Whitney Smith: Account Executive in roseville, CA

• 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.

• 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.

• 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.

• 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

• 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.