Paynedresume15

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Page 1: Paynedresume15

Daniel J. [email protected]

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

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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)