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Customer Service Account Manager

Location:
Cold Spring, KY, 41076
Posted:
April 13, 2024

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Resume:

MICHELE

STOUT

859-***-****

ad4zl5@r.postjobfree.com

Covington, KY 41017

CONTACT

Organized and energetic with over

two decades of experience in

customer service, sales, and client

engagement.

CAREER OBJECTIVE

Finance Representative Banker

Huntington Bank, Fort Mitchell, KY

New Home Sales Consultant

Taylor Homes, Cincinnati, OH

Account Manager

State Farm, Cincinnati, OH

EXPERIENCE

November 2021 - Present

• Handles openings and closing procedures of the Bank. Welcoming customers, answering phones and effectively resolving customer issues.

Educate customers on products and open Checking, Savings, Estate, Trust, Certificates of Deposit accounts in timely consistency, accuracy.

• Monthly sales goals with 3 levels, exceeds top level on consistency Sell consumer mortgages, equity lines, auto loans and unsecured loans.

Input loan applications and make sure all necessary loan documents

• are submitted.

• Handle loan closings, with accuracy and consistency.

• Notary for the State of Kentucky.

Increased car loan and insurance quotes by placing toy box car in

• counter, got customer engaged to ask about the offer Assist with teller transactions, make deposit, cash checks, make payments and vault balancing.

Easy to build relationships and enjoy helping customers retain, grow, identify their financial goals.

September 2019 - August 2021

Demonstrate the various customizations on new homes and floor

• plans

• Provide quotes based on the client's selections

• Explain the various advantages to different features and upgrades Awarded the sales person of the year award in 2020 based on sales

• and starts completed

September 2019 - April 2020

• Increased sales of life insurance policies

Represented agency at Chamber of Commerce and other association meetings

• Oversaw marketing through local events and promotions Financial Representative

Western and Southern, Cincinnati, OH

Customer Service Representative

Fifth Third Bank, Ft. Thomas, KY

June 2014 - September 2019

Facilitated the development of a brochure, that is now used system- wide, to explain the differences in types of life insurance to customers

Protect client assets and grow their net worth offering life, health and annuity services

Grew sales territory by 77.3% through cultivating new business leads

• and building solid relationships

Daily pipeline management including executing change orders, processing death claims and writing new business

Attend marketing events, networking groups, and community gatherings to increase client base and generate additional revenue

Spearheaded program to initiate client contact on special occasions

• to show care and compassion

April 2009 - April 2014

Accepted, verified, and posted all customer transactions via online terminal into various types of accounts, including consumer loans and mortgages

Identified customers additional banking needs and effectively cross- sell products and services to meet those needs including credit cards and loan applications

Received recognition for selling the most credit card processing

• services, top in the market

Cultivated robust customer relationships, utilizing persuasive communication techniques, which streamlined problem resolution and increase customer service



Contact this candidate