Eric Serna

Eric Serna Email and Phone Number

Sr Analyst - Project Management at Ally @ Ally
detroit, michigan, united states
Eric Serna's Location
Saint Johns, Florida, United States, United States
Eric Serna's Contact Details

Eric Serna work email

Eric Serna personal email

n/a
About Eric Serna

Being a creative self-starter with exemplary interpersonal skills and extensive analytical proficiency, my professional experience has allowed me to establish a proven track record supporting multiple Fortune 500 clients in Customer Service, Sales, Healthcare, and Financial Services (i.e. Banking and Life Insurance). As a highly motivated individual, I strive everyday to be tenacious in my pursuit of career advancement by proactively searching for growth and development opportunities.

Eric Serna's Current Company Details
Ally

Ally

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Sr Analyst - Project Management at Ally
detroit, michigan, united states
Website:
ally.com
Employees:
9994
Eric Serna Work Experience Details
  • Ally
    Sr Analyst - Project Management
    Ally Jan 2024 - Present
    Jacksonville, Florida, United States
    Establish and maintain processes to promote effective and successful delivery of projects that support Learning and Development (L&D) business partners. This includes standardized and repeatable meeting routines to foster both internal team collaboration and external collaboration with stakeholders, reporting routines to provide visibility to project work from conception to completion, and incremental improvement and standardization of internal L&D processes. • Responsible for… Show more Establish and maintain processes to promote effective and successful delivery of projects that support Learning and Development (L&D) business partners. This includes standardized and repeatable meeting routines to foster both internal team collaboration and external collaboration with stakeholders, reporting routines to provide visibility to project work from conception to completion, and incremental improvement and standardization of internal L&D processes. • Responsible for planning, executing and overseeing training initiatives C3/IT Projects, as well as, leveraging data to optimize learning strategies and outcomes.• Key project management responsibilities include developing project plans, collaborating with subject matter experts, managing resources, ensuring timely delivery of learning programs.• Key data and analytic include collecting, analyzing and interpreting training-related data, providing insights to enhance program effectiveness, implement data driven decision making processes and collaborate with L&D teams to align learning initiatives with department goals. Show less
  • Ally
    Sr. Learning And Development Specialist
    Ally Apr 2021 - Dec 2023
    Jacksonville, Florida, United States
    Focused on helping contact center associates and representatives to grow, build efficiency, add value and provide excellent service to Ally's customers. Responsible for facilitating the end-to-end training program for Ally Deposits Customer Care, including new hire, new skills and continuing education training. Expected to facilitate both ILT and VILT training, be hardworking, dedicated, and willing to go the extra mile to educate, motivate, mentor and coach associates, supervisors, support… Show more Focused on helping contact center associates and representatives to grow, build efficiency, add value and provide excellent service to Ally's customers. Responsible for facilitating the end-to-end training program for Ally Deposits Customer Care, including new hire, new skills and continuing education training. Expected to facilitate both ILT and VILT training, be hardworking, dedicated, and willing to go the extra mile to educate, motivate, mentor and coach associates, supervisors, support staff and leadership.• Administer assessments and review of training performance.• Maintain training records and reporting including attendance and performance assessments.• Lead demonstrations and role play scenarios to support an interactive and engaging learning environment.• Assist in ongoing development and updating of training program and materials.• Partner with site leaders to ensure successful transition to the production environment.• Partner with policies and procedures team to assist with ongoing updates.• Collaborate with Quality Assurance team to further enhance employee development and feedback.• Conduct Train-the-Trainer (T3) sessions of our vendor training partners. Show less
  • Ally
    Associate Support Lead
    Ally Jul 2020 - Apr 2021
    Jacksonville, Florida, United States
    Responsible for supporting internal objectives by partnering with management to deliver a world-class experience for Ally Bank customers with a high level of quality and efficiency. Providing assistance to management in creating an environment of high performance by ensuring a presence of trust, goal alignment and front-line floor support.• Motivate and inspire associates with knowledge, building rapport, insight, and a customer-focused experience.• Develop and maintain throughout… Show more Responsible for supporting internal objectives by partnering with management to deliver a world-class experience for Ally Bank customers with a high level of quality and efficiency. Providing assistance to management in creating an environment of high performance by ensuring a presence of trust, goal alignment and front-line floor support.• Motivate and inspire associates with knowledge, building rapport, insight, and a customer-focused experience.• Develop and maintain throughout knowledge of policies and procedures, in addition to recommending procedural updates and enhancements to improve the customer experience and associate productivity.• Assist with handling of escalated calls and approvals, but more importantly provide the on-floor support to proactively engage with teams to de-escalate wherever possible. • Partner closely with upper management for setup and on-boarding of new associates, and facilitate huddles and refresher sessions with the associates in conjunction with their supervisors.• Collaborate on joint improvement and remediation activities in order to solve problems for customers. Show less
  • Ally
    Sr Consultant - Premier Customer Care
    Ally Jan 2020 - Jul 2020
    Jacksonville, Florida Area
    In this newly created department, supporting Ally Premiere, associates are required to deliver a world-class experience for Ally's customers during every interaction. Providing personalized customer service of the highest level by establishing rapport and presenting a positive, friendly attitude. Being empowered to serve customers through the channel of the customer's preference.• Passion for delivering an exceptional experience to Ally Customers.• Commitment to teamwork, resolving… Show more In this newly created department, supporting Ally Premiere, associates are required to deliver a world-class experience for Ally's customers during every interaction. Providing personalized customer service of the highest level by establishing rapport and presenting a positive, friendly attitude. Being empowered to serve customers through the channel of the customer's preference.• Passion for delivering an exceptional experience to Ally Customers.• Commitment to teamwork, resolving conflicts productively, and developing long-term relationships.• Strong work ethic and sense of urgency to complete objectives.• Knowledge of consumer banking, such as servicing checking, debit card, savings, CD, IRA, and trust accounts. Show less
  • Ally
    Customer Care Specialist
    Ally Sep 2019 - Jan 2020
    Jacksonville, Florida Area
    In this newly created department, supporting Deposits Customer Care, associates are required to deliver a world-class experience for Ally's customers during every interaction. Providing personalized customer service of the highest level by establishing rapport and presenting a positive, friendly attitude. Being empowered to serve customers through the channel of the customer's preference.• Passion for delivering an exceptional experience to Ally Customers. • Commitment to teamwork… Show more In this newly created department, supporting Deposits Customer Care, associates are required to deliver a world-class experience for Ally's customers during every interaction. Providing personalized customer service of the highest level by establishing rapport and presenting a positive, friendly attitude. Being empowered to serve customers through the channel of the customer's preference.• Passion for delivering an exceptional experience to Ally Customers. • Commitment to teamwork, resolving conflicts productively, and developing long-term relationships. • Strong work ethic and sense of urgency to complete objectives. • Knowledge of consumer banking, such as servicing checking, debit card, savings, and CD accounts. Show less
  • Concentrix
    Senior Trainer
    Concentrix Jul 2017 - Jun 2019
    Jacksonville, Florida Area
    Elevated responsibilities that require developed specialized skills through job-related training and considerable on-the-job experience. Driven to act as a casual resource for colleagues with less experience, and as a point of contact for client needs. Identifies key issues and patterns from partial/conflicting data. Takes a broad perspective to problems and spots new, less obvious solutions. Always looking for innovative ways to improve current processes and procedures. This role includes… Show more Elevated responsibilities that require developed specialized skills through job-related training and considerable on-the-job experience. Driven to act as a casual resource for colleagues with less experience, and as a point of contact for client needs. Identifies key issues and patterns from partial/conflicting data. Takes a broad perspective to problems and spots new, less obvious solutions. Always looking for innovative ways to improve current processes and procedures. This role includes responsibilities of the Associate Trainer position, and requires attaining & maintaining certification in the Trainer Certification Program.• Responsible for day-to-day functional direction of trainees within the program training classroom environment, including student progress monitoring for the duration of training, providing coaching and developmental feedback and readiness recommendations: • Evaluated the performance of Associate Trainers using tools available such as assessments or playbook observations, and provided recommendations for action plan under the guidance of the Training Manager.• Assisted Training Manager in skills assessment of training staff through classroom monitoring and feedback, while also providing direct coaching to staff for development. • Produced training materials for various instructional delivery methods including; computer-based training, interactive, classroom training, and written job aides.• Measured the effectiveness of training programs using various feedback methods – focus groups, interviews, surveys, and revised programs based on results of evaluations.• Recommended curriculum of training process modifications to training management on the basis of internal customer feedback and/or quality results. Show less
  • Concentrix
    Associate Trainer
    Concentrix Aug 2015 - Jul 2017
    Jacksonville, Florida Area
    Responsible for delivering client focused training to address the new hire, product update and recursive training requirement in support of client programs to ensure superior workforce preparation with best in class service and delivery. Completes work with a limited degree of supervision. This role is comparable to a Team Leader position, includes responsibilities of the Program Ready Trainer position, and requires attaining & maintaining certification in the Associate Trainer Certification… Show more Responsible for delivering client focused training to address the new hire, product update and recursive training requirement in support of client programs to ensure superior workforce preparation with best in class service and delivery. Completes work with a limited degree of supervision. This role is comparable to a Team Leader position, includes responsibilities of the Program Ready Trainer position, and requires attaining & maintaining certification in the Associate Trainer Certification Program.• Responsible for the day-to-day supervision of call center associates including work and attendance monitoring, timekeeping/payroll modifications, scheduling and organizing team activities, and coaching of direct reports to ensure performance metrics were achieved.• Identified performance related issues, developing an action plan for improvement, and implementing corrective action.• Utilized effective presentation skills daily, including creative training techniques and adult/accelerated learning techniques using a variety of training delivery modalities in a classroom environment.• Evaluated the performance of agents using tools such as assessments or playbook observations, and provide recommendations under the guidance of the Senior Trainer and Training Manager.• Ensured effective, consistent communication with managers, peers and other resource groups, including day to day informal interactions with clients.• Participated in a positive learning culture under the guidance of the Training Manager to include identifying and communicating areas for curriculum development/enhancement opportunities. Show less
  • Concentrix
    Program Ready Trainer
    Concentrix Jun 2015 - Aug 2015
    Jacksonville, Florida Area
    Requires knowledge and experience in own discipline; still acquiring higher-level knowledge and skills. Analyzes possible solutions using standard procedures and principles. Builds knowledge of the organization, processes and customers. Solves a range of straightforward problems. Receives a moderate level of guidance and direction. This role includes responsibilities of the Sales and Service position.• Presented training through classroom learning, hands on demonstrations, and… Show more Requires knowledge and experience in own discipline; still acquiring higher-level knowledge and skills. Analyzes possible solutions using standard procedures and principles. Builds knowledge of the organization, processes and customers. Solves a range of straightforward problems. Receives a moderate level of guidance and direction. This role includes responsibilities of the Sales and Service position.• Presented training through classroom learning, hands on demonstrations, and engaged activities.• Responsible for achieving individual training performance metrics. • Supported the transition of trainees from training to production environment, ensuring competency levels meet business needs. • Maintained current product knowledge for each account by taking calls, attending team meetings, and side by side observations. • Participated in company and client training sessions as required. Show less
  • Concentrix
    Sales And Service Associate
    Concentrix Mar 2013 - Jun 2015
    Jacksonville, Florida Area
    Interfacing with customers via inbound calls, outbound calls, or through email, while also serving as a Subject Matter Expert for both clients and colleagues. This position focused on providing customer service support and resolution of routine problems regarding client's product or services.• Responsible for achieving specific sales targets and maximizing sale opportunities on each call.• Listened attentively to customer needs and concerns; demonstrated empathy when responding with… Show more Interfacing with customers via inbound calls, outbound calls, or through email, while also serving as a Subject Matter Expert for both clients and colleagues. This position focused on providing customer service support and resolution of routine problems regarding client's product or services.• Responsible for achieving specific sales targets and maximizing sale opportunities on each call.• Listened attentively to customer needs and concerns; demonstrated empathy when responding with customers, while also building rapport.• Ensured service delivered to customers meets contractual Key Performance Indicators (KPIs).• Utilized multiple screens and applications in processing customer calls (ex: Windows & DOS)• Provided subject matter expertise in handling escalated customer calls as needed.• Completing data entry using multiple resources and methods of communication, both internally and directly with the clients, if any follow up was desired.• Identifying the need for special handling and coordinating problem resolution.• Maintaining broad knowledge of products, pricing, promotions, and procedures. • Participation in activities designed to improve customer satisfactions and business performance. Show less
  • Citi
    Collections Representative
    Citi Jan 2012 - Dec 2012
    Jacksonville, Florida Area
    Interfacing with customers via inbound calls or outbound calls. Fast-paced and challenging position that relies on the ability to think and react quickly, formulate creative solutions to pressing problems, and serve clients with the utmost dedication. • Use a computerized system for tracking, information gathering, and/or troubleshooting • Educate clients on how to rebuild their credit and maintain a healthy credit score.• Help a client avoid credit damage/bankruptcy. •… Show more Interfacing with customers via inbound calls or outbound calls. Fast-paced and challenging position that relies on the ability to think and react quickly, formulate creative solutions to pressing problems, and serve clients with the utmost dedication. • Use a computerized system for tracking, information gathering, and/or troubleshooting • Educate clients on how to rebuild their credit and maintain a healthy credit score.• Help a client avoid credit damage/bankruptcy. • Documented all details and issues within user accounts, per each customer encounter.• Deliberated options and payment programs with customers to support their financial needs.• Followed strict processes and procedures while accessing confidential client information.• Followed varying state legalities and procedures for individual requests Show less

Eric Serna Skills

Leadership Quality Management Team Building Banking Public Speaking Product Knowledge Call Center Training And Development Adult Education Soft Skills Data Entry Microsoft Powerpoint Customer Focused Service Customer Satisfaction Healthcare Team Management Team Leadership Financial Services Life Insurance Banking Customer Service Learning Management Systems Onenote Microsoft Office Professional Communication Microsoft Word Contact Centers Microsoft Excel Supervisory Skills Administration Multitasking Critical Thinking Microsoft Outlook Employee Training Typing Customer Service Time Management Onboarding Training Delivery Educational Leadership Team Motivation Leadership Development Coaching Scheduling Coaching Priority Management Continuous Improvement Written Communication Key Performance Indicators Motivation Skype Performance Management

Eric Serna Education Details

  • Mandarin High School
    Mandarin High School
    Diploma

Frequently Asked Questions about Eric Serna

What company does Eric Serna work for?

Eric Serna works for Ally

What is Eric Serna's role at the current company?

Eric Serna's current role is Sr Analyst - Project Management at Ally.

What is Eric Serna's email address?

Eric Serna's email address is er****@****lly.com

What schools did Eric Serna attend?

Eric Serna attended Mandarin High School.

What skills is Eric Serna known for?

Eric Serna has skills like Leadership, Quality Management, Team Building, Banking, Public Speaking, Product Knowledge, Call Center, Training And Development, Adult Education, Soft Skills, Data Entry, Microsoft Powerpoint.

Who are Eric Serna's colleagues?

Eric Serna's colleagues are Shelley Banner, Jamilah Bryant, Sameer Alam, Michelle Smith, Barbara Young, Shoreh Ghafari, Melissa Lacki.

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