Imani Carter Email & Phone Number

Charlotte, NC, US

• Achievements: Recipient of the 2023 Q3 Wow Stars! Award for improving KPIs through decision-making, analysis & logical discussion; analyzed customer transaction data to identify trends and opportunities, improving.
• Created detailed functional plans to assist clients with financial literacy, advice, and guidance, leading to increased client satisfaction with financial services and a rise in positive financial outcomes.
• Led the sales process by actively listening to client needs and utilizing customer transaction data to identify opportunities for product recommendations.
• Collaborated with senior management to evaluate and provide actionable feedback on new software aimed at streamlining the account opening process, enhancing operational efficiency and customer experience.
• Spearheaded efforts to build strong, trusting relationships with clients by proactively offering tailored financial advice and support, resulting in enhanced client satisfaction and improved achievement of their.
• Performed simple to complex calculations; effectively researched, analyzed, and evaluated information to make decisions, solve problems, and achieve company goals.

Charlotte, North Carolina, United States

• Resolved complex client issues by identifying root causes and implementing strategic solutions, significantly enhanced customer satisfaction ratings and loyalty.
• Conducted comprehensive client needs assessments through detailed consultations and analysis, and recommended tailored solutions based on the findings.
• Successfully managed risk with zero compliance breaches, maintained strong client relationships and achieved a client retention rate of 95%.
• Organized and facilitated regular coaching sessions and collaborative meetings with business partners, setting clear goals and timelines for deliverables; enhanced team performance and collaboration, resulting in the.
• Strategized, planned, and executed various programs and services, to resolve technical and complex issues.

• Collaborated with various operational teams, IT, customer service, and senior management; coordinated weekly sprint meetings and workshops to improve the efficiency of the debt recovery process.
• Maintained comprehensive documentation for business processes and functionalities, achieving a 94% quality assurance rating by ensuring accurate reconciliation of outstanding receivables.
• Resolved customer conflicts effectively, enhancing profitability by addressing credit debt issues and maintaining a 90% positive outcome rate through strong interpersonal communication skills.
• Documented and reported customer interactions and outcomes by implementing a detailed reporting system, meticulously recording each interaction, and analyzing the data to highlight trends, which increased customer.

Bachelors Of Arts, Spanish Language And Literature

Activities and Societies: Volleyball, Model United Nations, Public Speaking, Spanish for business professionals.

Spanish Language And Literature