David Ikels Email & Phone Number

Alexandria, Virginia

Analyze, research and resolve problems and discrepancies related to member accounts. Provide account information and facilitate membership, deposit, credit and loan applications. Counsel current and prospective members about credit union's products and services. Understand and comply with federal and other regulations relating to financial products and services.

Washington D.C. Metro Area

Facilitate administrative support for family medical leave claim management in compliance with state and federal law and employer statutes to help client companies run their businesses more effectively and efficiently.

Laurel, Maryland, United States

Exceed customer expectations as member of relationship management team responsible for building relationships with businesses and high net worth individuals. Develop, maintain and service deposit, credit and treasury relationships for the Bank. Manage and cross-sell products to promote the growth of the bank. As the clients’ primary point of contact and key financial advisor, I develop, market, and administer demand and time deposits, existing loans, and cross sell related bank accounts and services. Process and troubleshoot outgoing and incoming domestic and international wires. Effectively utilize components of bank’s Customer Interaction Mastery Model to ensure efficiency and customer satisfaction. Recognize opportunities to broaden customer relations through effective listening, interviewing and selling skills.

San Antonio, Texas Area

Process telephone inquiries to obtain customer satisfaction, exercising strong analytical and decision making skills. Ensure operational efficiency and limit fraud exposure to the bank. Acquire member relationships through proven selling techniques and cross selling.

San Antonio, Texas Area

Assist customers with inquiries, interpreting billing entries, resolving problems, and recommending additional service solutions. Ensure customer satisfaction and enhance company profitability using needs-based selling techniques. Coordinate service orders and maintenance for customers with appropriate personnel, utilizing Windows- and UNIX-based systems. Track daily sales efforts and results. Assist with training personnel. Track record of consistently meeting and exceeding sales goals and objectives. Recognized as a resource among peers due to range of experience within company.

San Antonio, Texas Area

Interviewed customers over telephone, determined products appropriate to needs, and pitched service packages to customers accordingly. Tested cable system and resolved transmission failures, troubleshooting related problems. Successfully coordinated cable and telephone installation for 5 Smartmoves apartment complexes in Texas. Rapidly mastered skills necessary to perform job responsibilities with excellence.

San Antonio, Texas Area

Provided customer service to residential and business voicemail customers, troubleshooting problems and resolving service issues. Answered internal customer and customer complaint lines in manager’s absence. Assisted management with implementation initial customer training, skill development, and resolution of internal customer service issues.