Chad Smith Email & Phone Number

NLMS2484200Working with members to understand their financial and lending needsMaking consumer loan product recommendations that align with the member’s goalsQA Excellence Award Q4 2023Meeting members where they’re at: conveying complex information to members in a way they understandCreating a positive and low-effort experience for each memberOpening new.

Remote

Answer incoming phone calls from agents and customersAssist with a variety of inquiries, including status on pending new business applications and pending in-force transactionsHelp with specific in-force policy questions, product information, current rates, and service issue resolutionProcess and maintain department SLAs by processing basic transactions.

Remote

An integral part of the hiring process, managing recruiting activities and building relationships with internal and external candidates and clients. Often provide the first impression of OCI and ensure an incredible candidate experience throughout the entire interview process. Possess great communication skills, have the ability to shift gears at a.

Chandler, Arizona, United States

Promoted from Preferred Sales Specialist (8/2014)Collaborate across lines of business to support clients’ credit, investment and deposit needs via banking product sales while championing quality and excellent client experiences. Serve as an expert on credit card and deposit service and sales, auto sale financing, and digital banking enrollment and.

Chandler, AZ

Delivered client experience and sales workshops to new and tenured associates. Coached and developed new employees via on-the-job training to ensure effective use of tools and resources. Mentored junior coaches and acted as manager during absences. Analyzed employee quality metrics. Supported navigation of the CallScripter Synergy desktop.Recognized by.

Phoenix, AZ

Sold banking products while supporting cardholders with new account openings, balance transfers and direct deposits. Shared best practices with team to drive attainment of sales and customer experience goals. Built daily sales and statistics reports. Coached new employees and monitored calls. Handled escalated calls and assisted with lost and stolen card.

Bellevue, WA