Customer Service Manager / Estimator Resume Example

• Identified, developed and evaluated marketing strategies based on knowledge of company objectives and market trends.Developed 20 Marketing strategies and campaigns each quarter
• Collaborated with marketing and communications teams on standardization, design and production of marketing materials.
• Analyzed performance of all marketing programs to identify the best opportunities for optimization.
• Wrote Bilingual Creative and engaging briefs for internal and external agencies.
• Improved customer acquisition rates by 40% through targeted discussions on market segmentation and pricing strategies.
• Optimized current revenue streams by networking for additional business prospects with established clients.

Manage the branch's current book of business, Leverage referrals and other lead generation techniques.

• Identify new prospects and cross-selling opportunities by maintaining a working knowledge of the complete line of products.

•Maintain valuable partnerships with Financial Advisor, Commercial Banker and other lines of business.

•Deliver on sales volumes and revenue targets as agreed with District Manager

•Monitor competitor activities and programs, and identify product, marketing and other opportunities to share with Branch Manager

•Ensure desired business customer experience in branch, including personally opening accounts for business customers

• Act as small business expert within the branch, including training associates as needed

•Leverage appointments and referrals to work with customers and actively cross-sell products

•Actively update customers profile as well as business owner's personal profile using needs-based selling

•Schedule and conduct appointments with warm prospects

•Accountable for the execution of risk management/compliance protocols in the sales process

• Provide support to all Customer Relations queues including but not limited to: Customer Relations support the Business service center Evaluate situations and make decisions that may require management exceptions to resolve complex Customer's situation while ensuring superior service.
• American Express foreign currency, evaluate the major currencies of the world and their values in order to help customers Purchase or sale their national or international currency.
• Customer Priority Services: advise Retail Banking division on policies and procedures in order help management of the branch develop new and profitable relationships, and minimizing customer attrition.
• Assist in the delivery of quality customer service and ensure protection of the assets of the bank and our customers.
• Lending Services/Home Equity Division: service lending and consumer loans in lien release, subordination requests, payoffs, research as well as service existing loan and provide loan status to customer when inquiring.
• Online Banking: help customers enroll and navigate online banking system.
• and review advance situations involving bill payment trough the online banking system Spanish Platinum Banking: service high profile customers in all range of product and services.

• Leverage inbound phone channels to connect with our customer base, and drive revenue for our business by selling high value products to our existing customers comfortable working in a fast paced environment with demanding and sophisticated clients Recognize opportunities to enhance the customer relationship with the company by proactively listening and asking appropriate questions to ensure customers' needs.
• resolving complex problems in a timely fashion by using good judgment and applying integrative thinking skills Cross sells a full range of consumer banking services through proactive customer techniques in order to promote new business; targets customers through extensive customer profile research; identified on existing and new customers.