Summary
Overview
Work History
Education
Skills
Carmel Financial Awarded National Account Executive 11 times for producing 74% of companies revenue
Timeline
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William Bennett

Indianapolis,IN

Summary

Dynamic professional with a proven track record at Woodforest National Bank, excelling in appointment coordination and document organization. Recognized for enhancing customer satisfaction and streamlining operations, I leverage sales expertise and strong interpersonal skills to drive results and foster lasting client relationships. Committed to delivering exceptional service and achieving organizational goals.

Overview

29
29
years of professional experience

Work History

Branch Assistant of Operations

Woodforest National Bank
03.2025 - Current
  • Assisted in daily branch operations, ensuring smooth workflow and customer satisfaction.
  • Supported staff with administrative tasks, enhancing overall efficiency and communication.
  • Maintained accurate records and documentation for various branch activities.
  • Provided exceptional customer service, addressing inquiries and resolving issues promptly.
  • Collaborated with team members to organize branch events and community outreach programs.
  • Utilized company software for scheduling appointments and managing customer databases.
  • Worked closely with upper management on special projects that allowed our branch to better serve our clients'' needs.
  • Maintained accurate records of transactions, ensuring compliance with company policies and financial regulations.

Department Assistant

Milwaukee Tools
10.2021 - 12.2023
  • Provided administrative support to department, managing scheduling and correspondence.
  • Assisted in organizing departmental meetings, preparing agendas and minutes for distribution.
  • Facilitated smooth event planning, coordinating logistics for multiple departmental gatherings that fostered team cohesion.
  • Improved departmental response times to external requests by implementing tracking and follow-up system.
  • Fostered positive work environment by organizing team-building activities that enhanced interdepartmental relationships.
  • Elevated customer service standards by promptly addressing inquiries and concerns, ensuring stakeholder satisfaction.
  • Proofread and edited documents for accuracy and grammar.
  • Volunteered to help with special projects of varying degrees of complexity.

Sales Executive

Better Business Bureau of Central Indiana
10.2018 - 08.2020
  • Cultivated relationships with clients to enhance customer loyalty and retention.
  • Executed sales strategies to achieve monthly revenue targets consistently.
  • Analyzed market trends to identify new business opportunities and adjust sales tactics.
  • Collaborated with marketing team on promotional campaigns to boost product visibility.
  • Delivered product presentations and demonstrations to prospective clients, enhancing engagement.
  • Implemented feedback mechanisms to refine sales processes and improve customer satisfaction.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.

Financial Services Representative

Crane Incorporated James Miller
10.2012 - 05.2018
  • Assisted clients in understanding financial products, enhancing customer satisfaction and retention.
  • Processed account transactions accurately, ensuring compliance with regulatory standards.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
  • Led training sessions for new hires on financial products and services, enhancing team knowledge and performance.
  • Negotiated with product providers to secure exclusive deals, offering clients competitive investment options.

National Sales Executive

Carmel Financial Corporation Inc.
02.2006 - 01.2012
  • Cultivated strong relationships with clients to enhance customer satisfaction and retention.
  • Developed targeted sales strategies to increase market penetration and brand awareness.
  • Conducted comprehensive market analysis to identify emerging trends and opportunities.
  • Mentored junior sales staff, fostering professional growth and enhancing team performance.
  • Streamlined sales processes, improving efficiency and reducing turnaround times for client proposals.
  • Led cross-functional teams in executing successful promotional campaigns, boosting product visibility.
  • Negotiated contracts with key accounts, securing favorable terms that maximized revenue potential.
  • Streamlined sales process to improve efficiency, reduce cycle time, and close deals faster.
  • Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
  • Managed pipeline efficiently, prioritizing tasks according to urgency/importance while maintaining focus on long-term objectives.
  • Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
  • Participated in industry trade shows to represent company and generate valuable leads for future business growth.
  • Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
  • Secured new clients by developing and implementing strategic sales plans that focused on target industries.
  • Expanded company's reach by establishing partnerships with key industry players.
  • Cultivated long-term relationships with high-value clients to ensure repeat business and referrals.

Branch Assistant of Sales /Senior Account Executive

Beneficial Indiana Inc/ Conseco
03.1997 - 12.2004
  • Assisted in daily branch operations, ensuring efficient processing of customer transactions.
  • Maintained accurate records and documentation for compliance with banking regulations.
  • Developed training materials to support ongoing employee development initiatives.
  • Led branch initiatives to enhance community engagement and promote local events.
  • Collaborated with other team members to deliver exceptional service, fostering a positive work environment.
  • Assisted in the development of marketing strategies to attract new customers and increase branch revenue.
  • Aided in staff training initiatives, sharing knowledge and expertise to build a stronger workforce.
  • Educated customers on various banking products and services, helping them make informed decisions about their finances.
  • Handled account opening procedures thoroughly verifying required documentation reducing risk factors.
  • Administered loan application processing effectively from start to finish assuring client satisfaction.
  • Advised customers of products and services and assisted bankers in delivering superior customer service.

Education

Post-Degree Certificate - Business Education

Indiana University Purdue University of Indianapolis
Indianapolis, IN

Skills

  • Appointment coordination
  • Document organization
  • Proficient in organization
  • Sales expertise

Carmel Financial Awarded National Account Executive 11 times for producing 74% of companies revenue

I was awarded the National Account Executive award 11 times for my volume produced in new business and highest existing business from 


February 2006 to January 2012 producing over 74% of the entire companies revenue .



Timeline

Branch Assistant of Operations

Woodforest National Bank
03.2025 - Current

Department Assistant

Milwaukee Tools
10.2021 - 12.2023

Sales Executive

Better Business Bureau of Central Indiana
10.2018 - 08.2020

Financial Services Representative

Crane Incorporated James Miller
10.2012 - 05.2018

National Sales Executive

Carmel Financial Corporation Inc.
02.2006 - 01.2012

Branch Assistant of Sales /Senior Account Executive

Beneficial Indiana Inc/ Conseco
03.1997 - 12.2004

Post-Degree Certificate - Business Education

Indiana University Purdue University of Indianapolis

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William Bennett