Bernard Ferry Email & Phone Number

Melville, New York, United States

Provided Support for Escalated Client SituationsWorked with Product Teams to Resolve escalated technical issues.Overhauled product guides and training materials for Treasury products, and provided ongoing training and support for Ops, Sales, and Implementations Associates.SME across the full spectrum of Treasury Services.

Melville, New York

Provided ongoing support, fielding client questions and concerns, assisting with technical problems, site navigation, etc.Created and monitored maintenance requests, providing updates and support for clients and team members.

Melville, Ny

Worked directly with small business clients.Worked as part of implementations team, assisted with the onboarding and training of new clients with the Intellix platform.Provided ongoing support, fielding client questions and concerns, assisting with technical problems. Worked as part of implementations team, creating and monitoring maintenance requests, providing updates and support for clients and team members.

Managed client relationships in software implementation projects, serving as point of contact between client and team members.Took part in triage calls, identifying errors and communicating concerns with the software development team.

Lindenhurst, New York

● Managed calendars for Financial and Home Lending Advisors, scheduling appointments and fielding client questions.● Direct interaction with client base, scheduling and providing customer service.● Client Onboarding● Kept track of budgets to prevent client overspending.

● Conducted product demonstrations, highlighting various product features and benefits.● Provided clients with job specific warranties, contract details.● Planned and scheduled projects, from the design phase all the way through contracts and billing.

Brooklyn, Ny

● Worked as part of sales team, focused on building and maintaining client relationships, scheduling and providing customer service.● Managed warehouse inventory, ensuring on time delivery of all scheduled orders.● Invoiced clients and collected payments in conjunction with accounts receivable.

● Managed Employee Database, including fund data maintenance, account creation and reconciliation, report creation and circulation, and ongoing processing of documents for transfer into electronic medium for consumption ● Performed regular audit of membership benefits and enrollment status, and presented related reporting statistics and status updates to senior management● Maintain deposits and monthly cash receipts; reconcile transactions with check deposits.

● Helped to manage calendar for company, scheduled service calls and maintained an effective reliable delivery schedule for customers. ● Discussed contract details for both products and services.● Sent customer invoices, worked with accounts receivable to collect balances and take payments. ● Reviewed account history & documented conversations, plans, changes etc. ● Handled and resolved escalated customer calls using effective communication.

Bachelor’S Degree, Film/Cinema/Video Studies

Education record