Jeff Whyte Email & Phone Number

Salt Lake County, Utah, United States

Salt Lake City, Utah, United States

1255 E Brickyard Rd, Slc, Ut, 84106

Premier Banker at Wells Fargo I’m responsible for servicing and building relationships with consumer and business affluent customers. I work proactively to engage customers to understand what is most important to them and help with their complex needs. Work with a group of partners to deliver an exceptional customer experience, acquire, deepen, and retain relationships, and help affluent customers succeed financially. Build relationships with affluent customers through asking questions to learn about their financial needs, share how Wells Fargo can help, follow up, proactive outreach, and appointments. Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations. Maintain deep knowledge of bank products and services. Build relationships with branch team members and partners and work together to best serve customers Complete service requests, establish new accounts, and submit credit applications Make introductions to partners to help meet customer’s broader financial needs Help resolve customer concerns and escalate issues as needed.

Salt Lake City, Utah

South Jordan, Utah

Identify cross-sell opportunities and uncover additional assets so as to generate leads for Financial Advisors in the Client Advisory Center, and when appropriate, will work to better understand client investment objectives and profile and better understand the client situation. Place trades for the clients in a managed/self directed portfolio and assist the Finical Advisors. Accountable for helping to drive growth within the business by ensuring that they meet and exceed all stated metrics around asset growth and retention, accuracy, quality, timeliness and schedule adherence. Ensure that all service requests are handled in a timely and accurate manner

● Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues. ● Further strengthen customer relationships by articulating the competitive advantage of E*TRADE FINANCIAL’s product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions. ● Demonstrate a passion for driving sales, following through on commitments, process efficiency, and time management. ● Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client’s investment needs

Manage a book of business of 2,000 TD Ameritrade clients. Work with Investment counselors to win over new assets and maintain current assets by using the education and tools to be more active.Utilize leads generated through a variety of sources to introduce clients to education options, provide counsel on next steps, additional resources and upgraded options for future learning and application of learning content and principles. Meet or exceed individual goals, including sales results, education revenue and phone activity metrics. Effectively contact and follow-up with all clients and prospects based on leads assigned. Work cooperatively with other departments, branches and sales teams to ensure sales goals are exceeded and clients have best in class experience.

Develop sales strategies prior to contacting designated markets, using a variety of visuals, including internet layouts and other sales aids. Formulate client advertising recommendations, which are specifically designed to meet customer's needs and objectives•Increase existing advertising for potential clients through Google, Yahoo, and most other search engines. •Connect buyers with sellers through search engine marketing, search engine optimization, social networking, and other forms of marketing and advertising mediums•Schedule, organize, and prioritize work to meet both customer and company goals and deadlines

• Obtain monthly team sales quota and collection quota. Successfully managing a team of 16-22 reps. coaching reps to hit all company metrics.• Coach to collecting final bill payments. Collect past due balance and current payments to keep customers accounts in good standing. • Coached a team to meet or exceed all company metrics.• Trained with weekly and monthly trainings and communications.• Motivated team by pushing special promos incentives and compensation.• Successfully coached to call flow offers and QA. Role modeled call flow sales skills and customer service/retention skills.• Meet or exceeded set team sales goals, Achieving top team 14 months out of 34. Multiple encore and bravo winner for team results.• Responsible for performance management and discipline for a sales care and collection team.• Put together successful coaching plans per rep to hit sales and collections metrics call handling guidelines and quality assurance goals.• Responsible for all reporting, observations of team, contests to achieve targeted results, complex billing issues, and handling customer escalations. Gave detailed feedback to reps during observations to improve sales and service techniques.• Gave behavioral feedback to reps day over day. Held Monthly, weekly development meetings. Participated in performance management meetings. Worked well with CWA reps. Put together actionable coaching plans to increase revenue and exceed company metrics.

•Obtain monthly quota inputting service orders, following orders through to completion, up-selling Qwest’s strategic products.•Successfully passing compliance by possessing high integrity and ethical behavior on all inbound calls.•Continually motivates peers by collaborating with the coach on special promotions and plans challenging the team to work together to improve sales and service results, successfully selling strategic Qwest products to residential customers, by effectively demonstrating and role modeling call flow. •Consistently role models call flow sales skills, and customer service skills for new and experienced consultants. •Flexible, independent decision-maker representing Salt Lake City as a member of the Improvement Team. .•Exceed set sales goals, achieving Bravo Club and Encore Lunch for Top performers.Responsibilities included: Inbound and outbound calling. Building and maintaining relationships with business customers, answering questions relating to the business (billing, payment options, credit requirements, telecommunications and technology products and services.) Generate, and track service orders, work closely with internal departments, deliver Qwest’s Spirit of Service with each customer, and meet or exceed an assigned sales objective.Build and maintain current and new business accounts to add new business and retain current business. Work with multiple clients to grow current and new business.Achieved 108% of assigned sales objective for the 2003 year, and 111% in 2004.

Education record

Education record