Zach Jones
Jeffersonville
Summary
Results-driven Sales Support Specialist with expertise in customer relationship management and data analysis. Proven ability to enhance customer experience and optimize application processes through strategic planning.
Overview
5
5
years of professional experience
Work History
Sales Support Specialist
U.S. Bank
Jeffersonville
08.2023 - Current
- Supported small business digital applications, connecting applicants with underwriting efficiently.
- Leveraged Salesforce for tracking metrics, ensuring accurate reporting, and identifying improvements in lending processes.
- Maintained a strong knowledge of evolving credit policies, auditing tax returns, and identifying additional business needs.
- Enhanced booking percentage for digital applications through strategic planning and new process implementation.
- Collaborated with internal partners to optimize customer experience and streamline application processes.
Client Relationship Consultant
U.S. Bank
Louisville
03.2020 - 08.2023
- Assisted customers with daily banking needs, including account openings and consumer lending.
- Streamlined mortgage refinancing processes to enhance customer satisfaction.
- Graduated from an internal Professional Development program focused on local market initiatives.
- Drove local market revenue growth, achieving over $3 million in consumer pipeline for 2021.
- Collaborated with team members to analyze customer feedback and improve service delivery.
Education
BBA - Business Administration
University of Kentucky
Lexington, KY05-2014
Skills
- Salesforce management
- Digital application support
- Credit policy auditing
- Data reporting
- Process improvement
- Customer relationship management
- Customer experience optimization
- Problem solving
- Application streamlining
- Performance tracking
- Microsoft office expertise
- Problem-solving
- Product knowledge
- Attention to detail
- Excellent communication
- Customer satisfaction
Timeline
Sales Support Specialist
U.S. Bank
08.2023 - Current
Client Relationship Consultant
U.S. Bank
03.2020 - 08.2023
BBA - Business Administration
University of Kentucky