Dynamic Client Relationship Consultant with a proven track record at US Bank, excelling in client satisfaction and problem-solving. Skilled in managing customer accounts and negotiating solutions, I leverage strong communication and attention to detail to enhance service delivery and foster lasting client relationships. Committed to achieving results and driving business success.
Working with customers to put them with the best products that meet their specific
financial needs.
● Opening new accounts including checking, savings, credit card, business, and certificate of deposit using fusion.
● Helping customers with their withdrawal, deposits, cash advances, money orders, and cashier check transactions on the teller line using CEI.
● Working with customers to help resolve any banking issues they are having.
● Help putting customer accounts in a Trust account when needed. Also assisting with opening Business accounts.
● Following procedures to open and close the bank on each shift.
● Balancing out my drawer and the vault to make sure everything is in balance at the end of every shift.
● Assisting in cash shipments that come in and go out each week as well as bank operations that are needing attention.
● Assisting customers to get access to their safety deposit box.
Working from home meeting daily goals and using teams and outlook to communicate with
managers and teammates.
● Using Moxi to look up customer information and noting the account accordingly.
● Using Nice in contact to answer calls, transfer, and disposition the call accordingly.
● Helping customers go over their contact for better understanding of what they purchased.
● Taking monthly payments and down payments.
● Assisting customers in setting up their web account or app.
● Listening to and understanding the customers needs to either assist the customer further or transfer to the appropriate account manager for further assistance.
● Assisting customers with the claims process, rental process and getting them to road side assistance.
● Assisting customers by looking at their contract to make sure the parts they are needing repaired are eligible for coverage.
Accepting orders on the Uber eats app.
● Reaching out to customers to let them know I was on the way to pick up their order, on my way with order and deliver order.
● Picking up orders in a timely manner.
● Verifying with the restaurant that all of the order is correct and in the bags for delivery.
● Making sure an address was correct and delivering order according to delivery instructions.
● Delivering orders in a timely manner.
Calling and emailing customers to make sure all needs are met from the time loads are tendered to the time they are delivered and resolve any service issues to maintain customer satisfaction
● Working with multiple web sites to schedule and reschedule pick up and drop off of freight to shippers and receivers
● Monitor and track all loads to and from customers in our system
● Working with AS400 system and McLeod to build, update, track, assign and unassign freight to trucks in the system
● Working with other Customer Service Representatives to solicit freight to achieve balance and maximize revenue for the company
● Using Excel and Word to update customer info and tracking of freight
● Communicate with Fleet managers and Customer Service Manager to ensure customer expectations are met
● Negotiating dollar amounts with brokers to receive loads that some customers may not have in the area a truck falls into
Present purchase offers to sellers for consideration.
● Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other
● Compare a property with similar properties that have recently sold to determine its competitive market price.
● Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
● Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
● Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
● Interview clients to determine what kinds of properties they are seeking.
● Coordinate property closings, overseeing signing of documents and disbursement of funds.
● Generate lists of properties that are compatible with buyers’ needs and financial resources.
● Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings to remain knowledgeable about real estate markets.
● Coordinate appointments to show homes to prospective buyers.
Cleaning Solution (St. Peters MO)
● Scheduling appointments and ongoing cleaning sessions.
● Estimating job.
● Receiving and depositing money.
● Purchasing and taking inventory of products.
● Keeping in contact with every client to make sure the job is always done to their satisfaction
Administer online purchasing system.
● Maintain records of goods ordered and received.
● Monthly inventory.
● Filling and shipping packages in a timely manner using stamps.com
● Marketing of products and SEO.