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Account Specialist Relationship Banker

Location:
Holt, MI
Posted:
August 17, 2021

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Sharon Richardson

Data Entry Account Specialist

Personal Statement

I’m a Senior Level

Account Specialist and

Customer Service

Professional, looking to

utilize and further sharpen

my skillset with a

company where I can

grow and advance. It’s my

desire to contribute to a

high performing data

entry or account

management position and

work with a team where I

can collaborate with other

professionals within the

realm of my industry. I’m

passionate about data

accuracy and uniformity.

Attention to detail, and

process / flow are my

keys to succeeding in

Account Management.

ADDRESS

3540 Bergman Ave

Lansing, MI, 48910

USA

PHONE

517-***-****

EMAIL

Sharon52384@gmail.c0m

EXPERIENCE

2019–2020

Relationship Banker / CSR teller • Bank of America • Lansing, MI As a Relationship Banker / CSR teller with Bank of America, I dealt heavily with the customer service aspect of the industry by assisting clients with various banking needs from deposits and withdraws to opening accounts and applying for lines of credit.

Duties were inclusive of utilizing CRM (salesforce) for all data entry and processing components of my role, obtaining various needed documentation for tasks requiring a certain level of validation, processing requests/ applications and claims, cash and check handling, conducting needs analysis by collecting data from clients to make an informed recommendation of services available to them and making clients aware of programs and opportunities they may not have known about based on findings.

2012–2019

Mobile Expert • Best Buy /AT&T • Lansing, MI

As a mobile expert with Best Buy, I use a “needs-based analysis” approach to the customer service process by engaging potential customers or accounts in conversations about their mobile needs and desires. I use the information given, to consultatively recommend related products. I assisted in data transfer, data security, warranties, account payment structuring, POS transactions and documentation. Learned and proficiently navigated through all CRM, search engines and POS /IOS systems for the company- including all major mobile service carriers i.e.; Verizon, Sprint, AT&T, Google Android and Apple. Promoted three times within the department, maintained top 25th percentile nation-wide ranking, received various awards and accolades for performance.

2011– 2012

Assistant Store Manager • Max 10 Inc. • Lansing, MI Directed the day to day operations and revenue goals for the branch. I performed the recruitment, interviewing and personnel development training for onboarding employees in Customer Service, market trends and comp-set knowledge.

Other Duties included; styling forms, setting the store, scheduling, running and navigating POS/POI systems, Bank deposits, revenue management, inventory, shipment ordering and receiving, corporate correspondence, incident de- escalation, customer retention, community marketing and involvement. SR

Account

Management

2

SR

Account Management

Skills

Proficiency in alpha /numeric

data management and account

maintenance, customer / client

retention, SOP development

and modification,

teambuilding, metrics and goal

execution, strategic planning,

ROI strategy, market and

industry research, POS/ POI

navigation, CRM systems

(including but not limited to

Microsoft Office Suite 2013 +,

salesforce, hubspot, etc.),

search engine navigation and

management, B2B

transactions, invoicing, cash

handling, banking

(accounting), phone and email

cold calling and research,

prospecting and networking.

Clerical Duties; multiline

telephone, email

correspondence, fax, copy,

scanning, scheduling, AR/AP,

book-keeping, filing, reception.

2010– 2011

Assistant Store Manager • Goodwill Inc. • Lansing, MI Staff Leadership and Personnel Development. I managed and trained several employees which often times included volunteers from court ordered community service and government issued stimulus programs in need of documented job experience. I acted as a liaison between government regulated programs and potential employees / volunteers needing employment experience or community service hours. I directed donation inspections and item pricing, scheduling as well as balancing registers and bank deposits. Maintained store organization, inventory and upkeep. Other duties included: Cash handling and banking, POS and CRM navigation and execution, trouble shooting, customer retention and de-escalation. 2008– 2010

Assistant Store Manager • Dots Inc. • Lansing, MI

Administered day to day company policies. I regularly implemented corporate changes and seasonal forecasted market trend- strategies to generate higher store revenue.

Other duties included: Cash Handling, banking, POS and CRM Navigation, regular store audit and metrics reporting, overhead store AP and AR. 2007– 2008

Sr. Associate-Key Holder • Payless Shoes • Lansing, MI Carried out all regular associate duties including; new product knowledge in order to offer better customer service, cash handling, POS navigation, in store advertisement modification and maintenance, inventory and stocking. Promoted to Senior Associate – Key Holder.

Senior Level Key Holder duties included; store book-keeping and balancing, banking, deposits, closing reports and in store auditing. Light Scheduling and managerial duties as delegated.

EDUCATION

Lansing Everett High School Lansing, MI - 2003

GPA -3.5 – Pre-college

Lansing Community College Lansing, MI – 2004 – 2006 GPA – 3.7 – Began coursework to complete BS of Psychology.



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