Susan M. Carswell
Summary
Highly accomplished and ambitious business development professional with experience building an extensive book of business in the banking industry. Demonstrated skill working with small to medium-sized companies to provide expert guidance to aid in achieving their short and long-term objectives. Noted skill for providing the highest levels of customer service to promote client retention and drive revenue growth. Strong history of community involvement including serving on the boards of multiple nonprofit organizations.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Office Coordinator
White Glove Services, LLC
12.2024 - Current
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Responsible for scheduling all field appointments for field staff.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
- Improved client satisfaction by promptly responding to inquiries and resolving issues in a professional manner.
REALTOR
CALCAGNI REAL ESTATE
01.2023 - Current
Licensed Realtor
COLDWELL BANKER REAL ESTATE
01.2020 - 01.2023
- Assisted home buyers in finding and purchasing homes
- Assisted sellers in listing and selling their homes
- Prepared comparative market analyses on behalf of sellers and appraisers
- Supervised inspections, walk-throughs and open houses
- Advised clients on what they should or shouldn't address regarding inspection results/buyer requests
- Aided in negotiation of submitted offers for buyers
Licensed Local and Global Realtor
PAGE TAFT CHRISTIE'S INTERNATIONAL REAL ESTATE
01.2019 - 01.2020
- Same as above
Associate Financial Advisor
DIASTOLE WEALTH MANAGEMENT
01.2017 - 01.2018
- Transitioned to financial advisement field with a registered investment advisory/wealth management firm
- Building financial planning writing skills while actively engaging with current clients to provide support and response to ever-changing life events
- Interface with partners/financial advisors to further develop financial knowledge base
- Awarded several bonuses for expertly addressing clients' needs and providing excellent customer service
Business Development Officer
GUILFORD SAVINGS BANK
01.2007 - 01.2017
- Successfully promoted commercial lending services and business banking products while targeting small and medium-sized businesses across a designated territory as part of the bank's strategic lending and retail financial areas
- Closed on numerous new merchant card processing accounts in addition to facilitating commercial lines of credit & commercial loans that increased bank revenues
- Instrumental in introducing several products such as remote deposit capture and overnight sweep accounts that directly led to client retention
Associate Territory Manager
CONVATEC (Division of Bristol-Myers)
01.2004 - 01.2005
- Aggressively marketed and sold wound care, skin care, and ostomy products to accounts across Tri-state, New England and Pennsylvania territories in addition to providing expert sales support for nine territory managers
- Responded to customer product-related inquiries, and satisfied all requests to their satisfaction
- Developed and presented marketing materials and product samples to customers, and created highly successful direct mail programs for territory managers in alignment with quarterly incentive programs
Pharmaceutical Sales Representative
WHITEHALL-ROBINS, INC.
01.1995 - 01.1997
- Expertly represented company products by making creative presentations to physicians explaining the biological benefits to in turn encourage product recommendations to physicians' patients
- Became a pharmacological product subject matter expert for all company drugs to maintain full knowledge of side effects, proper dosages, and contraindications
- Prior experience as Account Representative & Sales Representative for Dictaphone Corporation, and Marketing Assistant for King-Casey, Inc
Education
Bachelor of Science - Business Communication
Bentley College (now University)
Waltham, MASkills
- Client acquisition expertise
- Customer relationship management
- Proficient in macOS and Windows systems
- Skilled in Microsoft Office suite
- Real estate marketing
- Appointment coordination expertise
Certification
- Sales Skills training through Pitney Bowes Training Center & Wyeth-Ayerst, New Jersey
- Pacesetter Selling Skills through Convatec/Bristol-Myers
- Omega Performance Lending Program (online)
Timeline
Office Coordinator
White Glove Services, LLC
12.2024 - Current
REALTOR
CALCAGNI REAL ESTATE
01.2023 - Current
Licensed Realtor
COLDWELL BANKER REAL ESTATE
01.2020 - 01.2023
Licensed Local and Global Realtor
PAGE TAFT CHRISTIE'S INTERNATIONAL REAL ESTATE
01.2019 - 01.2020
Associate Financial Advisor
DIASTOLE WEALTH MANAGEMENT
01.2017 - 01.2018
Business Development Officer
GUILFORD SAVINGS BANK
01.2007 - 01.2017
Associate Territory Manager
CONVATEC (Division of Bristol-Myers)
01.2004 - 01.2005
Pharmaceutical Sales Representative
WHITEHALL-ROBINS, INC.
01.1995 - 01.1997
Bachelor of Science - Business Communication
Bentley College (now University)
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