Daniel Ickes Email & Phone Number

• Provided end to end white glove service with clients point of call to resolve service-related concerns while proactively identifying new opportunities to maximize their relationship with Merrill and Bank of America• Exceeded monthly and segment goals and led segment with a 94.4% Client Satisfaction score and 117% Deepening to Target from February 2022 through August 2022• Partnered with Academy leaders to provide virtual mentoring support for new vendor associates• Assisted with… Show more • Provided end to end white glove service with clients point of call to resolve service-related concerns while proactively identifying new opportunities to maximize their relationship with Merrill and Bank of America• Exceeded monthly and segment goals and led segment with a 94.4% Client Satisfaction score and 117% Deepening to Target from February 2022 through August 2022• Partnered with Academy leaders to provide virtual mentoring support for new vendor associates• Assisted with coaching and mentoring both new associates and team members to improve productivity and knowledge of common account maintenance issues• Motivated team members to increase CSAT and Deepening metrics with personalized strategies• Utilized critical thinking and resources to identify and prevent potential firm risk by escalating suspicious accounts and transactions to supervision• Observed and communicated common call drivers and trends with leadership to maximize efficiency Show less

• Worked as an integral part of goal-oriented team to meet deadlines and accomplish tasks to ensure customer satisfaction • Problem-solved and adapted to various changes that arose during construction to create desired outcomes despite obstacles• Applied new learnings in real-time to overcome challenges through “learn-by-doing” apprenticeship style program• Built and leveraged relationships with various subcontractors to ensure high quality product and seamless integration of all… Show more • Worked as an integral part of goal-oriented team to meet deadlines and accomplish tasks to ensure customer satisfaction • Problem-solved and adapted to various changes that arose during construction to create desired outcomes despite obstacles• Applied new learnings in real-time to overcome challenges through “learn-by-doing” apprenticeship style program• Built and leveraged relationships with various subcontractors to ensure high quality product and seamless integration of all building components• Delegated tasks to team members and monitored progress to ensure quality and accuracy• Visualized creatively and strategically to create a plan for corresponding work to bring blueprints and drawings to scale as building projects• Built autonomy by demonstrating proficiency in new construction techniques, resulting in responsibility for independent craftsman projects Show less