Joseph Outzen Email & Phone Number

Ithaca, New York Area

As Cornell University's online learning subsidiary, eCornell provides many of the world's leading organizations with online professional and executive development in the areas of finance, healthcare, hospitality, human resources, leadership, management, and marketing.eCornell students benefit from-- Ivy-league education-- Performance-based learning solutions-- Networking opportunities through the eCornell community world wide-- Industry and subject matter experts with our faculty authors and support team-- Professional development resourcesThe team of student development professionals that I work with daily strives to provide prompt responses to potential students as well as enrolled students using chat, text, email, and phone.

Ithaca, New York

Researched all available investment options and created diverse customized client portfoliosCreated processes to streamline portfolio allocation for a variety of products increasing efficiency and consistencyCoordinated client meetings to determine the suitability of their current holdings and if other products were then applicable

Ithaca, New York Area

Analyzed financial information obtained from prospective clients to determine strategies and suitable products to ensure clients' financial objectives were metIdentified when other bank products and services were needed, such as bank accounts, certificates of deposit, loans, etc, and partnered with other departments and management to fulfill the clients needsManaged over 600 clients and increased assets under management by 200%

Ithaca, New York Area

Employed extensive product knowledge to educate customers about a variety of complex bank products Utilized exceptional communication skills to field all incoming emails and phone calls to resolve all questions and issues while consistently exceeding time management goalsImplemented problem solving skills and multi-tasking abilities by researching in multiple different systems, noting accounts, and partnering with other departments, all while communicating with clients via phoneFlawlessly resolved all customer grievances resulting in zero customer complaints

Tampa/St. Petersburg, Florida Area

Guided customer service representatives through difficult calls or issues to defuse upset customers and handled any issue a rep was unable to resolveCoordinated with all management in the hiring and training process of employees while increasing the call center size by 250%Managed and coached 10 - 15 employees to consistently exceed sales, quality, and productivity goalsPartnered with management throughout the company to rectify any account errors and issues

Tampa/St. Petersburg, Florida Area

Created and implemented incentive programs to improve sales goals, quality, and productivityAnalyzed over 200 phone calls monthly providing feedback and coaching opportunities to boost stats Composed and proctored sales and product training programs for all new employees Prepared reports to analyze call center data and implemented and upheld policies to improve the processes and maximize efficiency

Tampa/St. Petersburg, Florida Area

Provided positive customer service in a high volume call center by actively listening to identify callers inquiries and providing solutions in a timely fashion Consistently outperformed over 95% of all call center exceeding all sales goals, quality, and time management Developed and maintained extensive knowledge of company products to enroll and educate customers

Bachelor Of Science (Bs), Finance And Financial Management Services, 3.2

Associate Of Arts (A.A.), Business And Personal/Financial Services Marketing Operations, 3.25