Richard Wilson
High Point,NC
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
15
15
years of professional experience
Work History
Project Manager /Business Operations Lead
Equitable Life Insurance
Charlotte , NC
2018.10 - Current
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
- Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
Consultant - Product Development
Lincoln Financial Group
Greensboro , NC
2013.02 - 2017.12
- Prepared product statements and customization proposals for existing customers or new prospects.
- Reviewed design specifications, quality assurance plans and demonstration scripts.
- Identified new business requirements through analyzing market data, customer requirements, competitive offerings and overall industry direction.
- Worked with development team on design and requirement management of new and existing products.
- Assessed competitors products and designs to compare projects.
- Reviewed products and updates for company quality standards compliance.
Customer Relationship Manager
Bank Of America
Greensboro , NC
2006.03 - 2012.09
- Reinforced established quality control standards and followed procedures for optimal customer interactions.
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Managed customer relations on ongoing basis to maximize customer retention.
Education
Bachelor of Science - Data Analytics
Southern New Hampshire University
Online08.2023
Associate of Arts -
James Sprunt Community College
Kenansville, NC05.2003
Skills
- Decision Making
- Public Information Research
- Business Tracking
- Project planning and development
- Advanced problem solving
- Strategic planning
Timeline
Project Manager /Business Operations Lead
Equitable Life Insurance
2018.10 - Current
Consultant - Product Development
Lincoln Financial Group
2013.02 - 2017.12
Customer Relationship Manager
Bank Of America
2006.03 - 2012.09
Bachelor of Science - Data Analytics
Southern New Hampshire University
Associate of Arts -
James Sprunt Community College
Similar Profiles
AMY RIDGEWAYAMY RIDGEWAY
LEAD MANAGER/DIRECTOR – CALL CENTER at EQUITABLE LIFE INSURANCE CO. (FORMALY AXA, US)LEAD MANAGER/DIRECTOR – CALL CENTER at EQUITABLE LIFE INSURANCE CO. (FORMALY AXA, US)
LaShanda TaplerLaShanda Tapler
Head of Customer Engagement Manager Team at Equitable Life InsuranceHead of Customer Engagement Manager Team at Equitable Life Insurance
Manuel RegaladoManuel Regalado
Customer Service Agent at Equitable Life insuranceCustomer Service Agent at Equitable Life insurance