250,000
- Assisted clients with inquiries on deposit products, to help build creative solutions
- Assured client retention through friendly, exceptional service
Assistant Manager/ Senior Banker
Citizens Bank
03.2011 - 01.2013
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Increased employee performance and job satisfaction to strengthen retention and engagement.
Senior Personal Banker
Bank Of America, N.A.
06.1998 - 03.2011
- Cross-sold bank products and services to meet customer needs and provide options.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Million Dollar Sales Club
- Home Equity Sales Champion
- Greeting clients in lobby to decrease client wait times
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Education
Bachelor of Arts - Business Communications
Fort Lewis College
Durango, CO05.1993
Skills
- Customer Relationship Management
- Teamwork and Collaboration
- Establishing Effective Relationships
- Customer Experience
- Estate Planning
- Problem Resolution
- Building Trust and
- Relationships
- Scheduling and Appointment Setting
- 25 years in Client Services/ Sales Industry
Timeline
Senior Client Services Advocate
Bank Of America, N.A.
01.2019 - 07.2023
Preferred Relationship Specialist
Bank Of America, N.A.
02.2016 - 01.2019
Security Consultant
Safeguard Security And Surveillance, Inc
03.2015 - 02.2016
Personal Financial Associate
First Niagara Bank
01.2013 - 03.2015
Assistant Manager/ Senior Banker
Citizens Bank
03.2011 - 01.2013
Senior Personal Banker
Bank Of America, N.A.
06.1998 - 03.2011
Bachelor of Arts - Business Communications
Fort Lewis College
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