Intelligent and team-driven Client Care Specialist successful at operating with minimal direction or supervision to accomplish remarkable results. Experienced in taking on challenging objectives in fast-paced, demanding environments.
Overview
43
43
years of professional experience
Work History
Deposit Specialist Client Care Team
Fiserv
07.2018 - Current
Established rapport with new clients to increase satisfaction and loyalty.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Analyzed problematic areas to provide recommendations and solutions.
Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
Traveled to client locations to conduct training classes.
Identified training needs and planned classes accordingly.
Senior Vice President
First South Bank
06.1980 - 07.2017
Collaborated with senior management to develop strategic initiatives and long term goals.
Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
Established rapport with new clients to increase satisfaction and loyalty.
Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
Reached out, generated appointments and built new relationships to grow business.
Evaluated and negotiated contracts to procure favorable financial terms.
Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
Reviewed established business practices and improved processes to reduce expenses.
Promoted brand at industry events and through ongoing networking efforts.
Prospected for leads to build pipeline and convert to sales opportunities.
Developed and maintained knowledgeable and productive team of employees.
Trained new staff on job duties, company policies, and safety procedures for rapid onboarding.
Education
Did Not Finish - Banking And Financial Support Services
JSCC
Jackson, TN
High School Graduate - General Studies
Bolivar Central High High
Bolivar, TN
05.1980
Skills
Organizational Skills
Microsoft Excel
Team Goals
Outstanding Client Care
Financial Management
Revenue Quotas
Performance Goals
Customer Care
Efficient Sales Transactions
Service Delivery
Operational Procedures
Client Satisfaction
Verbal and Written Communication
Banking Standards
Community Events
Project Management
Problem-Solving Skills
Regulatory Compliance and Documentation
Business Development
Banking Operations Knowledge
Remote Video Conferencing
Core Banking
Strategic and Financial Planning
Commercial Banking
Bank Transaction Processing
Sales Proficiency
Revenue Generation
PowerPoint Presentations
Process Improvement
Timeline
Deposit Specialist Client Care Team
Fiserv
07.2018 - Current
Senior Vice President
First South Bank
06.1980 - 07.2017
Did Not Finish - Banking And Financial Support Services