Customer Service Sales
Resume:
J OSEPH MAZZO
White Plains, NY *****
******.*.*****@*****.***
An accomplished Sales and Business Development professional with 15 years of experience across multiple
aspects of sales and finance. Proven abilities in consistently strengthening organizations internally through
training and development. Able to utilize outstanding communication skills to foster and maintain business
partnerships and relationships. Familiar with fast paced, pressurized environments to lead an optimization of
resources and maximization of productivity.
Sales & Marketing Account Management Customer Service
Strategic Planning New Business Development Contract Negotiation
Data Analysis Report Documentation Process Improvement
Leadership & Training Communication Skills Microsoft Office Suite
PROFESSIONAL EXPERIENCE
CAVALRY PORTFOLIO SERVICES, Valhalla, NJ
Resolution Specialist (2013 Present)
Negotiate customer debt payment plans through various collection strategies and processes.
Maintain client database to assist with reminders on payment due dates.
Ensure compliance with state approved DRS, FDCPA, and Cavalry policies and procedures.
Develop skip tracing techniques increasing contact accuracy by 12%.
Provide training, mentoring, evaluation, and feedback for new hires on techniques incorporating customer
service and negotiation during the transition phase of their employment.
CVS PHARMACY, North White Plains, NY
Assistant Store Manager (2012 2013)
Managed, trained, and supervised up to 18 employees in accordance with regulations.
Oversaw all facets of day to day operations across human resources, customer relations, merchandising,
and presentations.
Accounted for cash control, shrinkage and loss prevention, asset protection, delivery of financial reports,
and administration.
Ensured continuous levels of organizational efficiency to enhance store profitability.
CHASE MANHATTAN BANK, Mamaroneck, NY
Personal Banker (2008 2011)
Implemented and executed processes and plans to generate new business development.
Resolved customer queries and solutions in addition to processing transactions.
JOSEPH MAZZO Resume, Page 2
Maintained high levels of customer service through proactive assistance including; opening new accounts,
offering convenience services, providing a continuous flow of information.
Established a branch team that were able to meet all customer requirements encompassing Loan Officers,
Business Bankers, and Financial Advisors.
PROFESSIONAL EXPERIENCE CONTINUED
BANK OF AMERICA, Greenwich, CT
Assistant Vice President & Premier Client Manager (2005 2008)
Achieved 75% quarterly loan production close rate by co developing combined personal and financial
services in collaboration with Financial Advisor.
Analyzed and capitalized on accounts with profit growth potential to develop effective actions plans and
the procurement of new business.
Issued deposit and credit expertise and advice to clients in support of the Financial Advisor.
Partnered with a Complex Leadership Team to develop strategies and processes to further business
penetration to achieve stated banking targets.
HSBC, Rye, NY
Assistant Vice President & Premier Relationship Manager (2005)
Collaborated with Financial Advisors and multiple banking groups to direct Wealth Management
operations.
Identified premium client needs and recommended products and services to establish a tailored and
personalized development of client accounts.
BANK OF AMERICA, Port Chester, NY
Senior Sales Representative (2004 2005)
Managed a customer portfolio, acquiring 100% of the customers’ business.
Sold retail banking products and services to customers and prospects.
Maximized sales and achieved sales targets through the development and maintenance of productive
business partnerships.
Utilized profiling analysis tools to identify cross selling opportunities and contacted prospective customers
by phone to promote and sell services.
Investment Representative (2001 2004)
Designed new training and mentoring programs leading to an 11% increase in district sales, 20% increase
in investment business, and a customer retention rate of 24%.
Devised and implemented customer service improvement plans raising survey scores by 3% within a six
month period.
Increased revenue and growth through the sale, marketing, promotion, and referral of products.
JOSEPH MAZZO Resume, Page 3
Managed and serviced the requirements of a customer portfolio with recommendations.
Nurtured existing relationships and partnered with specialists to provide customers with access to experts
in order to optimize their financial arrangements.
E D U C AT I O N
Master of Business Administration: Marketing – Iona College, Hagan School of Business, New
Rochelle, NY
Bachelor of Business Administration: Marketing – Pace University, Lubin School of Business, New
York, NY
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