Account Manager
San Jose, California, United States
• Coordinated daily customer service operations such as front desk processes, orders, and payments• Transaction coordinator for high volume office: setting up billing, new accounts, and client follow-ups• Collaborated with clients to come up with personalized solutions to fit their needs based on assets, state regulation, and wealth management tools (life insurance, annuities, mortgages) • Authorized and bank certified to open checking and saving accounts, credit cards, and vehicle loans using a relational database powered by MS-DOS • Led office wide implementation of SalesForce CRM and created job aids and info series• Provided ongoing coaching and technical support to co-workers and new recruits