Donna Conner Email & Phone Number

Nashville, Tennessee, United States

Dallas/Fort Worth Area

Responsible for managing and developing relationships with patients and doctor’s offices. Identifying patient needs with balanced sales and proactively maximized sales and referral opportunities. • Maintained a working knowledge of the complete line of products and services offered.• Established and maintained a high level of patient satisfaction with each order.• Followed the established polices in compliance with Medicare and HIPPA regulations.• Accountable for personal achievement of monthly rental and purchase production as assigned by upper management.

Responsible for daily operations, execution and support of inbound/outbound phone-based sales effort occurring within a call center environment. Focus attention on proactively deepening the existing Small Business Banking segment as well high net worth small business owner personal relationships through cross selling additional business and personal products and services. • Proactively source additional products and services through outbound phone activities. • Proficient understanding of the business cash flow cycle• Able to apply advanced business credit sales skills to the client interaction to uncover and execute lending opportunities• Drives results by aggressively deepening relationships with existing assigned Small Business Banking customers through effective business profiling using the defined sales process and meeting the needs of the customers.

Responsible for proactively developing, managing, retaining, deepening, and growing customer relationships of new and existing Consumer and Small Business customers. Identify all customer needs with balanced sales and maximize referral opportunities and referral conversions to other lines of business.• Met with prospects and customers as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas including Investments, Small Business, and/or Mortgage to discuss and sell banking products• Proactively maximized sales opportunities• Maintained a working knowledge of the complete line of products and services offered• Established and maintained a high level of customer satisfaction in all sales transactions• Consistently met and exceeded sales activity goals by utilizing sound telephone based selling approaches• Identified opportunities to up-sell and cross-sell customers

Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.• Followed the established policies in accordance with the bank and the supervisor’s direction• Accountable for the personal achievement of monthly new account production as assigned by upper management• Processed deposits and paid out funds in accordance with bank procedures to record all transactions accurately and balance each day’s operations• Sold and prepared money orders, cashier’s checks, bank-to-bank wires, savings bonds, travelers’ checks and certificates of deposits• Cross-sold bank services and products• Provided bank services to a diverse customer base, including a large Spanish speaking population