Yvonne Hawkins
Titusville,FL
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Skilled in analyzing market trends and customer preferences to develop targeted marketing strategies. Experience includes conducting comprehensive market research, interpreting data to inform business decisions, and crafting effective marketing campaigns. Strengths lie in analytical problem-solving, communication of complex information in understandable terms, and adaptability to rapidly changing market conditions. Contributed to significant improvements in product positioning and brand visibility through strategic market analysis and insights.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Specialist II
VyStar Credit Union
Titusville, Florida
10.2021 - Current
- Developed personalized communication plans for high-value clients to enhance engagement.
- Created proposals for service and product strategies based on marketing data.
- Conducted research into new products or services for potential customers.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Collaborated with product development teams to share customer feedback and drive product improvements.
- Helped customers open accounts, make deposits, update information and carry out range of routine actions.
- Drove customer escalations to resolution by engaging directly with clients.
- Assisted customers with inquiries and complaints, resolving issues promptly and professionally.
- Provided exemplary level of service to customers to extend relationships for future business opportunities.
- Utilized CRM software to track interactions with customers.
- Trained and mentored new hires in customer service excellence and CRM software usage.
- Addressed inquiries from clients and department team members.
- Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
- Coordinated cross-functional teams in order to develop customized solutions for complex customer needs.
- Coordinated with sales and marketing teams to align customer relationship strategies with business goals.
- Generated leads by making outbound calls and emails to prospects.
- Evaluated digital presence by product, service or brand to help define digital strategies.
Business Account Manager
Salas O'Brien
Merritt Island, Florida
12.2022 - 10.2023
- Coordinated with internal departments such as IT, HR, and Sales for successful execution of projects.
- Used CRM database to track referral and appointment data.
- Developed and significantly grew assigned territory using strong engagement and marketing skills.
- Responded promptly to customer inquiries via phone, email, or in-person meetings.
- Monitored account activity regularly to ensure accuracy of billing information.
- Collaborated closely with colleagues from other departments on cross-functional initiatives.
- Implemented innovative approaches to increase sales volume while minimizing overhead costs.
- Provided technical support to customers on product usage and troubleshooting issues.
- Developed and maintained strong relationships with clients to ensure customer satisfaction.
- Negotiated contracts with vendors to reduce costs and improve services.
- Managed a portfolio of accounts by providing personalized service and maintaining accurate records of all interactions.
- Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
- Managed sales funnel effectively and forecasted requirements across multiple industry accounts.
- Ensured compliance with company policies and procedures related to business accounts.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Prepared financial statements for review by management on a quarterly basis.
- Achieved cost-savings by developing functional solutions to problems.
- Updated and maintained databases with current information.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Relationship Banker
JPMorgan Chase
Merritt Island, Florida
06.2021 - 10.2021
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Integrated marketing promotions and programs into conversations to educate and inform customers.
- Used customer and bank records to investigate and correct errors upon customer request.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Provided financial advice to clients based on their needs and goals.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Used currency-counting machine to count currency and received checks.
- Suggested tactics to improve banking functions and products.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Executed wire transfers of funds in compliance with banking best practices.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Prepared bank deposits, general ledger postings and statements.
- Maintained customer data confidentiality while inputting information into system.
- Leveraged banking technology platforms to streamline operations and enhance the client experience.
- Identified transaction errors for unbalanced debits and credits.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Opened and serviced accounts within authorized limits.
- Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
Member Service Consultant
Regions Bank
Titusville, Florida
05.2019 - 03.2021
- Took special orders in person and over telephone, generating additional revenue every month.
- Collaborated with sales team members to stay current on inventory levels and resolve item issues.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Maintained confidentiality of sensitive information.
- Developed relationships with customers through providing superior customer service.
- Collected deposits or payments and arranged for billing.
- Strengthened customer retention by offering discount options.
- Managed multiple tasks simultaneously while maintaining accuracy of work.
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Ensured compliance with all applicable federal regulations including Bank Secrecy Act.
- Resolved member issues or referred them to the appropriate personnel for resolution.
- Reviewed documents for completeness prior to processing transactions.
- Investigated discrepancies between account balances and bank statements.
- Surpassed sales goals through implementation of successful marketing strategies.
Education
Business Administration And Management
Eastern Florida State College
Cocoa, FLSkills
- Customer relationship management
- CRM software
- Client engagement strategies
- Market research
- Account management
- Customer service
- Time management
- Team training
- Adaptability and flexibility
- GoldMine CRM
- Risk assessment
Certification
- Notary Public
Timeline
Business Account Manager
Salas O'Brien
12.2022 - 10.2023
Relationship Specialist II
VyStar Credit Union
10.2021 - Current
Relationship Banker
JPMorgan Chase
06.2021 - 10.2021
Member Service Consultant
Regions Bank
05.2019 - 03.2021
Business Administration And Management
Eastern Florida State College