Danielle Tally

Bank Officer Payment Solutions Correspondent Account Services at SouthState Bank Correspondent Division
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Contact Information
us****@****om
(386) 825-5501
Location
Atlanta, GE

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Bank Officer Payment Solutions Correspondent Account Services
      • Apr 2020 - Present

      Atlanta, Georgia, United States * Facilitate effective communication between clients and internal teams as a Correspondent Banking Account Services Specialist, managing client accounts with precision. * Oversee account services for a pivotal division, maintaining meticulous records and ensuring seamless operations. * Provide exemplary customer support, ensuring accurate transaction processing and maintaining high-quality service standards. * Execute diverse administrative tasks and confidently sign key documents on… Show more * Facilitate effective communication between clients and internal teams as a Correspondent Banking Account Services Specialist, managing client accounts with precision. * Oversee account services for a pivotal division, maintaining meticulous records and ensuring seamless operations. * Provide exemplary customer support, ensuring accurate transaction processing and maintaining high-quality service standards. * Execute diverse administrative tasks and confidently sign key documents on behalf of the bank to contribute to operational efficiency and compliance. * Provide expert technical assistance for proprietary banking software, adeptly handling installation, troubleshooting, and conducting insightful demonstrations to ensure seamless user experience and optimal system functionality.

    • Payment Solutions Account Services Specialist
      • Sep 2018 - Apr 2020

      Greater Atlanta Area * Facilitate effective communication between clients and internal teams as a Correspondent Banking Account Services Specialist, managing client accounts with precision. * Oversee account services for a pivotal division, maintaining meticulous records and ensuring seamless operations. * Provide exemplary customer support, ensuring accurate transaction processing and maintaining high-quality service standards. * Provide technical assistance for proprietary banking software, adeptly… Show more * Facilitate effective communication between clients and internal teams as a Correspondent Banking Account Services Specialist, managing client accounts with precision. * Oversee account services for a pivotal division, maintaining meticulous records and ensuring seamless operations. * Provide exemplary customer support, ensuring accurate transaction processing and maintaining high-quality service standards. * Provide technical assistance for proprietary banking software, adeptly handling installation, troubleshooting, and conducting insightful demonstrations to ensure seamless user experience and optimal system functionality.

    • United States
    • Retail
    • 700 & Above Employee
    • Credit and Customer Services Contact Center Team Lead
      • Jul 2011 - May 2016

      Menomonee Falls, Wisconsin, United States * Led comprehensive employee training and onboarding cycles every 90 days, fostering skill development and adherence to best practices, resulting in a consistently high-performing team. * Developed and implemented internal procedures and training materials aligned with policy and legal requirements, ensuring regulatory compliance. * Served as a subject matter expert, providing performance-based coaching, resolving HR issues, and conducting time/attendance audits, contributing to a… Show more * Led comprehensive employee training and onboarding cycles every 90 days, fostering skill development and adherence to best practices, resulting in a consistently high-performing team. * Developed and implemented internal procedures and training materials aligned with policy and legal requirements, ensuring regulatory compliance. * Served as a subject matter expert, providing performance-based coaching, resolving HR issues, and conducting time/attendance audits, contributing to a well-functioning and motivated team. * Managed a monthly incentive budget, enhancing team productivity and achieving or surpassing established monthly metrics and SLA targets. * Successfully coached associates to improve quality scores by 5% or more across underperforming categories, driving continuous improvement. * Conducted thorough metric reporting and analysis to drive overall productivity and compliance, setting priorities, delegating workload, and ensuring timely task completion. * Tracked call trends using queue reporting and utilized data to direct strategic process and policy changes, enhancing operational efficiency. * Analyzed voice of the customer data, implementing changes that improved VOC scores across the site by 5-10%, reflecting a commitment to customer satisfaction and service excellence. Show less

    • Inside Sales Representative
      • Jan 2007 - Jan 2010

      * Managed a designated territory, collaborating with outside sales reps to ensure accurate quoting and enhance customer relationships. * Developed detailed bill of materials for projects, utilizing customer specifications and drawings to meet project requirements. * Skillfully managed quote/order margins and spreads, aligning with corporate initiatives and pricing models for optimal profitability. * Collaborated with manufacturing, engineering, and product management to address costing… Show more * Managed a designated territory, collaborating with outside sales reps to ensure accurate quoting and enhance customer relationships. * Developed detailed bill of materials for projects, utilizing customer specifications and drawings to meet project requirements. * Skillfully managed quote/order margins and spreads, aligning with corporate initiatives and pricing models for optimal profitability. * Collaborated with manufacturing, engineering, and product management to address costing issues related to quotations, ensuring alignment with project goals. * Exhibited a personable demeanor while engaging customers across multiple platforms, fostering positive interactions. * Led business development initiatives and oversaw accounts, contributing to increased sales and customer satisfaction. * Maintained accountability for inventory reporting and quality assurance, ensuring accurate and efficient inventory management. Show less

Education

  • Kennesaw State University
    Bachelor Degree, Integrative Studies (Double Minor: Leadership and Professional Writing)

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