Customer Service Sales

CAROL ADAMS

Cell 404-***-****, *************@*****.***

http://www.linkedin.com/pub/carol-adams/29/378/478

SUMMARY

Seasoned Sales Executive with 15 years of diversified experience in servicing the financial needs of small business and commercial client base. Successful problem-solver with ability to think creatively, quickly leveraging industry experience and complex, innovative product line to overcome objections and help businesses succeed in the global marketplace. High profile negotiator with refined business acumen; proven ability to close sales and deliver highest possible profit margin; Road Warrior. Multiple award winner for Excellence in Customer Service.

MAJOR ACCOMPLISHMENTS

● Built $48 million small business and middle market portfolio by providing cutting edge global payment solutions including commercial card products, POS, ACH, Direct Deposit, Online Invoicing, Positive Pay, Mobile Access and Foreign Exchange Online

● Produced 25% of departmental sales volume in Treasury Services: Account Reconciliation, Lockbox, Integrated Payables, Controlled Disbursement and Electronic Cash Disbursement

● Managed projects to evaluate and prioritize growth opportunities for client; analyzed current bill payment and payroll procedures, designed customized solutions and integrated new technology; multi-tasked to drive revenue

● Completed Elavon retail-based payments systems training in Electronic Check Service, PIN pad interfacing, electronic journal (Signia™) to route activity through a secure online portal and optimize communications effectiveness

PROFESSIONAL EXPERIENCE

DIRECTOR OF FINANCIAL SERVICES SALES. TERRITORY MANAGER

Arista Information Systems, Inc., Duluth, GA

May 2011 – Present

● Introduced industry-specific, multi-channel billing, payments and financial services solutions to water, wastewater, natural gas and electric utility clients to consolidate operational processes, optimize customer relations and reduce administrative costs

● Worked closely with product development team to analyze client needs, understand competitor offerings and develop marketing strategies

LICENSED SMALL BUSINESS SPECIALIST, SENIOR BUSINESS BANKER, AVP

Wachovia Bank, N.A./Wells Fargo Bank, N.A., Atlanta, GA

May 2004 – December 2010

Met aggressive daily, monthly and quarterly sales production goals by acquiring new client relationships and deepening/enhancing existing client relationships. Noteworthy accomplishments:

● Increased book deposit volume by 53%, from $19 million to $36 million

● Negotiated and acquired $5 million account relationship with large orthopedic surgical practice, including 18 partner physicians and 65 employees

● Established strategic partnerships with Financial Advisors, Attorneys, CPAs and Real Estate Professionals to implement cross-sell initiatives, expand book of business, broaden

referral network, deepening knowledge of industry trends and competitive landscape

PREMIER BANKING CLIENT MANAGER, ASSISTANT VICE PRESIDENT

Bank of America, N.A., Atlanta, GA

October 1998 - May 2004

Provided comprehensive knowledge of banking and investment products, financial consultation and analysis along with personalized service to high net worth clients. Noteworthy accomplishments:

● Managed portfolio of 300+ affluent clients by leveraging Microsoft Office® applications and CRM database software to monitor and update sales activity

● Developed successful partnerships with internal Financial Advisors, Trust and Estate Planners, Business Bankers and Treasury Specialists to best serve clients’ needs

● Maintained highest level of customer service at all times; acted as clients’ advocate, while still acting in best interest of bank

EDUCATION

Bachelor of Science, Applied Sciences

University of South Carolina, Columbia, South Carolina

Associate in Fine Arts, Art History

Brevard College, Brevard, North Carolina

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