Tammy Murray
Perth,WA
Summary
Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
20
20
years of professional experience
Work History
Transaction Banking Account Manager
NAB
Perth WA
10.2022 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Educated clients on new products or services to increase customer engagement with brand.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Developed customized account plans for clients to help them achieve their business goals.
- Monitored industry trends to provide informed recommendations on new products or services that could benefit clients'' businesses.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Maintained current knowledge of evolving changes in marketplace.
- Recorded accurate and efficient records in customer database.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Transaction Banking Specialist
NAB
Perth, WA
06.2004 - 10.2022
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Maintained excellent client relations, resulting in increased referrals and repeat business.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Reduced processing errors by implementing strict quality control measures in daily operations.
- Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
- Investigated and resolved account issues by offering applicable options to customers.
- Collaborated with cross-functional teams to develop and implement new products and services tailored to clients'' needs.
- Built strong relationships with key stakeholders, including vendors, regulators, and industry partners.
- Championed the use of innovative technology solutions to enhance overall banking experience for clients across multiple channels.
- Enhanced staff performance with comprehensive training programs focused on product knowledge and customer service skills.
- Provided reliable support during mergers or acquisitions, ensuring a smooth transition for all parties involved.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Managed a diverse portfolio of clients ranging from individuals to small businesses, addressing unique financial needs effectively.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Handled various accounting transactions.
- Trained new hires on customer service policies and procedures.
- Referred customers to other banking departments for specialized services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Cross-sold credit cards, loans and other bank products.
- Wrote and distributed customer correspondence.
Skills
- Goal-Oriented
- Relationship building and management
- Sales Development
- Issue Resolution
- Team Training
- Client rapport
- Customer Relationship Management (CRM)
- Sales Reporting
- Upselling
- CRM Software
- Cross-Functional Collaboration
- Business Development
- Client meetings
- Business Needs Assessment
- Sales expertise
- Employee Mentoring
- Product Training
Timeline
Transaction Banking Account Manager
NAB
10.2022 - Current
Transaction Banking Specialist
NAB
06.2004 - 10.2022