Service-oriented Advanced Business Sales Representative Coordinator II with 17 years background in banking who consistently exceeds company objectives to secure client satisfaction and loyalty. Hands-on, client-oriented banking professional who implements creative investment strategies and is dedicated to continuous improvement. Driven and self-motivated Investment Banker with stellar sales ability and remarkable creativity.
Resolved business customer problems and offered technical expertise to answer questions and concerns. Provided customers with a first-rate experience and developed long-lasting relationships. Consulted with small business customers to determine needs and means and propose personalized banking solutions. Established new customer accounts including checking, savings, lines of credit and loans, personal and business credit card and also investment products . Processed cash withdrawals. Maintained confidentiality of bank records and client information. Reviewed transactions for business customers to check accuracy and integrity. Examine d checks for identification and endorsement.Received regional branch recognition award for outstanding customer service.
Delivered prompt, accurate and excellent customer service. Researched banking guidelines and statutory requirements to stay updated on new laws and applications. Exceeded customer satisfaction by finding creative solutions to problems.
Check to ensure that appropriate changes were made to resolve customers' problems. Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions and resolving issues quickly. Served needs of as many as customers per shift, including collecting payments, tracking rewards and handling customer service issues. Achieved high customer satisfaction scores by de-escalating complaints quickly. Assisted online users via live chat, web conference and phone to resolve issues related to interface and troubleshooting issues for technical support.
Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Computed, recorded, and proofread data, records and reports.
Monitored key performance metrics.Consistently complied with company policies and government regulations.Collected customer feedback and made process changes to exceed customer satisfaction goals.Provided accurate and appropriate information in response to customer inquiries.Demonstrated mastery of customer service call script within specified time frames.Addressed customer service inquiries in a timely and accurate fashion.Maintained up-to-date records at all times.Developed effective relationships with all call center departments through clear communication.Built customer loyalty by placing follow-up calls for customers who reported account issues.Established new customer accounts.Provided base level IT support to company personnel.Resolved customer complaints and concerns with strong verbal and negotiation skills.Displayed courtesy and strong interpersonal skills with all customer interactions.Assisted customers with technical issues via email, live chat and telephone.Handled a large volume of phone calls, chat and emails.Identified opportunities to upsell product and services.Reviewed support cases for technical and troubleshooting accuracy. I taken escalated calls for account management for all departments also send out general correspondence out to customer by request only for example credit reference or account closure .
Reviewed transactions for business customers to check accuracy and integrity. Compiled information on new accounts, entering into computers and filing related forms and other documents. Interacted with prospects by asking appropriate open-ended questions to better understand products and services required Provided excellent service and attention to customers when face-to-face or through phone conversations. Performed account opening for investment accounts such as certificate of deposit and moneymarket products.
Received award for customer service recognition and ability to work well with the other team members.
Assistance with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.
Exceeded sales objectives in 2009.
Achieved top 5 percentile in monthly sales in January 2008-July 2008. I received several rewards for top performers which I receive trophy and gift cards and lunch or dinner for each accomplishment . Also in the top 50 performers in the call center basis on customer service score and also 2 months or more perfect quality score of 6 perfect calls taken with inbound calls from clients.
Banking, Call Center, Cash handling, Strong interpersonal skills, Customer satisfaction, Customer service, databases, database management, Decision Making, Detail-oriented, Electronics, email, fashion, government regulations, Inside Sales, Inspect, IT support, Listening, Marketing, Money, MS Office Suite, Windows XP, negotiation, personnel, Persuasion, policies, problem solving, quality, quick books, quicken, Sales, script, take messages, Time Management, Troubleshooting, Vista and word processing and also provide excellent customer service by scoring 100% for more than 2 months from inbound calls from clients.
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