Paynedresume15
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Daniel J. Payne is seeking a position that utilizes his 10 years of experience in relationship building, management, and customer service. He has extensive skills in managing financial sales teams, training employees, resolving customer issues, and ensuring compliance. Payne has held several roles in banking and financial services, most recently as a customer service professional, and has almost completed his Bachelor's degree in Finance.
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Resume_tracy kot Professional Resume 2016Tracy Kot
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Tracy B. Kot has over 15 years of experience in client services and healthcare, specializing in client relationship management, account management, and project management. She has a track record of successfully growing revenue, improving productivity and client satisfaction. Her skills include relationship building, contract negotiations, process improvement, and training and development. She currently works as a Senior Account Manager for USI Southwest, where she manages a complex book of business and provides excellent customer service.Paynedresume15
- 1. Daniel J. Payne paynedoh@hotmail.com 8269 Sun Prairie Pl. Huber Heights, OH 45424 Phone: (937) 901-0641 OBJECTIVE Professional with ten years of relationship-building and management experience looking to contribute to a company’s sales, customer satisfaction, and overall mission. TRANSFERABLE SKILLS Management Skills  Experienced in leading a branch-based financial sales team  Responsible for the training and supervision of a team of five employees  Performed daily opening and closing procedures for the branch location  Completed branch audits, ordering, and shipping  Ensured branch and staff compliance with company policies and procedures Customer Service  Served as front-line accounts and service representative handling various customer needs and requests  Participated in conference calls and responded to emails as well as in-person inquiries  Ensured a focus on the customer’s immediate concerns while ensuring their long-term needs were met as well  Knowledgeable of banks products and services and provided this information to the customer to ensure customer satisfaction and positive feedback  Opened all accounts to include checking, savings, certificate of deposits, individual retirement accounts, and business accounts Account Logistics  Supervised account maintenance and sales initiatives for commercial, non-profit, and consumer accounts  Managed payments, checking accounts, savings accounts, money market accounts,CD’s, secured and unsecured loans and lines of credit  Determined product and service strategies for optimal promotional and upselling results using an in-depth knowledge of the company’s customers  Identified the customer’s needs, discussed scope of projects, scheduled timelines, and secured material and information for all tasks Problem Solving  Promptly resolved customer complaints by working with the customers and employees to troubleshoot issues, research problems, and implement practical solutions  Conducted follow up conversations with customers to ensure that their expectation of the services rendered had been met and all issues were resolved to their satisfaction
- 2.  Developed and implemented new policies and procedures to ensure the company’s focus was always on customer satisfaction, growth and the maintenance of the current client base Facility Operations  Directed operations of the facility to include opening and closing the branch, ensuring security and safety procedures were followed, hiring and providing training to staff, and overseeing maintenance issues were resolved PROFESSIONAL EXPERIENCE H&R Block Dayton, OH Customer Service Professional,2013-Current Assurant Dayton, OH Hazard Processing Specialist,2013-2014 Premier Health Partners Dayton, OH Financial Counselor, 2012 Liberty Savings Bank Dayton, OH Branch Supervisor/CSR II, 2008-2012 US Bank Huber Heights, OH Senior Banker, 2004-2008 EDUCATION Strayer University Fairborn, OH Bachelorsin Finance (in progress) Wright State University Fairborn, OH Sinclair Community College Dayton, OH Coursework in Financial Services/Business Administration (160 credit hrs)