Customer Service Delivery
Resume:
JM Jamie Mueller
Naples, FL ***** 239-***-**** ************@*****.***
PROFESSIONAL
SUMMARY
Seasoned professional with a proven track record at Regions Bank, enhancing financial decision-making and client satisfaction through expert relationship building and critical thinking. Achieved significant revenue growth by identifying new business opportunities and leveraging skills in research and client relations. Demonstrates a strong ability to manage and prioritize client needs, ensuring comprehensive service delivery.
SKILLS Relationship building and
management
Active Listening
Critical Thinking Problem Resolution
Professional telephone demeanor Administrative Support Prioritization Building rapport
Product and service solutions Research
WORK HISTORY RELATIONSHIP BANKER II 10/2023 to 04/2024 Regions Bank Naples, FL
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
RESIDENTIAL REAL ESTATE APPRAISER 11/2004 to 03/2023 Jamie Mueller Appraisal Services Naples, Fl
Inspected new and existing properties and noted distinctive characteristics. Took photographs of interior and exterior of buildings to properly document features and conditions.
Gathered information on nearby properties to compare and help make value determinations on properties.
Completed appraisals on pre-set number of properties to meet weekly production goals.
Remained current on local areas through actively researching and garnering understanding of community values.
Assisted clients in making informed decisions regarding home purchases and refinancing options through comprehensive appraisals and explanatory reports.
Enhanced property valuation accuracy by conducting thorough research and analysis of market trends, comparable properties, and local economic factors.
FINANCIAL SPECIALIST 10/1990 to 11/2004
Wachovia Bank Naples, FL
Enhanced financial decision-making by providing timely and accurate analysis of financial data to executive leadership. Collaborated with cross-functional teams to develop strategic plans aligned with overall company objectives.
Developed comprehensive financial models for forecasting, budgeting, and performance tracking purposes.
Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions. Enhanced client satisfaction by providing personalized financial planning services tailored to individual needs.
Maintained strict compliance with all regulatory requirements while navigating a constantly evolving financial landscape, ensuring continued operations without legal complications or penalties. Assisted clients in achieving their retirement goals through strategic planning and effective management of assets.
Achieved revenue growth with the identification of new business opportunities and expansion of existing client relationships. Increased client retention through proactive communication, addressing concerns, and providing timely market updates.
Established strong rapport with clients by consistently delivering exceptional service and demonstrating a deep understanding of their financial needs.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Advised clients on favorable investment opportunities to meet established financial goals.
Built and established relationships with clientele to improve future business opportunities.
EDUCATION High School Diploma 06/1982
Miami Southridge Senior High School, Miami, FL
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