DANIEL (DAN) M. EGGLESTON III

727-***-****

adzsju@r.postjobfree.com

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

St Petersburg, FL 33716

OBJECTIVE

To obtain a position where I can demonstrate client 1 st approach in a busy call center

environment that is service driven and has a clearly defined vertical path for growth.

SKILLSET

● Articulate and highly effective listener, able to isolate true objection/ inquiry on a variety

of calls or products. Adept at hearing “what’s not being said” and conflict resolution

● Met or Exceeded all set performance metrics

● Proficient at multi-tasking. Able to answer phones, take notes and treat high net worth

clients with attentive respect under stress.

● Competent with Windows, and. knowledgeable of Microsoft Office and QuickBooks,

FDR, CheckFree, Metavante, CSM softwares. SIS, Client Center, Money Movement,

CTAC,Client Onboarding.

● Participated in New Account Client Onboarding implantation initiative.

● Extensive legal document review. Trust, Will, Divorce Decree, Transfer on Death.

EXPERIENCE

Customer Accounts II Raymond James Financial July 2013-June 2023

● Ran daily reports of an assigned book of global branches reconciling previous

day stock purchase and ensure payment/collection in accordance with FINRA

regulations. Money due reports were also run daily and collections is one of the

primary functions of this role. Ensuring all debits were covered,charged

appropriate interest or turned in the accounts for stock sellout; Provide

operational support to firm wide Financial Advisors and their support staff for

requests regarding money or stock movement. Answered 40-60 calls per day

from branches and their support staff. Established withholding elections as per

the IRS guidelines, distributed funds according the end client request via ACH,

Wire, Internal Journal or Check. Process Transfer on Death agreements. Assists

with training and development of less experienced associates, acted a

knowledge source for new hires once training is completed

Contact Center Representative PSCU December 2007 – August 2012

● Very busy call center, I averaged 150 calls per 8 hour shift on numerous

skillsets. Lost/Stolen Cards, account limit review and increase credit limit, online

banking for over 1000 credit unions with unique platforms, online billpay with the

Checkfree and Metavante platforms. Escalated call resolution. Demonstrated

live calls for incoming training classes. All while meeting /exceeding

performance metric requirements.

Director of Upgrades Mini Vacations of Brandon May 2003 – August 2007

● Busy call center environment responsible for fulfillment of 2 night getaway

vacations vendors use as incentives. My department’s responsibility was to

convert at cost travel to income generation travelers. I was responsible for

writing scripts, rebuttals all interviewing, training and sourcing the additional

incentives including unit upgrades, car rentals, air fare tickets. This program

started as a vanity project with a 22% conversion ratio. Under my leadership, I

transformed it to a 94% conversion ratio.

Vice President / Owner Celeste, Eggleston and Jones July 1998- May 2003

● Time share lead generator. Travelled throughout the state of Florida and the

Caribbean participating in the events to generate leads for the call center.

● Travelled throughout the state of Florida and the Caribbean touring properties to

create unique marketing plans for client such as; The Morritt’s Tortuga group on

Grand Cayman Island., Ocean Reef Yacht Club Grand Bahama Island, Aqua Sun

resorts and Blue Green Resorts.

● Wrote scripts and rebuttals in accordance with the Department of Agriculture

Division of Consumer Services.

● Trained and monitored the call center to ensure representatives met performance

metrics.

● Developed and taught the LIRRC (Listen, Isolate, Restate, Rebuttal and Close)

method for over the phone sales.

● Crafted scripts and rebuttals for numerous vacation packages and vacation clubs.

Karaoke host/ Karaoke Manager Friendly Tavern March 1991 – present

● Emcee karaoke show ensuring customer enjoyment and alcohol sales.

● Train, monitor and schedule all karaoke support staff.

United States Navy Operations Specialist 1989-1991

● Surface to air tracking

● Coastal navigation

● Two way radio communication

● Radar analyst.

Accomplishment/Recognition.

Named employee of the third quarter for Operations 2017,

Education

Vocal music performance Wright State University

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