David Waggle Email & Phone Number

Gulfport, Mississippi, United States

Commercial banking institution with over 300 branches, 5,000 employees, and $50B in assets, deposits, and loans; in process of merging with Whitney Bank.Small Business Direct Banking Sales Associate (2010 to Present): Provide first-rate customer service to internal and external customers in support of Business e-Banking product and direct banking services. Work closely with small business owners, review enrollment paperwork, verify all documents are on file, schedule appointments, and provide log on information. Train and assist customers on navigation of e-Banking software. Review incoming customer documentation and interact daily with customers. Process ACH Direct Deposit and ACH Tax Payment applications, set up customer approvals in system, and walk customers through submission process. Cross-sell banking products and generate referrals to Investment, Insurance, and Trust departments.Consistently exceed monthly and quarterly sales performance goals.Serve as direct banking expert. Troubleshoot and solve customer problems with online banking software and facilitate staff training.Drive business development through referrals and close interaction with business professionals and customers.Explore all methods and solutions to further enhance e-Banking experience as one of ease to small business owners. Direct Banking Sales Associate II (2008 to 2010): Qualified leads and solicited orders for products and services. Processed checking and savings account product applications and up-loaded new accounts. Monitored and updated sales pipeline and tickler files for follow-up inquiries. Ensured compliance with all State and Federal requirements. Originated loan requests. Tracked and recommended action on overdue loans. Monitored internet loan and deposit applications for appropriate follow-up. Assisted other direct banking associates, as necessary.

Long Beach Ms

Provide first-rate customer service to internal and external customers in support of Business e-Banking product and direct banking services. Work closely with small business owners, review enrollment paperwork, verify all documents are on file, schedule appointments, and provide log on information. Train and assist customers on navigation of e-Banking software. Review incoming customer documentation and interact daily with customers. Process ACH Direct Deposit and ACH Tax Payment applications, set up customer approvals in system, and walk customers through submission process. Cross-sell banking products and generate referrals to Investment, Insurance, and Trust departments.

Qualified leads and solicited orders for products and services. Processed checking and savings account product applications and up-loaded new accounts. Monitored and updated sales pipeline and tickler files for follow-up inquiries. Ensured compliance with all State and Federal requirements. Originated loan requests. Tracked and recommended action on overdue loans. Monitored internet loan and deposit applications for appropriate follow-up. Assisted other direct banking associates, as necessary.

Delivered consistent quality customer service via telephone, internet, and mail. Handled deposit and loan account balance inquiries, payoffs, pending debit items, transaction history, profile updates, check orders, and security access changes. Stayed abreast and provided interest information on checking and savings accounts, certificates of deposit, and loans. Completed various financial transactions and provided online banking and bill pay customer support and administrative assistance.

sales by performing asset and diagnostic profiles to determine customers' financial needs and recommending appropriate financial services.Ensured accuracy of all loan documentation and timely prepared closing packages to include, pre-qualifying mortgage loans, completing credit applications, reviewing collateral, and completing exceptions.Trained and mentored new and existing employees.Awarded promotions in 2008 and 2010 by maintaining top performance.Direct Banking Service Associate II (2005 to 2008): Delivered consistent quality customer service via telephone, internet, and mail. Handled deposit and loan account balance inquiries, payoffs, pending debit items, transaction history, profile updates, check orders, and security access changes. Stayed abreast and provided interest information on checking and savings accounts, certificates of deposit, and loans. Completed various financial transactions and provided online banking and bill pay customer support and administrative assistance.Earned 2 employee awards for superior performance and leadership talents.Managed dispute resolution for debit and ATM transactions.Guaranteed customer satisfaction by promptly responding to inquiries and resolving complaints.Gained expertise in promoting and cross-selling banking products.Trained and mentored new and existing employees.

Manufacturer and major distributor of vacuum cleaners, carpet cleaners, air purifiers, and related products.; Oversaw high-volume customer service calls. Offered advice and feedback on products. Sold and upsold products. Provided assistance, training, and trouble-shooting support to staff. Fulfilled all other duties, as assigned.Awarded as Employee of the Month within 1st month of tenure for excelling in sales.

Delivered comprehensive support throughout high-volume retail center. Held management-level positions at multiple store locations. Analyzed and updated departmental reports for inventory control, gross profits, cost management, and sales performance. Assisted with new store openings, merchandise ordering, stocking, human resources, and technical support services. Handled large monetary deliveries and pickups, security issues, and all other back-office, operational, and customer-related duties. Maintained adequate scheduling of cashiers and floor teams. Played key role in successful opening of new store locations. Oversaw complex projects, tasks, scheduling logistics, and display and inventory set up.Hired and trained staff throughout store.Championed multi-tasking of numerous duties and maintained consistent flow of store operations.Gained immeasurable customer service and management expertise and acquired progressive leadership advancement while also serving;