Anthony Bolt Email & Phone Number

Boston, Ma, Us

Greater Boston Area

Responsibilities: • Provide outstanding customer service and ensure sales and referral expectations are consistently exceeded.• Engage and attend weekly partnership meetings and joint calls with key partners.• Source new customers through prospecting by making outbound calls, referrals from centers-of-influence, cross-functional opportunities, and business partnerships.• Identify opportunities to introduce customers to business partners when appropriate.• Responsible for… Show more Responsibilities: • Provide outstanding customer service and ensure sales and referral expectations are consistently exceeded.• Engage and attend weekly partnership meetings and joint calls with key partners.• Source new customers through prospecting by making outbound calls, referrals from centers-of-influence, cross-functional opportunities, and business partnerships.• Identify opportunities to introduce customers to business partners when appropriate.• Responsible for growing the profitability, deepening relationships and retention within existing customer base through outbound initiatives , networking and in-person appointments.• Manage wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.Professional Skills:• Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.• Create strategies to develop and expand sales of services to existing customers. • Excellent consultative skills, client prospecting and development, customer retention and needs analysis skills.• Excellent verbal communication and influence skills; Display a credible, trustworthy, and professional image at all times.• Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach.• Strong financial and business acumen.• Strong organizational and time management skills. Show less

Develop and maintain customer relationships by selling Bank products and providing excellent customer service.Expand and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently.Meet all goals and actively participate in all sales activities in the branch.Acquires and retains customer relationships by providing relevant solutions to meet customer needs.Develop and deepen customer relationships by providing outstanding customer… Show more Develop and maintain customer relationships by selling Bank products and providing excellent customer service.Expand and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently.Meet all goals and actively participate in all sales activities in the branch.Acquires and retains customer relationships by providing relevant solutions to meet customer needs.Develop and deepen customer relationships by providing outstanding customer service following a focused cross-selling strategy.Meet all sale goals and actively participate in all sales activities in the branch by engaging in a personal weekly sales activity plan. Show less

Provided support to DYS caseworkers in monitoring clients’ adherence to their established itineraries and expectations.Assisted case management team with supervision, accountability and service goals storage spaces.Conducted client itinerary monitoring to include school attendance, employment and curfew calls and other scheduled activities.Responsible for identifying and documenting any concerns related to clients and office personnel.

Responsibilities included educating, exciting customers and employees, also responsible for up selling Macy’s credit card services and training new hires. Maintained and controlled company inventory, while effectively controlling shrink levels to prevent company losses while insuring maximum company profitability.Other responsibilities included maintaining and designing floor displays and floor arrangements. Assisted in special projects assigned such as seasonal training, new… Show more Responsibilities included educating, exciting customers and employees, also responsible for up selling Macy’s credit card services and training new hires. Maintained and controlled company inventory, while effectively controlling shrink levels to prevent company losses while insuring maximum company profitability.Other responsibilities included maintaining and designing floor displays and floor arrangements. Assisted in special projects assigned such as seasonal training, new product promotions, location event planning and staging. Show less

Organized direct office services, for records and budget preparation for Boston Housing Authority and residents.Prepared memos, letters, invoices, reports, financial statements and additional documents, by means of word processing, spreadsheet, database, and presentation software such as PowerPoint.Performed general clerical duties to include but not limited to: photocopying, faxing, mail distribution, filing, and coordinating and maintaining records for staff office space.