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Account Executive 

Executive

Experienced and focused Account Professional with a progressive revenue generation record looking to obtain a position that will enable me to use my strong account management skills, customer service experience and innovative thinking.  Adept at explaining complex  advertising concepts in a clear and accessible manner to colleagues and clients. Effective multitasker able to bring multiple account projects to completion with complete cost-effectiveness and accuracy.

•	Project manager for Salesforce, Dialsource pilot team rollout tester. 
•	Conduct daily WebEx meetings to virtually train and educate doctors and staff in territory.
•	Formulate and implement strategic business plans specific to the needs of individual large accounts to retain and increase membership and identify new and ancillary product sales opportunities.
•	Responded to all customer queries issues and requests.
•	Obtain frequent recognition and rewards for top performance.
•	Cultivate and develop strong business relationships with clients and prospective clients.
•	Educate customers on industry and price trends to inform and assist with business decisions.
•	Maintain current working knowledge on existing and new products/services and other general information to ensure accurate information is provided.
•	Act as liaison between various VSP departments and customers to ensure service levels and expectations are met. 
•	Collaborate with marketing and product development to address cu

•	Trained all new employees in a classroom setting in addition to regular job functions. 
•	Consistently delivered a high level of service to achieve and maintain high satisfaction levels and support client retention. 
•	Researched, resolved and responded to issues and inquiries from clients and brokers. Appropriately evaluated situations that could have impacted the company and drove solutions as needed.
•	Performed collection activities for past due receivables, including collection calls.  


Accounts Receivable Specialist 

•	Built and managed lifelong customer relationships.
•	Understood customers’ financial needs and showed them how to get the greatest possible value from products and services.
•	Assisted customers in managing their finances while building lifelong relationships.
•	Received frequent recognition and rewards for top performance.
•	Offered the right financial products and services to help customers meet their financial needs such as saving for college, buying a home, and planning for retirement through strategic discovery during interactions.
•	Developed and maintained relationships with Tri Counties Bank partners.


Personal Banker

•	Responsible and accountable for all branch operations; oversee, train and direct the performance of 8 branch employees (tellers, personal bankers, etc.).
•	Received frequent recognition and rewards for top performance.
•	Set and meet customer service and financial product sales goals through implementation of new business and marketing of bank products.
•	Recruit, hire and train personnel; discipline and performance evaluations, full knowledge and adherence to bank policy in terminations.
•	Schedule and provide sufficient staff and employees for full customer service while effective managing bank resources.
•	Review and authorize payment of branch accounts payable.


Service Manager 2

•	Worked closely as a key team member and assisted customers with their daily banking needs while acting as a supervisor for tellers and assisting with making approvals. 
•	Supervised a team of 8 tellers to assist them in making smart banking transactions.
•	Provide excellent customer service.
•	Processed transactions for customers to help them manage their finances.
•	Received frequent recognition and rewards for top performance.
•	Referred customers to talk to Bankers or other Wells Fargo partners.
•	Found ways to make financial services more convenient for customers


Lead Teller

•	Worked closely as a key team member and assisted customers with their daily banking needs. 
•	Provided excellent customer service.
•	Processed transactions for customers to help them manage their finances.
•	Received frequent recognition and rewards for top performance.
•	Referred customers to talk to Bankers or other Wells Fargo partners.
•	Found ways to make financial services more convenient for customers.


Teller

Find out detailed information about Whitney Smith, Account Executive  in roseville, CA

Whitney Smith: Account Executive in roseville, CA

Whitney Smith

Sierra College