Beverly Phomthavong Email & Phone Number

San Diego, California, United States

Greater San Diego Area

Woodland Hills, California

• Managed Secure Message inbox to coordinate solutions for approximately 70 clients per week
• Helped create and implement a new “Voice” for PurePoint Financial to communicate personably and effectively with clients which built trust in an Online Financial Institution
• Constructed, edited, and copyrighted messages to store into a Template Library which streamlined the process of responding to clients, ultimately resulting in a reduction of a 3-hour response rate
• Built relationships with various internal business lines to find proper solutions to client issues and concerns
• Assisted manager with Ad Hoc Projects with improving Employee Experience
• Recorded clients’ concerns, complaints, and compliments to enhance client experience

Santa Barbara, California

• Coached and developed new associates to ensure that new hires followed established policies and procedures
• Delivered prompt, accurate, and excellent customer service to every client resulting in long-lasting relationships
• Helped supervise teller staff and approve over-limit transactions in the absence of the Teller Manager or Teller Supervisor

Santa Barbara, California Area

• Participated in the development of branch goals of acquiring a score of 83% for customer satisfaction resulting in becoming the number two branch in the region
• Increased client interest and awareness of bank products and services through promotions and referrals to bankers
• Uncovered clients’ needs beyond the immediate transaction, and successfully transitioned the client to the appropriate source to address their needs
• Processed customer transactions including deposits, withdrawals, and payments accurately and efficiently

San Diego, California

• Awarded Stellar Teller Q1 and Q2 for 2014 for the district; exceeded quarterly sales goals and provided exceptional customer service
• Executed multitasking skills by performing general office duties; organized the branch, answered incoming phone calls, and assisted clients
• Gained organizational skills through scheduling appointments with a banker in a timely and orderly manner