Post on 16-Apr-2017
Daniel J. Paynepaynedoh@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
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 EXPERIENC E
H&R Block Dayton, OHCustomer Service Professional, 2013-Current
Assurant Dayton, OHHazard Processing Specialist, 2013-2014
Premier Health Partners Dayton, OHFinancial Counselor, 2012
Liberty Savings Bank Dayton, OHBranch Supervisor/CSR II, 2008-2012
US Bank Huber Heights, OHSenior Banker, 2004-2008
EDUCATION
Strayer University Fairborn, OHBachelors in Finance (in progress)
Wright State University Fairborn, OH
Sinclair Community College Dayton, OHCoursework in Financial Services/Business Administration (160 credit hrs)