Bank Operations Financial Services Business Support Customer Service

*** ***** ******** *****

Whitsett, NC *****

Phone 910-***-****

Laura L. Sawer

Objective

To obtain a full-time remote position with a world class organization in order to pursue my passion of helping personal and business customers.

Work Experience

First Bank

Greensboro, NC

Business Support Specialist II

Customer Service Representative III

Deposit Operations Specialist

January 6, 2016 - Present

I worked 5+ years in a call-center environment. I was a lead in their Business Support Center assisting business customers. I was also the lead/back-up supervisor in Customer Service Center assisting personal & business customers. I handled escalated calls and helped train & coach new employees. I also was on the Online Account Opening Team from inception.

I just recently moved to the Deposit Account Specialist position less than 2 months ago.

Heartland Payment Systems Wilmington, NC

Relationship Manager September 2014 - Jan 2016

●Work directly with business owners for their payment processing acceptance, payroll services & gift & loyalty marketing programs

●Sell POS systems, check services & payment gateway products to retail & ecommerce clients

●Implements a weekly, monthly and annual sales strategy to ensure that all personal and company goals are consistently met

●Network with local BNI groups to develop referral business

●Proactively retain the clients by routine visits and assisting with customer service requests

●Work with my district manager & team by participating in weekly conference calls, monthly meetings and annual conferences

●Contribute to the internal referral process by referring clients to our lending group to further enhance their business

Branch Banking & Trust Co. (BB&T) Wilmington, NC

Merchant Sales Consultant September 2006 – September 2014

●Responsible for consulting with the banks existing small business clients, corporate & commercial clients and sole proprietorships to determine the best solution for their electronic payment needs

●Market POS credit card terminals, Ecommerce products, check services, gift & loyalty cards

●Proactively retains the banks top 100 merchant accounts by region by developing long term relationships

●Contributes to the IRM process by referring clients to other specialists within the bank to further enhance their business & personal relationships

●Implements a weekly sales strategy to ensure that personal and bank goals are consistently met to achieve and exceed monthly sales goal

●Participates in sales activities to include weekly team building conference calls, monthly product knowledge meetings and annual conferences

Branch Banking & Trust Co. (BB&T) Wilmington, NC

Private Banking Associate May 2005 – September 2006

●Responsible for supporting and assisting the coordinated delivery of a broad range of bank products and services to a portfolio of Private Banking clients

●Delivering exceptional, high-level service to those clients

●Helping a team of Private Bankers and Private Banking Manager with client records, retail loans and financial plans.

Branch Banking & Trust Co. (BB&T) Wilmington, NC

Relationship Banker II April 2001 – May 2005

●Primary contact in branch for client problem resolution, research, analysis and credit or deposit services

●Responsible for opening retail and business deposit accounts and credit products

●Proactively initiated, developed and managed long term relationships with client base

●Manage client portfolios by uncovering financial needs by profiling and charting results

●Responsible for referring clients to specialists within the bank to further enhance business relationships

Technical Skills

MS Windows, MS Works (Word, Excel, PowerPoint) Salesforce, BankPro, ProActive, Salesforce, MS Money, PageMaker

Accomplishments

●Completed the Jump Start program & was ranked 3rd in the Red Diamond Program within my 4 month

●Received “The Silver Performance Award” for three consecutive years for exceeding $10 million in new sales volume

●Received “The Platinum Performance Award” for exceeding $20 million in new sales volume.

●Trained new Relationship Bankers during two bank mergers (Maryland & Florida)

●Received BB&T University certification in The Merchant Sales Consultant Certification Program

●Received BB&T University certification in The Relationship Banker Certification Program (14 classes – 2 year curriculum)

Professional & personal references available upon request

Contact this candidate