Sheri Muma
Standish,MI
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
10
10
years of professional experience
Work History
Insurance Customer Service Representative
Farm Bureau Insurance
07.2022 - Current
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Assessed customer needs and recommended suitable insurance policies.
- Modified, updated and processed existing policies.
- Collected premiums and issued accurate receipts.
Bank Branch Manager
Huntington National Bank
01.2022 - 04.2023
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Assessed employee performance and developed improvement plans.
- Optimized staff productivity through effective scheduling, task delegation, and performance monitoring.
- Strengthened cross-selling initiatives by identifying customers'' financial needs and recommending suitable products or services.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Streamlined communication between departments for better collaboration on complex projects or problem-solving situations related to client accounts or loans application processing.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Submitted loan applications to underwriter for verification and recommendation.
Financial Relationship Banker
Huntington National Bank
12.2019 - 01.2022
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Increased daily sales by [Number]% by upselling banking products and financial services to customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Greeted customers and delivered information about new account processes.
- Verified customer identity and reviewed documentation for accuracy.
- Presented new and additional products and services to existing customers.
- Processed customer payments and account setup charges.
Auto Sales Associate
Schafer Chevrolet
06.2014 - 12.2019
- Collaborated with the service department to address any post-sale issues or inquiries from customers.
- Fulfilled monthly sales targets consistently by employing strategic selling techniques.
- Enhanced dealership reputation by delivering exceptional customer service experiences.
- Utilized digital marketing tools to create targeted advertising campaigns that drove showroom traffic.
- Maintained up-to-date knowledge of inventory, including features, specifications, and pricing.
- Leveraged CRM tools to manage client interactions and follow-ups effectively.
- Generated new leads through referrals and networking efforts.
- Conducted comprehensive vehicle presentations and test drives for potential buyers.
- Collaborated with finance department to secure optimal financing options for customers.
- Boosted sales revenue through effective negotiation and closing tactics.
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
Education
High School Diploma -
Houghton Lake High School
Houghton Lake, MI06.1997
Skills
- Financial Transactions
- Documentation abilities
- Account Management
- Staff Management
- Schedule Preparation
- Computer Skills
- Teamwork and Collaboration
Accomplishments
Completed Branch Manager Academy
Licensed Michigan Notary
2021 Directors Club
Licensed Notary
Active Michigan Notary
Additional Information
Active Notarty
Timeline
Insurance Customer Service Representative
Farm Bureau Insurance
07.2022 - Current
Bank Branch Manager
Huntington National Bank
01.2022 - 04.2023
Financial Relationship Banker
Huntington National Bank
12.2019 - 01.2022
Auto Sales Associate
Schafer Chevrolet
06.2014 - 12.2019
High School Diploma -
Houghton Lake High School