Customer Service Manager
Resume:
JENNIFER WALTER
Spokane, WA 99208
abjjh9@r.postjobfree.com
SUMMARY
Highly motivated sales professional, with over ten years experience in
business banking. Accomplished in all phases from administration to sales
of products and services. Constant top producer, Excellent customer service
history, communication skills and computer software knowledge. Works
effectively with all levels of employees and in any work environment.
Proficient in Microsoft Word, Excel, Outlook, databases and Powerpoint.
EDUCATION:
Washington State University, Bachelor of Arts - 1993
Major in Business Administration with an emphasis in management
Minor in Criminal Justice
LICENSES:
Life, Disability, Property, and Casualty.
CAREER AND PROGRESSION:
Business Relationship Manager, V.P
WaMu/ Chase, Spokane, WA
November 2007 to present
o Manage a Client Portfolio of 100 with annual revenue of $0-$20 million.
o Acquire New Business Households through: COI network, Internal Partners
and prospecting.
o Coach and mentor Spokane branches to uncover sales opportunities among
both current and potential business customers.
o Deepen and retain relationships through profiling new and existing
customers to ensure cross-sell of deposits, credit, convenience,
treasury, and personal products.
o Responsible for business banking loan requests including review,
analysis, and recommendations.
o Work with SBA partners for small businesses.
Highlights:
-2008 Presidents Club member
-Million dollar club member
Commercial Banker/Financial Specialist
Sterling Savings Bank, Spokane Valley, WA
June 2005 to November 2007
o Responsible for business banking loan requests including review,
analysis, and recommendations.
o Responsible for management of $10MM portfolio.
o Business development and networking.
o Work watch-list credits, which would include restructure or liquidation
to improve bank's risk exposure.
o Assists with overall operation of business banking lending division by
operating within Sterling Savings Bank's policy and procedure, following
up on delinquencies, and selling all bank products.
o Actively cross-sell all bank products and services. Treasury management
and corporate net banking.
o Financial specialist role includes selling fixed annuities and life
insurance.
JENNIFER WALTER
6524 North Victor Street
Spokane, WA 99208
abjjh9@r.postjobfree.com
Branch Manager/Financial Specialist/District Customer Service Coordinator
US Bank, Spokane, WA
January 2003 to June 2005
o Responsible for all aspects of branch growth (Commercial Loans, Consumer
Loans, Deposits,
Investments, Non-Interest Revenue). Branch
Branch recognized as top performer for 2004
Personally responsible for the growth of the business portfolio in the
branch. Brought on 3 large accounts that increased the deposit growth of
the branch by 30%..
Other responsibilities include people management, developing a customer
centered branch environment, expert product/service knowledge, ability to
integrate products/services with customer needs, thorough knowledge of
regulatory, policy and compliance issues.
District Customer Service Coordinator. Responsible for training ten
branches on customer service/customer loyalty. Focusing on loyalty and
making your current customers your best referral sources.
Financial specialist role included selling annuities and life insurance
polices.
Highlights:
- Recognized as top performer received all inclusive trip to Hawaii
- Choosen as District Customer Service Coordinator for the region
Sales Manager
Travelers Property and Casualty, Spokane, WA
November 1997 to June 2002
Responsible for a sales team of 10 in a call center environment.
Responsibilities include coaching and mentoring sales and productivity
while maintaining underwriting integrity and quality analysis standards.
Manager of the Training Team, accelerated groups of 15+ newly hired sales
representatives through the learning curve and eased their transition to
experienced units in a start up call center. Identified training issues and
trends and communicated proactively with the Training Department.
Worked on special assignment for the start up of the centers quality
program. Instrumental in the design as well as the calibration of the
quality scoring.
One of the five managers selected to start up the Travelers call center in
Spokane.
REFERENCES:
Mark Butera
Commercial Officer
Krista Lawson
Safeway Assistant Manager
Karen Jenkins
Area Manager
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