Sheri Guttshall
Dillsburg,PA
Summary
Dynamic professional with a proven track record at BB&T Bank, excelling in client relationship management and sales reporting. Adept at enhancing customer satisfaction through effective problem-solving and teamwork. Recognized for streamlining processes and fostering strong client connections, driving engagement and retention in a fast-paced environment.
Overview
14
14
years of professional experience
Work History
Commercial Sales Assistant Team Lead
BB&T Bank
Carlisle, PA
03.2017 - 08.2019
- Assessed client needs and delivered customized recommendations on banking products and services.
- Optimized account documentation and application workflows to boost sales team productivity.
- Addressed client inquiries promptly, ensuring accurate information delivery regarding account management and services.
- Evaluated customer interaction data and generated detailed reports to optimize service delivery strategies.
Client Relationship Specialist
PNC Bank
Mechanicsburg, PA
10.2005 - 12.2016
- Fostered robust client relationships through proactive communication and tailored service strategies.
- Evaluated client needs to recommend customized banking solutions that enhance satisfaction and engagement.
- Orchestrated resolution of complex client inquiries, ensuring timely and effective problem-solving strategies.
- Facilitated collaboration among cross-functional teams to enhance process efficiency.
- Guided junior staff in mastering best practices for client interaction and relationship management.
- Designed comprehensive training materials emphasizing client service excellence and compliance standards.
- Coordinated distribution of marketing mailers to enhance customer outreach for new campaigns.
- Facilitated loan process by collecting necessary documentation and assisting with processing and analysis.
- Cultivated strong client relationships through proactive concern resolution and customized solutions.
- Managed client requests for standard and ad hoc reports, ensuring timely delivery and accuracy.
- Oversaw a diverse portfolio of clients, ensuring prompt communication and tailored support.
- Evaluated effectiveness of implemented strategies in achieving client objectives through regular performance reviews.
- Directed initiatives to identify and resolve potential issues proactively.
- Directed account management operations, including contract renewals and invoice processing, ensuring precision and compliance.
- Compiled and disseminated customer satisfaction reports to enhance senior management decision-making.
- Oversaw meticulous documentation of client interactions while ensuring compliance with data privacy regulations.
- Facilitated quarterly events to enhance client networking and industry knowledge sharing.
- Oversaw quality assurance initiatives by conducting root cause analysis and implementing customer feedback survey insights.
- Led client meetings and collaborated with supervisor to enhance partnership-building skills.
- Addressed service issues by clarifying customer complaints, identifying root causes, and implementing tailored solutions.
- Collaborated with project leaders to address challenges and enhance client service delivery.
- Facilitated collaboration with internal teams to evaluate client needs, identify pain points, and refine revenue strategies.
- Optimized onboarding processes for new clients, enhancing efficiency in initial setup stages.
- Provided responsive client support during high-pressure periods to mitigate dissatisfaction.
- Executed routine report generation and data analysis, presenting findings to senior management.
- Facilitated collaboration among internal teams to address complex issues and enhance client retention.
- Cultivated enduring relationships with key decision-makers in client organizations through proactive outreach initiatives.
- Oversaw customer relations management to enhance retention strategies.
- Facilitated communication between customers and organization, emphasizing collaboration with sales department.
- Developed comprehensive training guides and facilitated in-person and online courses to enhance customer user experience in software environments.
- Addressed and resolved customer inquiries and complaints with efficiency and precision.
- Provided exceptional customer service by utilizing in-depth product and service knowledge.
- Delivered exceptional support by addressing customer requests and providing tailored recommendations.
- Executed prompt service delivery to prioritize customer needs.
- Demonstrated high energy and professionalism in client and staff interactions.
- Ensured customer satisfaction by following up on resolved issues.
- Monitored and updated knowledge of product and service changes to ensure informed decision-making.
- Instructed customers on billing payment processing and support policies to enhance understanding.
- Delivered exceptional customer care by addressing inquiries, guiding product selection, and managing order processing.
- Adapted swiftly to dynamic changes, ensuring seamless transitions within the team.
- Enhanced customer experience by proactively addressing concerns with empathy and efficiently resolving issues.
- Cultivated strong client relationships, establishing a reputation for surpassing service standards.
- Facilitated collaboration among staff members to elevate customer service experience and achieve team objectives.
- Facilitated training sessions for new personnel on company operations, policies, and services.
- Analyzed and rectified discrepancies and errors in customer accounts.
- Optimized productivity levels through proactive needs assessment and exceptional support delivery.
- Facilitated cross-training initiatives and delivered backup support for organizational leadership.
- Analyzed and addressed accounting service and delivery issues to enhance operational efficiency.
Education
High School Diploma -
Hempfield Senior High School
Greensburg, PA06.1995
Skills
- CRM software proficiency
- Sales reporting
- Pipeline management
- Teamwork
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent communication
- Customer satisfaction
- Organizational skills
- Team collaboration
- Team leadership
- Active listening
- Adaptability and flexibility
- Decision-making
- Cash handling
- Customer engagement
- Relationship building
- Task prioritization
- Self motivation
- Interpersonal skills
- Product knowledge
- Professionalism
- Opening and closing procedures
- Time management abilities
- Continuous improvement
- Processing payments
- Professional demeanor
- Problem-solving aptitude
Timeline
Commercial Sales Assistant Team Lead
BB&T Bank
03.2017 - 08.2019
Client Relationship Specialist
PNC Bank
10.2005 - 12.2016
High School Diploma -
Hempfield Senior High School