David Lynn Email & Phone Number

St Cloud, Minnesota, United States

Altoona, Ia

Greater Minneapolis-St. Paul Area

Initial point of contact for Wealth Management personal trust clients and interested parties. Serves as a liaison between the client and members of their relationship team. Clients are served by addressing general account inquiries, transactional requests, proprietary online system client support and other servicing needs. Initiate money movement transactions including checks, ACHs and wires. Place directed trade orders on non-managed accounts. Make client address and phone number changes. Provide Trust Direct and Quicken Online client assistance. Answer statement and balance inquiry questions. Gather preliminary information for new business referrals. Proactively take responsibility for resolving client issues/inquiries. Maintained 96% and above adherence and quality assurance scores.

Shoreview, Mn

• 60% – Provide support to customers over the phone and resolve their problems, while also offering them a wide range of products that can support their business needs and maintaining a high level of customer satisfaction and retention.• 40% – Mentor and coaching new Phone Bankers on customer service, sales and performance metrics. Provide constructive coaching to new Phone Bankers to meet defined quality objectives for the department and provide one-on-one training, one-on-one feedback when required.

Shoreview, Mn

Provide support to customers over the phone and resolve their problems, while also offering them a wide range of products that can support their business needs and maintaining a high level of customer satisfaction and retention.

Bloomington, Mn

Burnsville, Mn

Bachelor Of Science (B.S.), Managerial Accounting

Associate Of Applied Science, Business Administration