Daniel Vishnevetsky Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

United States

United States

United States

Edina

Edina, Mn

Lakeville Mn

NMLSR ID 1161550

Richfield

Key accountabilities are to offer deposit, lending and other small business product solutions to existing and new customers to Wells Fargo while acting as the business expert for the branch. Identify and prospects within the branches existing customers as well as the Richfield community. Working side by side with internal partners, such as Merchant services, Payroll and Business Relationship Managers, as a team generating referrals to meet all the client’s needs. Maximize these resources and my skill set to fill all financial needs of the customer and increase retention of existing customers. Recent achievements: •Received a promotion to Business Specialist 6 months after joining Wells Fargo as a Personal Banker.•Exceeded goals in Q2/Q3, 2014 by utilizing appointment setting and prospecting skills.•Average 12 referrals a week to business partners.•#2 in loans closed in Q4 2014.•#1 in closed partner referrals in 2014.•Boosting bank sales 25% by increasing the education of personal bankers and tellers.•90% of loans and referrals originated from prospecting activity.•Exceeded goals in Q2/Q3 by utilizing appointment setting skills.

Richfield

Sell and cross sell View Point Banks products and services, responsible for meeting monthly sales goals. Provide exceptional customer service and demonstrate ability to work well in a team-oriented environment. Establish retain and deepen relationships with existing customers and new customers to achieve sales goals. Identify and anticipate customer needs and match and recommend products and services to fulfill those needs. Manage customer contacts to provide a high level of customer satisfaction. Open deposit accounts take loan applications respond to customer requests and resolve issues. Cross-sell products including referrals to other areas of the bank.

Plymouth, Minnesota

• Providing customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments. • Responsible for monitoring and maintaining assigned accounts Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos. • Accountable for reducing delinquency for assigned accounts, establish and maintain effective and cooperative working relationships with dealers and sales. • Weekly and monthly reporting to direct supervisor, monthly delinquency notices and the appropriate reporting • Meeting and exceeding account resolution goals on a monthly and quarterly basis as set by management.

Eagan, Minnesota

• Record setting of client based pipeline building with in the history of the company • Met daily collection and production targets while following a structure based on the Fair Debt Collections Practices Act as well as company policies. • Arranged for debt repayment or establish repayment schedules based on customers’ financial situations. • Advising customers of necessary actions and strategies for debt repayment • Conferring with customers by telephone to determine reasons for overdue payments • Locating and monitoring overdue accounts • Answering customer questions regarding problems with their accounts • Recording information about customers’ financial status and the status of your collection efforts • Tracing delinquent customer to new addresses by inquiring at post offices, telephone companies, credit bureaus or through the questioning of neighbors