Tammy Cleveland
Cedar Rapids
Summary
Dynamic Account Executive II at Cedar Rapids Bank & Trust with proven expertise in client relationship management and sales strategy development. Successfully fostered client satisfaction and retention, driving business growth. Skilled in financial reporting and adept at building strong connections, resulting in enhanced customer loyalty and engagement.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Executive II
Cedar Rapids Bank & Trust
03.2023 - 10.2024
- Promotes Bank products and functions
- Achieves set goals for branch and client satisfaction
- Contributes to the development and retention of client relationships
Commercial Assistant
Heartland Bank & Trust
Cedar Rapids
08.2022 - 03.2023
- Assist Commercial Lenders with documentation
- Prepares lending documents
- Knowledge of state commercial lending
Customer Relationship Manager
Progressive
11.2021 - 08.2022
- Property & Casualty licensed with home base in Iowa and an additional 29 states
- Take inbound calls for auto and special lines selling policy or owning the call
- Received numerous customer compliments during OJT and in Regional
Account Manager
State Farm – Kari Klien Agency
Cedar Rapids
01.2021 - 06.2021
- Ability to manage proprietary complex computer software systems
- Manage phone systems, office calendar and day to day work flow
- Knowledgeable in Property & Casualty questions and claim
Payment Reminder Specialist
Collins Community Credit Union
Cedar Rapids
03.2020 - 01.2021
- Inbound/Outbound calls to request late payments
- Notate all communication in the Credit Solutions system
- Work with Senior Payment Specialist to achieve goals
Agent II – Call Center
Collins Community Credit Union
Cedar Rapids
08.2019 - 03.2020
- Effectively work in fast paced call center
- Process loans received and suggest products
- Work with multiple programs
Member Service Consultant
Collins Community Credit Union
Cedar Rapids
12.2018 - 08.2019
- Help members both on the line and in one on one setting
- Promote Credit Union products and healthy financial status
- Build relationships and repeat clientele with membership
Education
Bachelor of Arts - Marketing
Mount Mercy College
Cedar Rapids, Iowa05.2002
Accredited Massage Therapist -
Carlson College of Massage Therapy
Anamosa, Iowa07.1997
Skills
- Client relationship management
- Sales strategy development
- Market analysis
- Financial reporting
- Lead generation
- Customer service
Certification
- Active Notary, 807558
- NMLS, (Inactive 12/20) 1698526
- Property & Casualty License
Accomplishments
- Employee Of The Year - Top 10 percent at UICCU
References
References available upon request.
Timeline
Account Executive II
Cedar Rapids Bank & Trust
03.2023 - 10.2024
Commercial Assistant
Heartland Bank & Trust
08.2022 - 03.2023
Customer Relationship Manager
Progressive
11.2021 - 08.2022
Account Manager
State Farm – Kari Klien Agency
01.2021 - 06.2021
Payment Reminder Specialist
Collins Community Credit Union
03.2020 - 01.2021
Agent II – Call Center
Collins Community Credit Union
08.2019 - 03.2020
Member Service Consultant
Collins Community Credit Union
12.2018 - 08.2019
Bachelor of Arts - Marketing
Mount Mercy College
Accredited Massage Therapist -
Carlson College of Massage Therapy
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