February 2011 to Present
Expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.
Sold retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross- sells all products and services.
Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business.
Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.
Accounting Duties within the last seven Months
Responsibilities include reviewing journal entries, reconcilements, and vendor invoice processing along with creating, maintaining and updating procedures.
Provide quarterly financial and tax information.
Provide oversight and management to the reconciliation process, supporting schedules and reporting for various regulatory, taxes and other reporting.
Review and reconcilement of various liabilities accounts and provide related reporting.
Reports and provides account level variance and revenue yield analysis during month end close.
Participate in monthly non-accrual meetings, annual portfolio review
Customer Service Supervisor
April 2009 to January 2011
•Provide high quality and efficient customer support via phone and e-support solutions. SPOC Contact resolution to inquiries wherever possible and maintained productivity and quality standards. Recognized for providing recommendations to enhance the existing call center operations. Acted as the liaison between the customer and other departments and systems. Driving the development of high performance and superior customer service. Creating and team that supports client programs, service and products effectively. Recruiting, developing/training, coaching, motivating, retaining and evaluating qualified staff. Ensure service levels are satisfied by leading floor management and workflow distribution. Maintaining talk/wrap time, service, data and both customer and client satisfaction levels.
June 2007 to March 2009
Proven history of profit and loss management to maximize financial performance
Complies with equal employment opportunity laws, regulations and company policies related to discrimination in hiring, firing, promotion and compensation, including sexual harassment
Demonstrated competency hiring, developing and evaluating employees to achieve corporate and personal objectives
Demonstrated understanding and application of effective selling strategies and techniques
Strong project management and multi-tasking skills
Superior organizational skills
Experience developing and implementing business plans and goals
Demonstrated success managing inventory, including auditing, forecasting and planning
Proven history developing and implementing incentive plans to increase sales and improve profitability
Experience developing and implementing strategic sourcing
Experience managing warehouse design and facilities
Demonstrated competency in budgeting, forecasting and planning
Knowledge of Microsoft Office Suite, inventory/warehouse management and distribution software
Created schedules to maximize the customer experience and support the business goals.
Prepare month-end journal entries
BS in Finance
2007 to 2011
• Microsoft Suite, Microsoft Project, Visual Basic, JAVA, Android OS, iOS, HTML, XML