Daniel O. Email & Phone Number

United States

Retirement Income Solutions

United States

Institutional Retirement & Trust

United States

Institutional Retirement & Trust

United States

• Responded to phone inquires pertaining to shareholder accounts and company information.• Handled escalated callers and assisted other phone representatives as a backup Manager on Duty.• Conducted research and collaborated with other departments to resolve complex pending customer issues.• Trainer and peer coach for new and existing team members.• Contributed on projects that improved new hire training, phone scripting language, softphone interface, and undeliverable mail procedures.• Provided processing assistance for various Security Operations Departments including New Business Team, Dividend ACH Validation, Cash Contribution Validation, Create Work Items, Undeliverable Mail/Checks, and Shareholder Correspondence.• Proficient with Sungard, IRIS, Crystal Reports, Customer Service Workstation, Elibrary, Shareowner Online, PacTrac, and Adobe Acrobat DC.(Three months with New Business Team)• Tracked quantity and ordered material for all Direct Purchase, Reinvestment Plan, and other company-related documents.• Assisted in the conversion and validation process for new shareholder accounts.• Processed Share Reserve Adjustment requests from Relationship Managers.• Reviewed and cataloged discrepancies in dollar values, language, specific tax-related verbiage, and proper document format for all Direct Purchase and Plan material.• Utilized Adobe Acrobat DC to make PDF revisions on Account Authorization Forms.• Revised Sungard procedures for Share Reserve Adjustments processing.

Greater Minneapolis-St. Paul Area

• Provided customer service and possessed in-depth product knowledge in the Plumbing, HVAC, Housewares departments.• Used interpersonal and sales skills to achieve a daily sales goal.• Utilized a plumbing and bathroom design program for custom orders and product options.• Coordinated with external vendors, contractors, and internal personnel to manage orders, monitor inventory, and build floor plans.

Duluth, Minnesota Area

• Trained new and existing lifeguards.• Assisted with scheduling for over fifty employees.• Provided Red Cross certified lifeguard services.• Performed maintenance and assisted with projects on a 35,000 square feet indoor waterpark.• Orchestrated large party and outdoor events for hotel patrons.

Greater Minneapolis-St. Paul Area

• Performed outbound and inbound phone calling.• Arranged sales presentation appointments.• Managed after-market sales and products.

Bachelors, Sociology

Activities and Societies: Minnesota Public Interest Research Group (MPIRG)My education consisted of learning the central ideas.

Bachelor Of Arts (B.A.), Sociology

Activities and Societies: Minnesota Public Interest Research Group (MPIRG)