Bobby Leonard Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

Phoenix, Arizona, United States

Phoenix, Arizona, United States

Partner and 1/5 owner of Phoenix based real estate investment group. Two deals and one flip and sell to date. Currently looking for a new project and holding Old Town Scottsdale for rental.

Tempe, Az

Partnered with at risk accounts to retain business, expand use and knowledge of platform, and upsell plans and services. Focus on world class customer service, solutions selling, and an other centered approach to help connect people to their next great opportunity. 500+ saves, promoted twice, 3,000 activations.

Phoenix, Arizona Area

-Financial losses/risk assessment using complex security and authenticationsoftware with emphasis and attention to detail and integrity-Sound judgement, discretion, and educated decision makingwhen addressing and resolving customer monetary issues and concerns-Cross-trained in 4 segments- fraud, top customer, new member, and customer service departments during company transitions and promotions-Ownership of customer product issues and communicate benefits of newfinancial tools by adding value and pro actively educating customers

Phoenix, Arizona Area

Maintained up-to-date knowledge of company policies regarding payments, returns and exchangesRecognized for “100% H1 attendance” in 2014Created new processes and systems for increasing customer service satisfaction, and presented to teammates and Team Leader to promote employee collaboration and innovationAchieved highest bonus percentage among team(152%) with consultative, value-focused customer service and solutions oriented approach

Phoenix, Arizona Area

Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revisionComplied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment ActReviewed more than 600 Department of Education defaulted debts each each week, verifying account information for accuracyMaintained confidentiality of bank records and client information

Phoenix, Arizona Area

Designed electronic file systems and maintained electronic and paper files for student enrollment and potential studentsMaintained the front desk and reception area in a neat and organized fashion, replenishing office supplies as neededServed as central point of contact and coordination for all outside vendors needing to gain access to the buildingOrganized files, developed spreadsheets, faxed reports and scanned documents required for student admission/enrollment

Phoenix, Arizona Area

Opened new accounts, including checking, savings and lines of credit for up to 200 customers weeklyProcessed sales referrals and promoted bank services and products, resulting in 10% branch sales increaseBalanced daily cash deposits and bank vault inventory with a zero error rateResearched and resolved customer issues on personal savings, checking and lines of credit accounts