Eric Francis Email & Phone Number

Overland Park, Kansas, United States

Overland Park, Kansas, United States

- Directly manages a team of Account Representatives who oversee designated client accounts.- Works with team members on all management issues including training, development, and conducting performance reviews.- Leads and motivates Account Representatives to meet goals outlined in performance reviews.- Works with credit department to understand debtor risks and reviewed concentration reports.- Monitors client risk and adherence to establishing purchasing, audit, and collection procedures and efficiencies.- Manages daily monetary needs of clients.

- Established and maintained effective collaboration with the offshore Client Service and Business Partners Site.- Provided inquiry and operational support to internal and external clients on complex, high-risk asset-servicing functions.- Prepared reporting for client purpose e.g. KPI, Board Packs, Activity Sheets, payment requests, expense calculations and review.- Performed operational tasks, including transaction and data reconciliation, and client reporting.- Tracked and conducted research using internal and external sources to respond to and resolve complex inquiries and issues.- Liaised with operations teams to solve processing problems; identified the need for issue escalation.- Maintained accurate records of research, follow-ups and client interaction.- Assisted with pricing client funds and figuring the Net Asset Value.

- Provided excellent client service with each interaction while performing routine banking center and client service duties. - Introduced clients to and referred new products and services.- Generated leads for other members of the sales team to close.- Achieved specific sales and service goals while balancing operational duties to ensure transactions are handled accurately and efficiently.