A driven and competitive individual with experience in customer service and sales. Skilled at developing relationships with customers and comprehending their demands. Strong communication and interpersonal skills for providing superior customer service.
Overview
6
6
years of professional experience
Work History
Personal Banker
Wells Fargo
2024.06 - Current
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Account Coordinator
Services MPH Management, LLC
2022.08 - 2024.06
Updated portals for vendors
Facilitated weekly status reports, project documentation, and client building
Analyzed invoices to detect discrepancies, duplicate payments and overpayments, enterprise account
Updating internal databases with account details
Coordinate meetings, calls, and trainings for the Account Management team
Streamlined communication between clients and internal teams for seamless project execution.
Conducted thorough market research to identify new opportunities for account growth.
Developed strong relationships with key stakeholders, fostering trust and long-term collaboration between clients and agency partners.
Supported senior account managers in strategic planning initiatives aimed at growing existing accounts or acquiring new business opportunities.
Assisted in developing and implementing business improvement programs to bring gradual, ongoing improvements to products, processes and services.
Collections Associate
Accelerated Financial Solutions
2018.05 - 2019.04
Entered client details and notes into system for interdepartmental access and review
Processed debtor payments and updated accounts to reflect new balance
Worked with customer to create debt repayment plan based on current financial condition
Listened to customers and negotiated solutions that met creditor and debtor needs
Proved successful working within tight deadlines and fast-paced atmosphere
Used critical thinking to break down problems, evaluate solutions and make decisions.
Increased collections success by implementing effective negotiation strategies and payment plans.
Maintained a high level of professionalism while resolving delinquent accounts with tact and empathy.
Education
Bachelor Of Applied Science - Supply Chain Management And Logistics
Georgia Military College
Associates of Science - General Studies
Georgia Military College
Milledgeville
05.2022
Skills
Excellent communication
Organizational skills
Multitasking Abilities
Customer Relationships
Customer Needs Assessments
Cash Control
Service Quality
Resolving Conflicts
Highly Motivated
Critical Thinking
Problem Solving
Analytical Thinking
Strategic Planning
Relationship Building
Team Collaboration
Timeline
Personal Banker
Wells Fargo
2024.06 - Current
Account Coordinator
Services MPH Management, LLC
2022.08 - 2024.06
Collections Associate
Accelerated Financial Solutions
2018.05 - 2019.04
Bachelor Of Applied Science - Supply Chain Management And Logistics