Experience

Co-op Solutions

• United States
• Financial Services
• 700 & Above Employee

• Configuration Business Analyst II

  • Oct 2021 - Present

  Helping Credit Unions achieve success in with Co-op Solutions. Helping Credit Unions achieve success in with Co-op Solutions.



FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Account Manager

  • Apr 2013 - Present

  Responsible for building and maintaining client relationships by developing an extensive understanding of clients’ business and serving as a liaison to ensure the highest level of client service delivery and satisfaction for services provided. • Manage client relationships for over 200 clients. • Consult clients with new products, materials and other opportunities to enable client success and further build client relationships. • Work with teams to implement new programs and services. • Handle all incoming issues by analyzing reported problems and work with internal/external teams to identify solutions while projecting all possible consequences and present options in preparation of those challenges. • Educate and train customers for use of FIS software VAM through WebEx. • Ensure clients are billed as required to support overall FIS National Financial goals. • Support sales as needed to achieve over all success of FIS National goals. • Be familiar with client contractual agreements, SLA’s, Amendments, Addendum’s and any contractual obligations. • Work with Card Production Teams to ensure client orders complete and ship to meet expectations, while knowing possible issues that could include scheduling and weather. • Manage and own escalations to achieve resolution and to enhance client relationship. • Assess and manage all changes and alterations to work flow processes and business rules due to holidays, new products, customer behaviors, client needs, market changes, and trends. • Develop internal relationships for a successful environment by working with others on various projects and daily activities as well as be a positive role model for others. • Learn new products and processes as well as train new employees as needed. Show less



TransCentra

• United States
• Financial Services
• 100 - 200 Employee

• Account Manager

  • Sep 2003 - Apr 2013

  Build strong client relationships to increase account retention. • Managed client relationships for 15 clients totaling over 3 million dollars in revenue. • Handled daily client needs, issues, error resolution, root-cause and procedure updates. • Ensured adherence to service level agreements by coordinating action plans with appropriate TransCentra team members for errors and timeliness. • Managed escalated issues to achieve resolution and grow client relationship. • Managed and coordinated with various entities to achieve successful project completion. • Owned client satisfaction by understanding client needs and offerings of new products. • Assisted other Account Mangers with their clients by being a resource and role model. • Support sales as needed to achieve overall success of FIS National goals. • Be familiar with client contractual agreements, SLA’s, Amendments, Addendum’s and any contractual obligations. Show less



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Account Manager

  • Sep 1986 - Sep 2003

  Grow client relationships with cross sales and responsiveness to ensure account retention. • Managed the relationships of 45 clients totaling over 1 million dollars in revenue. • Handled daily client needs, issues, error resolution and root-cause analysis. • Coordinated with Item Processing Teams when needed to resolve reoccurring issues. • Sold products and services to clients to grow revenue, retention and relationship.. • Renewed, updated, and made changes to contracts as needed for new sales, disputes to Service Level Agreements, etc... • Project managed changes while working with all appropriate Fiserv business units and departments until completion. Show less