Isaac Miller Email & Phone Number

Ames, Ia, Us

Ames, Iowa, United States

• Proactively contact over 50 current customers weekly via phone calls and emails, identifying their financial needs and offering tailored solutions, resulting in a 20% increase in product adoption.• Conduct more than 60 meetings per month with new and existing customers, building strong relationships and providing customized banking solutions to enhance customer satisfaction and loyalty.• Cultivate customer loyalty by referring customers to internal specialists based on additional… Show more • Proactively contact over 50 current customers weekly via phone calls and emails, identifying their financial needs and offering tailored solutions, resulting in a 20% increase in product adoption.• Conduct more than 60 meetings per month with new and existing customers, building strong relationships and providing customized banking solutions to enhance customer satisfaction and loyalty.• Cultivate customer loyalty by referring customers to internal specialists based on additional needs discovered during meetings, resulting in a 25% increase in account holders utilizing multiple services. Show less

Ames, Iowa, United States

• Achieved a 10% increase in upselling Wells Fargo's financial products and services to customers during transaction interactions, resulting in additional revenue generation of $10,000 per month• Processed an average of 150 customer transactions daily with 100% accuracy, ensuring seamless financial transactions and enhancing customer satisfaction.• Received consistent positive feedback from customers, maintaining a 95% customer satisfaction rating through attentive service and resolving… Show more • Achieved a 10% increase in upselling Wells Fargo's financial products and services to customers during transaction interactions, resulting in additional revenue generation of $10,000 per month• Processed an average of 150 customer transactions daily with 100% accuracy, ensuring seamless financial transactions and enhancing customer satisfaction.• Received consistent positive feedback from customers, maintaining a 95% customer satisfaction rating through attentive service and resolving issues promptly, enhancing the bank's reputation in the community. Show less

West Des Moines, Iowa, United States

• Created and presented a comprehensive retirement plans curated to individual clients through MoneyGuidePro to help implement their goals and create ease of mind• Analyzed more than 100 client meeting notes to create follow-up questions which helped build a better understanding of client’s current financial positions and long term life goals• Utilized excel’s query function to analyze live market performances of individual market holdings and aggregate portfolio performances to help… Show more • Created and presented a comprehensive retirement plans curated to individual clients through MoneyGuidePro to help implement their goals and create ease of mind• Analyzed more than 100 client meeting notes to create follow-up questions which helped build a better understanding of client’s current financial positions and long term life goals• Utilized excel’s query function to analyze live market performances of individual market holdings and aggregate portfolio performances to help full time staff make informed decisions for clients Show less

Ames, Iowa, United States

• Provided over 100 one-on-one advising meetings for different student aid programs: borrowing through federal and/or private loans, Exit Counseling, and Cashcourse• Spoke with more than 300 students and parents, respectfully and professionally answering their personal financial aid questions over then phone• Operated Microsoft Office Suite and additional software platforms to effectively retrieve and record tens of thousands of student data (ADIN, Intranet)• Assisted with resource… Show more • Provided over 100 one-on-one advising meetings for different student aid programs: borrowing through federal and/or private loans, Exit Counseling, and Cashcourse• Spoke with more than 300 students and parents, respectfully and professionally answering their personal financial aid questions over then phone• Operated Microsoft Office Suite and additional software platforms to effectively retrieve and record tens of thousands of student data (ADIN, Intranet)• Assisted with resource fairs and other campus presentations Show less

Iowa City-Cedar Rapids Area

• Updated and improved the integrity viewpoint: an initial questionnaire for client and financial counselor interaction.• Met one-on-one virtually and in-person with individuals discussing and answering financial questions and concerns.• Watched and analyzed interactions between a professional financial advisor and client.

North Liberty, Iowa, United States

• Delivered food and beverage across the greater North Liberty area on time.• Worked effectively in a fast-paced work environment.• Cross-trained and performed tasks in all positions of the store: cashier, buffet coordinator, guest attendant, pizza cook, chicken cook, and dish.• Provided legendary guest service to every customer.

Ames, Iowa, United States

• Corrected more than 50 erroneous financial transactions by collaborating with hall directors• Performed $19,000 in financial transactions for Friley Hall residential events to help facilitate community• Addressed on-campus resident concerns by implementing budget changes and building upgrades

United States

• Answer technical computer questions and solve any printer issues.

Ames, Iowa

• Basic tasks including the following: Dishes, food preparation, and service

Dayton, Iowa

• Oversaw the childcare and wellbeing of 8-12 campers for 2 summers.

Bachelor'S Degree, Finance, General, 3.62

Bachelor'S Degree, Financial Planning And Services, 3.62