Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rico R Mattison Jr

Atlanta,US

Summary

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

Georgia Military College

Associates of Science - General Studies

Georgia Military College
Rico R Mattison Jr