William Walls
Chino,CA
Summary
Ranked top 1% in current department for 19 consecutive months.
Posses strong public relations, communication, bookkeeping and sales skills. Takes pride in maintaining accuracy in all facets of money handling. Able to identify and resolve problems, remain organized and work well with little or no supervision. Understands the importance of providing excellent service, to maintain customer satisfaction, create trust and generate return business.
Overview
17
17
years of professional experience
Work History
Member Services Specialist
Orange County's Credit Union
10.2021 - Current
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Researched and resolved customer complaints and disputes related to credit card accounts.
- Recommended products and services to meet customers' credit card and banking needs.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Trained new personnel regarding company operations, policies and services.
- Transitional sales to loan products such as credit cards, personal loans, auto loans and home equity lines of credit.
- Processed wire transfers up to $250,000.
Personal Banker
Wells Fargo
09.2014 - 10.2021
- Inbound Transitional Sales
- Serviced Checking/Savings accounts
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Serviced Loans and Lines of Credit
- Education and training of new employees
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Inbound Sales/Customer Sales Agent
Alta Resources
07.2013 - 09.2014
- Resolved complaints to satisfy customers and encourage future transactions.
- Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions.
- Processed customer order, quote, and return transactions and offered additional products and services.
- Educated customers about product terminology, features, and benefits to improve sales and customer satisfaction.
- Incorporated cross-selling, up-selling and add-ons and offered promotional items to increase sales.
- Documented details of calls and customer interactions.
Account Manager
Bank of America Financial Center
01.2007 - 01.2010
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Educated clients on new products or services to increase customer engagement with brand.
- Built strong relationships with customers to increase retention and loyalty.
- Implemented strategies to reduce risk of credit card fraud and identity theft.
- Trained and coached new representatives regarding daily duties through shadowing, reverse shadowing and role-playing.
- Inbound/outbound transitional sales
- Serviced credit cards
Education
High School Diploma - General Education
Ruben S. Ayala High School
Chino Hills, CA2003
Skills
- Financial advisement
- Loans
- Financial product knowledge
- Sales strategy
- Financial services
- Revenue Generation
- Excellent Communication
- Problem-Solving
Timeline
Member Services Specialist
Orange County's Credit Union
10.2021 - Current
Personal Banker
Wells Fargo
09.2014 - 10.2021
Inbound Sales/Customer Sales Agent
Alta Resources
07.2013 - 09.2014
Account Manager
Bank of America Financial Center
01.2007 - 01.2010
High School Diploma - General Education
Ruben S. Ayala High School
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