Support vertical penetration and continuity of contact with qualified hand-offs to advance opportunity along the sales cycle.
December 01, 2022
Communicates with external and internal customers through various channels (phone, email and letters) maintaining a positive, empathetic and professional attitude at all times.
January 27, 2023
Maintains current knowledge of products and systems related to deposit, cash management products services and credit services.
February 12, 2023
Monitors the workplace environment for personnel problems and situations that could warrant advising management of impending problems or difficulties.
February 28, 2023
Understanding, leveraging, and working in all aspects of the demand generation process, including lead qualifying and nurturing to yield actionable next steps with the outside sales organization.
March 23, 2023
Resolves all overdue account balances, unassigned cash and payment discrepancies through research, communications and follow up with clients or field operations.
March 27, 2023
Actively explains, promotes and cross sells Credit Union services, products, programs and investment opportunities.
April 12, 2023
Assists with teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed.
April 17, 2023
Follows proper Complaint Process when assisting customers with escalated concerns to resolve account or service issues.
April 18, 2023
Demonstrated success in communicating and executing company policies and standards under frequently challenging circumstances with key clients where millions of dollars in revenue are in-play.
May 15, 2023
