Sales Customer Service
Resume:
Katherine Blickhan
*** *. **** ***., ********, OH 43202
*************@*****.***
SUMMARY
. Strong work ethic, excellent communication skills, and ability to
develop and maintain strong relationships. Eight years of experience
in the credit/financial services industry. Six years in sales with
success in building lasting business relationships, and exceeding
expectations.
PROFESSIONAL EXPERIENCE
National City Bank, NatCity Investments - Columbus, OH
Licensed Financial Consultant December 2008 -
Current
Certifications: Series 6, Series 63, Variable Life Insurance
. Use customer interactions to conduct full needs assessment and
recommend appropriate investment and insurance products to meet
individual needs. Find best solutions based on objectives, risk
tolerance and proper asset allocations.
. Provide exceptional service in meeting customer needs, inquiries and
problems.
. Maintain contact with existing customers and referral sources on an
ongoing basis to identify new or additional sales opportunities.
. Use customer database to make outgoing sales calls to identify
customers who have a need for financial advice and services.
. Complete all sales activity documentation to provide a record for
performance tracking and assist in targeting future cross-sell efforts
. Conduct weekly pep meetings and use leadership skills to encourage
branch team to retain customers, drive referrals, and cross sell
customers entire bank product offerings.
Accomplishments: Recipient of Rookie Award, 2nd Quarter 2009
TransUnion LLC - Chicago, Illinois June 2001 - August
2008
National Sales - Account Executive II August 2007 -
August 2008
National Sales - Account Executive I September 2005 -
August 2007
. Manage and grow relationships with two national accounts; HSBC and
Discover.
. Work with multiple business lines, including Mortgage, Consumer
Lending, Credit Card Services, Retail, Auto, and Student Loan
portfolios. Responsible for $21 million of yearly revenue.
. Work with customers to identify critical business issues. Solutions
support customer's needs throughout their customer lifecycle,
including Risk, Marketing, Account Management, Underwriting,
Collections, Customer Service, and Security.
. Bring together internal TransUnion teams for the full cycle of
solution development from idea conception through implementation.
. Work in conjunction with Compliance and Legal to assure FCRA
regulations are adhered to at every step of solution deployment.
Responsible for educating customers of legislative changes that affect
their business, and adjust solutions accordingly.
. Develop consultative relationships with both clients and internal
resources in order to ensure a successful sales cycle.
. Implemented credit card acquisition program resulting in $173K of new
monthly revenue.
. Won mortgage acquisition triggers campaign, resulting in $25K monthly.
. Identify prospects and opportunities, and utilize SalesForce.com and
TransUnion intranet to track opportunities throughout the sales cycle.
. Maintain pipeline reports and track sales revenue in order to keep
management updated on opportunities and accomplishments.
Accomplishments: Golden Circle nominee for 2007 sales achievements,
Exceeded plan by 10% in 2006, Exceeded plan by 3% in 2007.
Marketing Services - Account Manager July 2003 -
September 2005
. Solely responsible for developing and maintaining sales of small and
mid-tier clients throughout entire United States. These customers
included credit unions, mid-sized banks, furniture stores, student
loan companies, mortgage brokers, and car dealerships.
. Exceeded 2004 annual sales goal as of August 2004.
. Ended year at 140% of personal plan.
. Established relationships with clients in order to gain trust and
market share.
. Enrolled 15 new customers in TransUnion membership from Jan 2005- June
2005, resulting in $75,000 of new business.
. Worked consistently with compliance department to communicate legal
information to customers.
. Learned and adhered to strict FCRA guidelines from start to finish of
the sales cycle.
. Maintained communication and productive teamwork with manager and
regional colleagues.
. Introduced clients to new products and helped them identify their
target market.
National Accounts - Project Analyst June 2001 - July
2003
. Worked on cross-functional team to manage three national accounts'
entire direct mail programs, including account acquisition, account
review, and scoring programs.
. Responsible for executing account management campaign worth $3.5
million in revenue.
. Partnered with sales force on data audits, and identifying cross sell
opportunities.
. Developed complex models based on credit criteria and scoring to
evaluate effectiveness of customer's direct mail campaigns.
EDUCATION
Indiana University - Bloomington, Indiana May 2001
Bachelor of Science, Kelley School of Business, Double Major
. Computer Information Systems
. Operations Management
PROFESSIONAL ORGANIZATIONS
. Direct Marketing Association
. SCUBA Diving International
. Columbus Young Professionals
COMPUTER SKILLS
. MS Office, Excel, SalesForce.com, Outlook, Microsoft Project
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