Lisa Day
Summary
Happy and Enthusiastic leader who enjoys her current role at Lancefield & Romsey Community Services Limited by enhancing customer retention and satisfaction, and fostering team productivity.
Shows initiatives that significantly improved service delivery and operational efficiency, achieving consistent sales growth.
Confident in staff training and development, I like motivated teams towards achieving aggressive targets.
Enjoys and participates within the Community building rapore facilitating long-term relationships.
Competent Customer Relationship Officer driven to exceed sales goals and build long-term relationships with customers. Assisting customers to achieve their financial goals.
Driven to exceed customer expectations while promoting adherence to company standards and guidelines. Proven history of fostering quick and successful problem resolution, improving customer satisfaction.
Overview
6
6
years of professional experience
2
2
Certification
Work History
Customer Relationship Officer/ Acting Manager
Lancefield & Romsey Community Services Limited
12.2018 - Current
- Managed customer relations on ongoing basis to maximize customer retention.
- Improved customer satisfaction by addressing and resolving their concerns in a timely manner.
- Increased customer loyalty through the development of personalized relationships with clients.
- Built long-term, loyal customer relations by providing second to none service.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Identified and resolved discrepancies and errors when balancing.
- Managed customer accounts, ensuring consistent delivery of exceptional service for continued business growth.
- Trained new team members on company policies, CRM systems, and best practices to ensure consistent service quality.
- Maintained accurate records of customer interactions, enabling better understanding of client issues and facilitating follow-ups when needed.
- Enhanced cross-selling opportunities by understanding customer needs and recommending relevant products or services.
- Assisted customers with opening accounts and signing up for new services.
- Maintained up-to-date knowledge of product and service changes.
- Increased efficiency and team productivity by promoting operational best practices.
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and customers.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Conducting lending interviews for Personal Lending with clients capturing, calculating and processing lending facilities.
- Facilitated clear communication between employees and upper management through regular meetings and updates.
- Maintained compliance with health and safety regulations, ensuring safe environment for both staff and customers.
- Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
- Collaborated with management team to set sales targets and strategies, achieving consistent sales growth.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Interact with the community to build ongoing relationships within the community
Education
High School Diploma -
Reservoir District Secondary Collage
Melbourne, VIC11-1995
Skills
- Account management/updates
- Customer service
- Team leadership
- Time management
- Decision-making
- Staff training and development
- Staff management
- Goal setting
- Documentation and reporting
- Community engagement
- Sales management
- Employee onboarding
- Coaching and mentoring
- Policy and procedure development
Certification
- VIC Driver's License
- FSRA
- RSA
Timeline
Customer Relationship Officer/ Acting Manager
Lancefield & Romsey Community Services Limited
12.2018 - Current
High School Diploma -
Reservoir District Secondary Collage
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