Jay Walker Email & Phone Number

Lynchburg, VA, US

Lynchburg, Virginia, United States

Lynchburg, Virginia, United States

• Monitored statement and invoice projects for Automated jobs.
• Generated processing instructions for the Printer Operators and other Production departments.
• Verified postal, audit reports, and all counts before statements are printed.
• Communicated with clients regarding Automated projects and resolved all outstanding issues.
• Created Electronic Work Orders (EWO’s) for customer change requests; including the instructions for the IT department.
• Distributed information to Printer Operators and other Production departments from clients regarding month-end processing including additional inserts or special requests.

Lynchburg, Virginia, United States

• Facilitation of classes for new agents (20+/-) on client programs and processes for a bank and credit card processing company.
• Successfully completed and certified as master trainer
• Trained new hire agents in Principals of Customer Service in preparation for phone service and problem resolution.
• Provided ongoing support during transition to production to agents to ensure success.
• Achieved Ring of Champions honor 6 times during my tenure.
• Completed Sig Sigma Green and Yellow Belt certifications.

Lynchburg, Virginia, United States

• Analyzed call statistics to ensure performance and quality standards are being met.
• Handled supervisor calls and oversaw escalation queue.
• Monitored live or recorded calls and identified performance gaps.
• Hiring responsibility to ensure uniform talent acquisition
• Trained new agents to ensure professional, performance and quality standards were met.
• Delivered reports on call requirements, forecasting, market research and maintained transaction reports and attendance/time records.

Lynchburg, Virginia, United States

• Managed a staff of 5 resources within the branch. 1 Personal Banker, 1 Customer Service specialist, Teller Coordinator and 2 part time tellers.
• Completed daily reporting of productivity in terms of revenue and new account activity related to loans, investments, new accounts and attrition of accounts.
• Maintained a pipeline of customers including mortgage leads, high net worth leads and business banking clients.
• Conducted branch training on a regular basis to ensure proper procedures were being met and new products or services were being promoted.
• Met with existing and prospective clients to establish or service accounts.
• Provided 2nd tier customer service to clients to ensure retention.

Lynchburg, Virginia, United States

• Met with prospective clients and assessed their needs.
• Directed all Marketing efforts to increase visibility and scope of the company.
• Analyzed the effectiveness of marketing efforts.
• Measured the impact of social marketing on prospective leads.
• Maintained contact with commercial clients and broadening the relationship through company offerings.
• Utilized email marketing and web advertising to develop sales and service opportunities.

Lynchburg, Virginia, United States

• Prospected for new businesses in the area to advertise on the Radio and digital media solutions.
• Provided needs analysis and recommendations to businesses. Recommended Sales Solutions to business owners involving radio and digital media to increase awareness and sales to the respective organization.
• Created branding campaigns to create awareness of products or services for respective businesses.
• Worked closely with production department on design of client’s campaigns.
• Maintained a book of business of 150+ clients.
• Achieved annual sales of over $540,000.

Lynchburg, Virginia, United States

• Managed staff of 3 Investment Salespeople.
• Responsible for all Compliance and Regulatory record keeping.
• Managed assets over $750,000,000.
• Conducted Investment/Economic Seminars for member credit unions.
• Managed assets of over 200 Credit Unions throughout Virginia.
• Increased assets under management during tenure by 37%.

Lynchburg, Virginia, United States