WILLIAM WALLS
Anaheim,CA
Summary
Results driven sales professional with over 15 years of experience in financial services, telecommunications and customer service. Proven ability to lead teams, coach employees to exceed sales goals a deliver exceptional customer experiences. Seeking to leverage strong leadership and sales expertise to drive revenue growth and develop high-performing teams in a management role.
Overview
16
16
years of professional experience
Work History
Team Lead Support
AT&T
03.2023 - Current
- Lead and coach a team of 8 sales representatives to exceed monthly goals.
- Review and analyze calls to identify upselling and retention opportunities.
- Handle escalated customer issues, ensuring quick and effective resolutions.
- Handled inbound calls related to billing, upgrades, and account inquiries, creating opportunities to generate sales from each interaction.
- Collaborate with management to improve training programs and customer retention strategies.
Loan Processor
Orange County’s Credit Union
12.2020 - 02.2023
- Managed the complete loan application process for personal loans, auto loans, and credit cards.
- Advised applicants on loan decisions, terms, and required documentation.
- Served as the primary point of contact throughout the loan cycle, ensuring seamless customer experience.
Sales Team Lead
Wells Fargo
09.2016 - 12.2020
- Directed team sales strategies to achieve and surpass monthly performance goals.
- Coached and mentored sales agents, providing actionable feedback based on data and metrics.
- Created and presented materials to introduce new products and systems.
- Resolved complex customer issues and escalations with professionalism and empathy.
Credit Card Sales CSR3
Bank of America
02.2010 - 08.2016
- Managed credit card customer accounts with a focus on cross-selling opportunities.
- Assisted clients with billing, payments, and balance transfers.
- Submitted new applications and delivered exceptional customer service in a high-volume environment.
Education
Financial Planning
California State University, Fullerton
Skills
- Team leadership
- Customer retention
- Sales coaching
- Performance analysis
- Loan processing
- Cross-selling strategies
- Training program development
- Sales strategy implementation
Timeline
Team Lead Support
AT&T
03.2023 - Current
Loan Processor
Orange County’s Credit Union
12.2020 - 02.2023
Sales Team Lead
Wells Fargo
09.2016 - 12.2020
Credit Card Sales CSR3
Bank of America
02.2010 - 08.2016
Financial Planning
California State University, Fullerton