Customer Service Sales

Karen McLellan

Email: *********@********.***

Address: ***** ********** ****

City: Port Charlotte

State: FL

Zip: 33981

Country: USA

Phone: 941-***-****

Skill Level: Management

Salary Range: $40,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Karen M. McLellan

11252 Gulfstream Blvd

Port Charlotte Fl 33981

941-***-**** (cell)

Objective:

A challenging position with a progressive organization where client service, sales, knowledge, experience and initiative will have valuable application in the field of retail sales and service.

Qualifications:

My background encompasses 28 years of practical experience in management, sales, and customer service reflecting knowledge and expertise in the following:

* Superior client service

* Sales

* Management / Portfolio Management

* Training

* Commercial Services

* Operational / Audit control

Experience:

04/2005 to 08/2012

SunTrust Bank

2931 S McCall Rd

Englewood, Fl 34224

Branch Manager 02/2008 to 08/16/2012

Assistant Manager 04/2005 to 01/2008

* Client satisfaction meets maximum thresholds

* Currently manage 5 teammates

* Sales goals met and/or exceeded

* Deposit/loan outstandings are met

* Financial performance is met or exceeded

* Compliance training is completed and adhered to

* Operational excellence standards are met/exceeded

* Maintain a positive work environment

* Presidents team award 2011 for retail and business goal achievements

* Presidents team award 2010 for retail and business goal achievements

* 98% satisfaction Gallup scores for client service

* Multiple sales and service awards have been achieved throughout my career

06/2004-04/2005

Northern Trust

901 Venitia Bay

Venice Fl 34285

Customer Service/sales associate:

Maintained a portfolio of affluent clients ranging from 1 mm to 100 mm. Implemented a client first experience to ensure retention and ensure a referral program to expand business and grow profitability.

Worked with Audit Management to protect confidentiality as well as achieve sales and expand trust to maintain client and refer Trust Services and lending services.

05/1996-05/2004

Wells Fargo Bank, Phoenix Az

750 E Bell rd.

Phoenix Az. 85022

Business Banker:

Responsible for maintaining and growing a book of commercial clients of 1200. My duties included providing and maintaining a full range of business services to retain and service all of their business and personal banking needs. Developed strong relationships with Wells Fargo partners to maximize service and sales opportunities. Also provided training to teammates to solve complex issues to ensure client satisfaction.

Premier Banking Manager:

Managed a portfolio of 750 high profitable retail clients. Developed an online profiling system to enhance sales and follow-up opportunities to improve client satisfaction. Increased my portfolio by obtaining a strong referral base through my existing portfolio. Provided exceptional client service to sustain and grow portfolio.

Personal Banker-

Responsible for sales and service of new and existing clients. Also referred clients to the appropriate business partners to expand their banking relationship and ensure superior customer service. Held my insurance licenses and achieved over one million in fixed annuity products through Lincoln National Life Insurance Company.

Education:

1979-1981 Greenfield Community College

1985-1987 Arizona State University

2001-2003 Glendale Community College / ASU

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