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Candidate Info
3
years in workforce
9
months at this job
Business Specialist
Introduce Apple solutions, technology, and services to business customers.
- Generated new leads and built rapport with business customers, by connecting over the phone or through in-store workshops and events.
- Discovered customer needs through briefings; prepared and presented proposals
- Trained Sales specialist to identify and engage business customers to increase business connections
- Increased RedZone business connections 23.5% in Quarter 3 2014.
Candidate Info
30
years in workforce
5
years at this job
AS
Associate of Science
Small Business Specialist in 2011
- Ranked in top 5% in overall customer satisfaction scores 2012-2017
- Consistently in top 5% of bankers in telephone sales and inside referrals sold
- Ranked #1 in NE DFW market of bankers in 2011-2016
- Ranked # 3 in Texas market in 2016
- Promoted to Small Business Specialist in 2011
- Successfully utilized call blocking techniques for follow up, sales, and referrals
- Served as Outbound Call Specialist and mentored new service center candidates
Candidate Info
8
years in workforce
5
years at this job
Relationship Banker Small Business Specialist
- Determined consumer and business customers financial service needs in order to present a suitable product
- Acquired, retained and managed relationships with both consumer and business customers
- Generated growth in balances through the sale of products by promoting and referring products and services
- Completed and exceeded monthly goals
- Maintained a portfolio of new and existing clients to discover their financial needs and provide the best product recommendations
- Reached out to clients via phone on a daily basis for followups and and appointments
- Partnered with specialist initiating referrals to ensure clients gained access to experts that could help them with specialized financial needs
Candidate Info
15
years in workforce
4
years at this job
BA
Psychology
Business Specialist
- Responsible for a book of business consisting of approximately 150 clients.
- Work with all business customers to achieve financial success, and assist with the growth and development of their entities.
- I am a Partner to the branch and work to drive new business and grow my current portfolio.
- Engage my coworkers to provide business referrals, and work to encourage personal development and increased sales skills.
- 2014 Quarterly Star of Excellence Award - Q4
- 2016 Quarterly Star of Excellence Award - Q1, Q4
Candidate Info
11
years in workforce
2
years at this job
BA
Psychology
Small Business Specialist/ Private Banker
- Maintain an existing book of business of investments, loans deposits and credit products for mass affluent and high net worth clients totaling $25.2M, increasing assets under management by 13%.
- Processed and closed approximately $13.2M in consumer and business loans in 2016
- Identify assets held away by clients and commercial customers and work to transition those assets to J.P. Morgan. Transferred over $1.9M in assets in the last 2 quarters of 2016.
- Consistently finished in the top 10% of J.P Morgan Bankers nationwide in new business, personal accounts and investments
Candidate Info
11
years in workforce
3
years at this job
HS
High School Diploma
Business Specialist
- Train and coach branch team members to effectively refer potential customers.
- Maintain weekly, monthly and quarterly reporting to upper management.
- Analyze financial profiles of business customers, business tax and financial statements to ensure proper cash flow and assets.
- Manage and deepen existing business customer portfolio of over 125 high value clients by 25%.
- Prospect potential new businesses for deposit relationships, cash management, and equipment finance needs, and business loans and lines including commercial real estate loans and refinances.
- Work with branch partners to meet all needs regarding our customer's full financial relationship.
- Work closely with underwriting to get issues resolved and ensure quick funding on loans, lines and other business products.
Candidate Info
4
years in workforce
3
years at this job
BA
International Management
Business Specialist
- Facilitated business experiences through in-store briefings, workshops, and events. Worked with the business team to prepare and present proposals for the customer needs.
- Acquired several international and local businesses to join Apple's business team.
- Responsible for in store trainings and development of new hires.
- Served as the bridge between managers and employees.
Candidate Info
7
years in workforce
3
years at this job
Business Management & Human Resources
Small Business Specialist
- Engages current and potential customers to gain an understanding of their unique financial needs and recommends and opens appropriate products and services to meet those needs while delivering a positive customer experience.
- Demonstrates a comprehensive understanding of both consumer and small business products and services and seeks cross sell opportunities to enhance and deepen customer relationships.
- Actively participates in branch sales and marketing activities embodying our customer commitments to accountability, community, innovation and accessibility.
- Handle all cash flow with branch vault.
- Schedules and conducts face-to-face sales appointments and participates in sales calls to achieve personal consumer and small business sales goals.
Candidate Info
4
years in workforce
1
year at this job
HS
High School Diploma
AS
Graphic Design
BA
Information Technology
Comp Citi Business Specialist
- Provided remote support assistance for thousands of Business owners all over the country
- Installed software through multiple technical environments (Terminal Services, VPN, RDP, Server/Client)
- Assisted with installation of additional hardware like receipt printers, barcode scanners, finger print and vein readers
- Configured applications and internal websites using Web services for offsite data access through cell phones, tablets and other PC's
- Trained single and multi-location businesses on management and growth analysis strategies through the use of Millennium software
- Performed multiple onsite meetings with the goal of educating owners on business management as well as setting goals for Salon & Spa employees for future growth
- Recorded Webinars for best business practices on a monthly basis
- Implemented an enterprise environment for franchises with the goal of helping the owner keep track of royalties and profits that each branch generates on a monthly basis
- Installed a SQL database for cross pollination of Client Data including tracking of performance metrics through aggregated reporting
Candidate Info
3
years in workforce
1
year at this job
BBA
Finance
Relationship Banker - Small Business Specialist
Registered Representative designated to analyze current and potential clientele in order to maximize balance and investment growth for the branch
- Manage operational responsibilities and delegate duties in a diligent manner to maximize customer satisfaction and improve team production.
- Operate as the primary point of contact with affluent clientele to build relationships and ensure customer loyalty through consistent follow ups.
- Cold call clients and prospects systematically to transition funds into the branch specifically for investments and balance growth.
- Act as the liaison between our Chase Mortgage Specialist and our clients to guarantee an easy and fluid process for the financing of their real estate assets.
- Assist advisor in conducting financial analysis of the client's economic condition with the goal of building a profile and uncovering opportunities on a personalized level.
- Manage branch's sales tactics to optimize every team member's approach with clients to capitalize on sales and increase the branch's profitability.
- Conduct meetings with our commercial clients to help them organize banking accounts such as checking, savings, tax, investment, operating, and escrow.
- Provide credit solutions to ensure a seamless banking experience and provide the financial wherewithal necessary to promote growth and development in business and personal finances.
- Travel to commercial client's place of work in conjunction with ADP specialist to present benefits of payroll services and promote other Chase Business options.
- Execute necessary analysis in relation to credit/debit sales of commercial clients to highlight benefits of available merchant services.
Candidate Info
10
years in workforce
10
years at this job
GED
GED
Business Specialist
- Process purchases of products and Mobility Services such as Wireless Phones and Accessories, Billing, as well as Customer resolution.
- Make recommendations according to customer's needs on features, accessories, upgrades and rate plans.
- Provide Business Customers support concerning services, products, billing, equipment, claims, and resolve problem areas.
- Continually maintain working knowledge of all company products, services and promotions through Employee documents and training.
- Utilizes mechanized systems to initiate and complete service orders.
Candidate Info
8
years in workforce
1
year at this job
BS
Business Management
Marital And Family Therapy
Business Specialist II Dedicated
- Provide telecommunications support for AT&T's highest revenue building customers
- Designated as a dedicated point-of-contact for major businesses
- Communicate with external vendors to assess customer needs
- Process customer requests via internal database platforms
- Ensure that customer accounts have the proper security controls in place
- Train internal employees on new system applications when necessary
Candidate Info
6
years in workforce
5
months at this job
BS
Civil Engineering
MS
Computer Science
Supply Chain Management
Enterprise Business Specialist
- Managing multiple projects to improve Solar Turbines Enterprise applications
- Analyze impacts and risks for changes or upgrades on Enterprise Applications
- Assist Project Managers in pushing projects through GAP, CD, and UAT satisfying SOX requirements.
- Managing schedule to make sure projects meet customer need date and requirements.
- Updating process flows and training documents to meet business needs.
- Support production and technical issues for ERP applications: Baan, LN, and Solumina
Candidate Info
13
years in workforce
AS
Associate of Science
Finance & Economics
Relationship Banker - Business Specialist
- Referrals to date: Investments - $8.8 million, Mortgage/Home Equity - $1.9 million
- Work with company owners and managers to explore lending and cash flow needs.
- Engage with business partners to enhance the client’s personal banking, business banking, financial advisory, and mortgage relationships.
Candidate Info
6
years in workforce
2
years at this job
HS
High School Diploma
Kinsiology-athletic Training, Communications
Solutions Specialist, Small Business Specialist
- Analyze consumers and business accounts, discover their needs and recommend a total personalized solution.
- Sold a variety of smart devices ranging from tablets and smartphones to vehicle safety and home security systems
- Provided technical support for various problems with customer's smart devices.
- Worked flexible hours including holidays and vacations.
Candidate Info
8
years in workforce
2
years at this job
GED
GED
Online Banking Specialist/small Business Specialist
- Resolve customer complaints via phone
- Use telephones to reach out to customers and verify information
- Greet customers warmly and ascertain problem or reason for calling.
- Advise on company information
- Utilize computer technology to handle high call volumes.
- Read from scripts.
- Work with customer service manager to ensure proper customer service is being delivered.
- Review small business accounts
