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Customer Service Sales Representative/Data Entry Specialist/Management

Location:
Ponte Vedra Beach, FL
Salary:
40000
Posted:
September 13, 2023

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Resume:

Alida Ali

*** ***** ******, ***** ***** Beach, FL 32081 • 646-***-**** • adzofz@r.postjobfree.com

Professional with exemplary customer service background; eager to support progressive organization in optimizing bottom-line performance

Sales • Banking & Financial Services • Insurance Claims Examination

Staff Training & Mentoring • Team & Project Leadership • Client Relations

Profile

Offer strong experience in all facets of sales, from prospecting and negotiating to closing and maintaining long-term client relationships; equally talented at sales & team management.

Well-honed expertise in establishing rapport with prospects, delivering compelling sales proposals, overcoming sales objections, practicing diligent follow-up, and directing team members.

Able to combine well-honed managerial expertise with interpersonal skills to exhibit proficiency in training, coaching, mentoring, motivation, and leadership.

Extremely detail-oriented, perceptive and versatile, with outstanding expertise in organizing workflow to optimize efficiency. Solid reputation for integrity, sensible judgment, and problem-solving capabilities.

Able to analyze industry, emerging products, and market trends to plan strategies and promote company products and services.

Consistently deliver top-notch service crucial to acquiring new customers and optimizing revenue.

Adept at prioritizing, coordinating, and managing multiple concurrent tasks to meet performance, quality, market share, and financial goals.

Professional Experience

Ideal Aluminum Deals, St. Augustine, FL - March 2019 - Present

WIP Reporting/Administrative

Maintaining WIP database and Excel spreadsheets accuracy on all orders

Update WIP on order status and update any notes or changes per request on orders.

Update Ship to locations per request.

Prepare sales orders for production floor, make multiple copies for flagged documents per department needs,

Review all sales orders for accuracy, print all flagged documents, stamp, date and organize all copies to be sent to specific department needs,

Communicate with all leads for each department via email for order pickup.

Manage email on Outlook.

Contact shipping department leads for orders that are email sent.

Review, audit and collect all production sheets from the plant from each department for initial and date.

Enter information from production sheets into the WIP Reporting database system.

Shared responsibilities with coworker answering all outside calls and greeting guests.

Reroute general faxes to specific inside & outside salesperson.

Backup for Coating log database entry.

Prepare orders per Sales Material request, print the order ticket and communicate with the shipping desk or walk the order over.

Assisting to resolve orders issues with production staff.

American Transit Insurance Company, Freeport, NY & Brooklyn, NY, 2018 to May 2019

Paralegal / Claims Examiner

Coordinate investigation process for bodily injury claims submitted by drivers and passengers.

Methodically analyze documentation submitted by claimant’s attorney.

Collect crucial data relating to accident such as accident reports and witness statements.

Prepare ISO filing of claim and seek further information as needed on other claims made by claimant.

Forge cooperative relationships with in-house investigation staff, defense counsel, and management.

Efficiently prepare and review arbitration documents for legal team.

Schedule and conduct EUOs to interview customers, claimants, and witnesses.

Review claim in litigation for possible Summary Judgment motions, process in accordance with established regulations, and refer to Special Investigation Unit if suspected of fraud.

Standardized correspondence letters for paralegals and adjusters to enhance efficiency.

Charged with overseeing and reviving lagging projects by sending medical records and x-rays to be reviewed by third party.

City National Bank, New York, NY, 2016 to 2017

Relationship Banker

Executed customer transactions (i.e. deposits, withdrawals, money orders, bank checks, new accounts), ranked among top 20% performers company-wide, and presented with award for excellent sales.

Increased book of business by 40% for HNW clients through prospecting, cold calling, and follow-up.

Citibank, NA, New York, NY, 2008 to 2015

Personal Banker

Trained, developed, and mentored seven tellers in sales techniques while personally expanding market share through cold calling, networking, and generating referrals.

Acquired two to three new small business accounts per month and extensively contributed to opening nearly 3,000 new accounts from college students during ‘rush week’.

Ranked among top 10% of peers in 2012 and won ‘Citistars’ award.

Consistently met or exceeded sales goals during tenure, and presented with award for excellence in producing demand deposits in 2010.

Travel Planners, Inc., New York, NY, 2007 to 2008

Group Coordinator

Directed between six and eight call center associates in booking convention center expo bookings.

Traveled to expos held nationwide to meet with exhibitors, ensure flawless execution, swiftly resolve hotel issues, and pre-book for following year’s expo.

Promoted services to corporate executives and VIPs at tradeshows to secure large number of hotel rooms for their employees.

HSBC Bank, New York, NY, 2005 to 2007

Small Business Specialist

Shepherded up to eight personnel in servicing small business customers while collaboratively driving highly efficient branch operations; managed and maintained existing accounts, onboarded prospects and referrals, and played an integral role in earning ‘Customer Service & Satisfaction’ award.

Led team to win ‘Mission Possible’ sales campaign by generating $2M in small business loans, signing 33 new business accounts, and producing $5M in business savings.

Bank of America / Fleet Bank, New York, NY, 2004 to 2005

Assistant Banking Center Manager

Recruited, hired, trained, coached, and mentored team of 12 in delivering top-notch customer service to maximize sales revenues and branch reputation.

Joined forces with business partners to secure new business and expand existing relationships.

Fleet Bank, New York, NY, 2002 to 2004

Senior Sales Representative

Provided direct leadership, training, coaching, and supervision to eight sales representatives.

Delivered exceptional levels of customer service while capitalizing on referral opportunities where applicable.

Surpassed goals for checking accounts, credit cards, real estate home equity lines and loans, online banking activation, and investment products.

Fleet Bank, New York, NY, 2001 to 2002

Sales Representative

Sold bank products and services to retail consumer and small business clients; exceeded all consumer deposit and lending goals and launched teller referral program to book at least two referrals per day.

Completed cross-training to serve as back-up to customer service managers, eliminating need for bank to hire externally.

Education

Paralegal Studies, Certification Pending, Florida State College of Jacksonville,

BBA, Marketing Management, Bernard M. Baruch College, (CUNY), New York, NY

AA, Marketing Management, New York Technical College (CUNY), Brooklyn, NY

Proficient in Microsoft Office Word, Excel, PowerPoint,



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