Administrative Assistant. New Account Clerkn. Bank Teller

Patrice Welch

Tonawanda, NY *****

*********@*****.*** 716.418.3887http://www.linkedin.com/in/firstname.lastname/

Business-Focused Customer Service Professional

Providing Exceptional Service...Building Enduring Relationships...Solving Problems...

Increasing Sales

Versatile and highly organized customer service professional with wide-ranging experience diffusing potential escalation issues, and negotiating resolutions.

Listens to customer needs and articulate product and service benefits together with team members and management.

Boost sales and generate business by building and maintaining enduring customer relationships.

Utilize practiced organizational skills to manage margins and profitability.

-Client Growth and Retention -Order Processing/Data Management

-Quality Assurance -Logistics Specialist

Professional Experience

UNITED HEALTHCARE, Tonawanda, NY 2015 to Present

Clinical Administrative Coordinator

This position is to identify the type of assistance all incoming calls from providers, facilities and members require. Gives authorizations for procedures or enter cases for Clinical Review by Nurse Reviewers for inpatient or outpatient care. Directs members to the appropriate benefit group for their policy.

Consistently meets quality metrics, performance, and efficiency goals

Proficient problem solver

Assesses the needs of the caller and facilitates the process for clinical review

Takes ownership for proper resolution

KEY BANK, Amherst, NY 2014 to 2015

Customer Service Specialist, Inbound Calls

I used my customer service skills and sales experience to assist clients with all of their banking needs.

Patrice Welch *********@*****.*** Page Two

WASTE MANAGEMENT / RECYCLE AMERICA, Williamsville, NY 2005 to 2014

Senior Client Service Assistant

Managed buying and transportation service with $4M monthly in recyclable paper, cardboard, and other recyclable material to mills in United States, Canada, China, and India.

Reduced staffing costs over 33% by accepting responsibility for 3 additional accounts during relocation of Toronto office to Williamsville, NY.

Analyzed export commercial carrier shipping needs, maintaining compliance with US and Canadian regulations for domestic and international transportation of assorted fiber grades.

Investigated monthly pricing revenue margins, increasing efficiency and decreasing expenses.

Increased sales 45% working with 6 major Northeast Account Managers and 1 Toronto Regional Manager.

Guaranteed scheduled delivery times by matching most profitable and accessible mill with quantity of received material on hold for shipment.

Ensured customer contact and satisfaction levels with development of reliable tracking system.

Retained 2 key accounts safeguarding immediate intervention and prompt attention to address client issues.

KENNY ENTERPRISES, Cheektowaga, NY 2004 to 2005

Floor Design Consultant / Decorator

Managed $20K monthly in sales orders and walked clients through selection, measuring, carpet removal, and installation process in homes, churches, and commercial properties.

Optimized sales and instilled product confidence with continual customer contact, providing alternative merchandise suggestions and responding to questions

Won client loyalty and retention in competition with high-profile players in the Western New York area.

Shared knowledge concerning new product lines and benefits with customers with frequent face-to-face meetings.

RAYMOUR AND FLANIGAN, Cheektowaga, NY 2003 to 2004

Retail Sales Associate

Greeted and assisted customers with product selection, provided excellent customer service, maintained inventory, and provided a safe and clean working environment. Applied product knowledge to answer customer questions regarding features and benefits.

Boosted referral business with advancement of strong and lasting existing client relationships.

Exceeded sales goals with design and implementation of sales tools.

Increased revenue by gaining approval for customer credit applications, exceeding sales quotas.

Utilized collaborative style to build teams and establish trusting relationships.

Patrice Welch *********@*****.*** Page THREE

MORGAN STANLEY, Williamsville, NY 2001 to 2004

Client Service Associate

Liaised with 2 Vice Presidents in a highly regulated financial services environment, building trust and confidence. Managed executive and management calendars for business seminars, meetings, and travel.

Managed sensitive issues with tact and sensitivity, completing projects with confidence, efficiency, and enthusiasm.

Rocketed production 50% by handling client requests, allowing senior management to engage in onsite client visits and sales meetings.

Ranked buy and sell stock orders in order of receipt, avoiding losses due to price fluctuations.

Additional Experience

PRUDENTIAL SECURITIES, Buffalo, NY

Sales Assistant

SMITH BARNEY, Buffalo, NY

Sales Assistant / New Account Clerk

Education

Business coursework, Genesee Community College, Batavia, NY

Contact this candidate