Eric Fitzpatrick Email & Phone Number

Kalamazoo, Michigan, United States

• Grew Cannabis portfolio by one million dollars in six months• Worked with the compliance team to identify and mitigate different types of potential risk, such as regulatory, operational and credit• Focused on client opportunities by providing ideas and insights on financial well-being• Concentrated on increasing client engagement and loyalty• Represented financial institution at multiple tradeshows and conferences• Streamlined the pipeline of clients by integrating new database, Green Check Verified• Built an effective network of internal and external relationships to actively acquire new clients and enhanced existing client experience• Reviewed and set up initial interviews for potential new business• Visited local clients and toured the business to gain a better understanding of their needs for banking• Analyzed bank statement and customer portfolios• Provided direction and guidance for new and existing customers• Served as the first initial point of contact for customers seeking assistance and questions answered• Helped foster and grow a culture of trust• Worked with the Cannabis team on strategic vision for future growth and sales• Effectively communicated with leadership, colleagues and clients• Trusted Business Banking Relationship Manager

Plainwell, Michigan, United States

• Successfully sell new and used vehicles to new and returning customers• Work directly with multiple dealerships within the Midwest for customer sales and satisfaction• Coordinate transportation and customer service pick-up• Collect, review and verify all personal records• Verify and approved all new vehicle and equipment • Manage inventory through new vehicle check-in• Coordinate lease termination and buy-out of vehicles• Business supply inventory associate• Coordinate and execute grounds management

Kalamazoo, Michigan, United States

• Effectively met each customer needs through strong communication and customer service support• Maintained hundreds of customer files and records• Delivered office supplies to customers in timely fashion• Coordinated multiple associate schedules to meet the demands of customer orders• Efficiently managed and sorted hundreds of customer orders

Kalamazoo, Michigan, United States

• Directly worked with families during difficult and tragic times with compassion and support• Assisted families with life decisions• Provided resources for families in need• Worked directly with hospitals and nursing homes to coordinate funeral events• Met with families in person with appointments for life planning• Provided families with financial management and recommendations • Organized transfers of clients • Managed the day of event – visitation, celebration of life ceremony, and cemetery burial

Kalamazoo, Michigan, United States

• Initial contact with customers for all billing and technical support• Set schedule for fellow customer service employees• Trained new employees to address customer concerns and daily functions• Assisted in writing technical writing for procedural documentation• Inventory management • Coordinate repair service between the customer and service technicians