Experience

Rakuten.com

• United States
• Retail
• 1 - 100 Employee

• Account Manager

  • Jul 2018 - Present

  Effectively manage a portfolio of 700+ accounts across different categories and verticals - Build, nurture, and foster strategic relationships in the affiliate space - Drive revenue growth within book of business - Achieved revenue and commission quarterly goals - Assured continual account satisfaction through maximum responsiveness - Superior service levels and personalized customer care - Leveraged internal resources and partner resources as required - Present high-level metrics and KPIs to clients during video and in-person meetings - Represent the company at industry conferences/events



Advia Credit Union

• United States
• Banking
• 200 - 300 Employee

• Member Service Partner

  • Jul 2017 - Present

  • Interviewed prospective new account customers and opened new deposit accounts, while seeking to exceed customer expectations, providing quality solutions to customer needs in a timely manner, and verifying that customer requirements have been met. • Effectively applies computer and technology skills to perform tasks and improve productivity • Performed teller duties as needed; processed a variety of transactions including deposit, withdrawal and transfer requests; accurately balances cash drawer. • Contributed to branch and other department goals, including sales by developing measurable and specific action plans. • Interacts with all customers and Bank personnel in a professional manner to establish a positive sales and service culture resulting in the achievement of Bank goals



First National Bank and Trust

• United States
• Banking
• 100 - 200 Employee

• Teller Services Supervisor/ Loan servicer

  • Mar 2015 - Jul 2017

  •Manage the office in the absence of the Retail Branch Manager •Delegate work and responsibility as appropriate •Promote and achieve accuracy and quality in branch work •Adhere to regulations and policies and procedures, using good judgment when making exception or approval decisions within assigned limits •Promote the development of branch teller staff through coaching and training, including scheduled coaching sessions •Support sales and service strategies that build relationships and promote needs based selling •Achieve assigned goals through the management of teller staff, assets and opportunities •Develop and maintain proficiency with job-related systems and equipment • Interviewed prospective new account customers and opened new deposit accounts, while seeking to exceed customer expectations, providing quality solutions to customer needs in a timely manner, and verifying that customer requirements have been met. • Effectively applies computer and technology skills to perform tasks and improve productivity • Performed teller duties as needed; processed a variety of transactions including deposit, withdrawal and transfer requests; accurately balances cash drawer. • Contributed to branch and other department goals, including sales by developing measurable and specific action plans. • Interacts with all customers and Bank personnel in a professional manner to establish a positive sales and service culture resulting in the achievement of Bank goals • Review and audit loan files for compliance with Federal, State, and Company laws and policies • Process documents for recording and to annotate the Bank’s tracking system • Disburses loan payments and makes GL account entries for fees collected • Make entries to the bank’s tracking system for follow-up to assure documents are returned to the bank properly recorded • Balances loan systems with GL accounts • Maintain bulk filing system



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Universal Banker

  • Jun 2013 - Oct 2014

  Open new accounts for customers and cross-sell bank products when appropriate. Input loan applications for all credit and loan products. Research and resolve customer issues in a professional and timely manner. Proactively discover new business opportunities to ensure sales goals are met. Consistently ranked one of the top three bankers in the Rockford District. Monitor and reported weekly DDA growth and plan activities to improve performance. Awarded the “Silver Shield Award” for exemplary customer service.



Rockform Carbide Manufacturing

• United States
• Mining
• 1 - 100 Employee

• Purchasing Assistant

  • Jun 2012 - Jun 2013

  Provide excellent customer service to all customers by taking orders and assisting with any questions/problems they may have. Invoice all incoming purchase orders in Quickbooks daily. Keep a running stock inventory using Excel and place orders for parts when needed. Organize, update and manage the shop/customer order schedule in Excel. Provide excellent customer service to all customers by taking orders and assisting with any questions/problems they may have. Invoice all incoming purchase orders in Quickbooks daily. Keep a running stock inventory using Excel and place orders for parts when needed. Organize, update and manage the shop/customer order schedule in Excel.



Members Alliance Credit Union

• United States
• Banking
• 1 - 100 Employee

• Lead Special Service Representative

  • Sep 2011 - Jun 2012

  Played a lead role in creating an outstanding customer experience and helping the branch meet sales goals. Proactively met with customers (face to face and over the phone) to discover their financial needs and provide product and service recommendations. Used Microsoft Excel to keep accurate on going records of Teller Logs, ATM logs and personal sales goals. Handle, prepare and order all incoming and outgoing cash shipments. Played a lead role in creating an outstanding customer experience and helping the branch meet sales goals. Proactively met with customers (face to face and over the phone) to discover their financial needs and provide product and service recommendations. Used Microsoft Excel to keep accurate on going records of Teller Logs, ATM logs and personal sales goals. Handle, prepare and order all incoming and outgoing cash shipments.



J P Morgan Chase

• Italy
• Banking
• 1 - 100 Employee

• Vault Teller

  • Jun 2010 - Sep 2011

  Handles routine financial transactions and balances these transactions daily Cross-sell products when appropriate by making the necessary referrals to those who specialize in the bank's product line. Handle, prepare, balance and order all incoming and outgoing cash shipments in the main vault. Handles routine financial transactions and balances these transactions daily Cross-sell products when appropriate by making the necessary referrals to those who specialize in the bank's product line. Handle, prepare, balance and order all incoming and outgoing cash shipments in the main vault.



JPMorgan Chase

• United States
• Investment Management

• Front End Leader

  • May 2007 - Jun 2010

  Ensured an excellent customer experience by finding and offering the right solution for the needs of each customer Supervised 4-6 employees in daily operations Responsible for up to $100,000 in nightly deposits Kept 25 registers balanced and accurate each day Monitored sales goals of the department and planned strategies to improve them Manager on Duty to solve customer problems and ensure customer satisfaction Ensured an excellent customer experience by finding and offering the right solution for the needs of each customer Supervised 4-6 employees in daily operations Responsible for up to $100,000 in nightly deposits Kept 25 registers balanced and accurate each day Monitored sales goals of the department and planned strategies to improve them Manager on Duty to solve customer problems and ensure customer satisfaction