Cody Temple Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

- Account Volume - $3 million or more annually- Manages the transition of accounts from Business Development and supports accounts accordingly. - Fulfills all of the client's requirements- Uses industry knowledge to understand and recommend products and services that are most appropriate for maximizing client results. Understands client needs and their personal drivers and motivators. Identifies opportunities which can further solidify the customer partnership.- Develops, monitors and distributes timelines and schedules

Dallas-Fort Worth Metroplex

Lewisville, Texas, United States

Field and evaluate customer service questions; compare solutions to determine recommendations that best meet customers’ needs and circumstances; perform follow-ups to ensure resolution (typically taking 12 to 15 inbound calls per day)Establish rapport with customers and actively listen to understand their immediate and latent needs, motivations, and contexts; properly document customer interactions and capture both personal and financial insights to lay the groundwork for more personalized future interactionsSmart selling: Coach and educate customers as needed; provide information on products and services that would benefit the customer, support an informed decision-making process tailored to the customer’s needs and preferencesManage pipeline of potential customers at various stages of the refinancing journey; responsible for business development and relationship managementDocument learnings and regularly share back with team and leaders; actively contribute to team initiatives and shared goals; support teammates through peer mentorship and feedback

Dallas/Fort Worth Area

**COVID affected** - Account Volume - $1 million or more annually- Manages the transition of accounts from Business Development and supports accounts accordingly. - Fulfills all of the client's requirements- Uses industry knowledge to understand and recommend products and services that are most appropriate for maximizing client results. Understands client needs and their personal drivers and motivators. Identifies opportunities which can further solidify the customer partnership.- Develops, monitors and distributes timelines and schedules

Dallas/Fort Worth Area

Worked in multiple departments within Freeman as a Senior attending the University of North Texas

Dallas/Fort Worth Area

Assisted in supervision of fitness center operations in accordance with local, state and federal health and cleanliness standards. Participates in marketing, merchandising, programming, conducting inventory, recording and tracking financial statistics

Flower Mound, Tx

I worked as event staff for numerous kinds of events which include weddings, group picnics, business dinners, and holiday ceremonies. Often working with more than 400 customers at a single event.