Appointment Setter Service Agent

DAVID R. PATCHEN

Mobile: 562-***-**** -- Email: **********@*****.***

PROFILE

Experienced technically adept Customer Service and Sales Support professional with product knowledge background in several industries. Efficient and effective use of time management skills combined with great analytical, decision-making and conflict resolution abilities. I am a detail driven, skilled problem solver who provides functional customer service skills and follows direction with minimal supervision.

WORK EXPERIENCE

Store Associate – Meat Dept

Smart & Final - Yorba Linda, CA

November 2020 to April 2022

oOrganize and maintain floor product displays

oProvide customer service experience for shopper

oUnload and store product shipments

oPrepare chickens and maintain schedule for roasting

oWeigh, price, wrap and tag products for sale

Customer Service Agent / Inside Sales Rep

ICC - Fullerton, CA

January 2019 to January 2020

oConnect with potential customer to introduce ICC

oBuild sales orders and submit quotes to distributor

oActivity promotes up sales opportunities and higher-level benefits programs

oResolve customer support questions or issue

oLog, track and maintain customer records on P21 CRM

oExecute follow-up activity to ensure client relations

oManage the ICC display at all national conferences

Client Relations Representative

Hikvision Inc.- City of industry, CA

February 2017 – August 2018

oHelp clients/customers be connected to Hikvision and the product line

oSchedule sales engineer appointments with clients

oInform clients of special promotions available to them

oHelp determine if clients are qualified for higher level benefits programs

oResolve customer support questions or issue

oLog, track and maintain lead and account records using Salesforce CRM

oExecute follow-up activity to ensure client relations

Episys Software Specialist

Rancho Federal Credit Union - Downey, CA

July 2012 to October 2015

oWrote code for Symitar (Episys) programs to generate reports and batch job performance

oReported tax information to the IRS and Franchise Tax Board including FIDM and escheat maintenance

oExecute daily I.T. requirements (Transfer backups, transaction & batch output files - transmit check orders & other monthly jobs to third-party vendors)

oPerformed technical support services for staff members

oSetup database for special product promotions

oSchedule nightly batch jobs for processing including backups, end-of-day closing and reports

oProcessed month-end statements for all branches

oCarried out network & camera system re-cabling projects including remodeling of server room

EDUCATION/CREDENTIALS

Computer Programming Certification

(Sawyer College, Anaheim, CA

Associate of Arts Degree

Long Beach City College, Long Beach, CA)

SUMMARY OF SKILLS

oMeets and exceed measurable performance targets

oLead qualification and generation

oAccurate, efficient and detail oriented

o70- 90 cold calls daily

oExperienced appointment setter

oHigh level of working knowledge of products, services and processes

oExcellent written and oral communication skills

oProficient with IBM Compatible/Macintosh operating systems SalesForce, Word, Excel, Exchange, Info@Hand and Symitar (Episys)

oSkilled in handling customer complaints and providing appropriate resolutions

oTechnical Support skills

oA highly self-driven sense of motivation

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