Destiny Perry Email & Phone Number

New York, NY, US

San Francisco, California, US

• Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
• Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols
• Advise customers on various aspects of recommended and available financial options and services
• Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
• Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best.
• Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations

Charlotte, NC, US

• Communicate with client both in person, written,and/or over the phone to identifyclients’ needs and finding the proper solutions
• Building,establishing and retaining long term and lasting relationships withcurrent and potential clientele by providing unmatched white glove, 10 starcustomer service and leveraging the products and/or services that.
• Continuing to anticipate client needs and “grow” with them as their prioritieschange.
• Effectively Partnering and communicating with other departments to assist theclient in any and every way possible, often acting as a client advocate to ensurethe continued safety of their accounts.
• Continuing education and maintaining a broad based knowledge on all financialproducts to ensure that the best recommendation can be made
• Follow established processes and guidelines in daily activities to do what is rightfor clients and the bank, adhering to all applicable laws and regulations

• Communicate with client both written and over the phone to identify clients’needs and finding the proper solutions
• Converting calls into sale opportunities by providing Bank of America and MerrillEdge as solutions and referring calls to specialists and other sales teams acrossthe enterprise.
• Engaged and educated clients on account details and features to ensure they areequipped to better their financial futures through the use of Merrill Edges onlineplatforms and/or dedicated financial advisors.
• Building trust and rapport with clientele to deepen the relationship built to ensurethe continuous use of Merrill Edge as its brokerage firm and creating moreopportunities for furthering business relationship.
• Collaborate with multiple departments to work as a team to ensure clientrequests is met in a timely and efficient matter.
• Maintaining accurate electronic money movement transactions for clientsaccounts, including contributions, distributions and tax withholding if applicable intransaction.

San Jose, CA, US

• Acted as a Talent acquisition leader by sourcing,investigating and interviewingtalented individuals to our organization. continued as the point of contact to newhires throughout their training and tenure with the.
• Participated on an employee retention panel, designed to maximize employeeseffectiveness by providing cost effective benefits such as curating appreciationtype events,ordering swag, or enecting or changing rules to.
• Manage 120+ accounts per day. Negotiate repayment agreements to rectifydelinquent accounts. Collect $12M annually.
• Document, investigate, and resolve customer complaints. Facilitate servicerequests and process account updates.
• Administered training for incoming and existing staff on best collections practices
• Collaborate with the leadership team to increase productivity and profitability todevelop the PayPal working capital loan product. Partnered with staff membersand customers to compose proposals.

Plano, TX, US

Presented and prepared sales proposals designed to incentivize cooperate clientele to use the Fedex office’s services exclusivelyCoordinated career fairs and open houses. Hired staff as needed.Established and maintained collaborative relationships with Fortune 500 clients.Marketed services designed to enhance corporate relationships.Prepared invoices.

Glendale, CA, US

Supervised and coached employees. Created leases and set up tours for customers.Coordinated and managed public auctions.Advised customers about the status of their accounts.Managed office locations, by ordering supplies, answering customer concerns, assisting with payments, and attending to any and all secretarial duties.

Managed household including budgeting, appointments, and personal care.

Solon, Ohio, US

Supervised and coached a staff of 10 employees.Sold merchandise to customers.Tabulated sales and balanced cash drawer daily to ensure money management remained accurate.Prepared sales plans and goals.Organized and cleaned store front location.Raised sales by persuading customers to purchase more product.