Dynamic and reliable small business banker with 7 years of retail banking, customer service and consulting experience. Consistently exceeds company objectives to secure client satisfaction and loyalty. Extensive career in financial services and a track record of driving sales and boosting company morale.
Exceeded sales objectives in 2013, 2014
Seek out prospective business/corporate clients. Meet with business/corporate clients, listen to their needs and goals and propose recommendations on how they can meet these goals. Maintain consistent communications with clients, help clients determine financial needs and goals should be, assist clients with services and banking products such as loans, cash managements, bank accounts, payroll, merchant services, and treasury services. Develop strong professional relationships with members of the bank's other departments, as well as
external representatives. Served as mentor to junior team members.
Manage a portfolio of 200-250 accounts to maximize profit and minimize loss with effective negotiations, utilized a call model to efficiently identify and resolve issues. This position entails multi-tasking; which included handling high phone volume, skip tracing, answering emails/returning voicemails while maintaining my daily goals. Seek one call resolution for
every account while being courteous, understanding, and be assertive. Negotiated and educated customers on financial and loan options. Actively listen to customer's situation to make best judgment based on company's programs/options. Served as mentor to junior team members.
Collected on past due accounts, contacted customers by phone, mail, and skip tracing assignments. I accessed individual circumstances to determine appropriate course of action. Determine reasons for non- payment, negotiated payment arrangements and offered suggestions to customers on how to meet their obligation and avoiding any consequences of not meeting those obligation. Developed restructuring plans to assist customers and avoid repossession.
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