Michelle K. Email and Phone Number
Michelle K. work email
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Michelle K. personal email
With over 10 years of experience in client account management, and an expert in client growth and retention. I serve as a trusted advisor to my clients, understanding their challenges and needs, and responding with a problem-solving mindset.As a client success manager at Bonusly, I help clients achieve success and maximum value by using our innovative employee recognition and rewards platform. I leverage my skills in communication, teamwork, and business reviews to deliver outstanding service, maintain and extend relationships, and drive customer loyalty and satisfaction.
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Client Services ManagerRvo Health Aug 2024 - PresentCharlotte, North Carolina, Us -
Client Success ManagerBonusly Oct 2021 - Mar 2024Boulder, Colorado, Us -
Client Services ManagerEdelman Financial Engines Jan 2017 - Oct 2021Santa Clara, California, UsProduce and retain new and existing clients through effective communication and teamwork.Analyze and resolve client needs through account suggestion and knowledge of productsSuccessful implementation of client on-boarding, using online tools to streamline process. Established performance and service goals and held associates accountable for individual performance.Delivered outstanding service to clients to maintain and extend relationships for future business opportunities. -
Loan Service AdvisorDelta Community Credit Union Sep 2015 - Jan 2017Atlanta, Ga, UsHandle inquiries, loan payments and all related loan service matters for consumer lending department through multi-tasking of different communication channels (i.e. phone, email, fax and instant message) and resolve issues using knowledge of company policies and critical thinking• Perform necessary and complex calculations, discloses appropriate information to borrowers or agents, maintains logs and reports, researches customer complaints and responds in writing or by telephone including but are not limited to; posting loan payments, generating loan payoffs, and communicating with third party agencies • Resolving complex problems independently; cross selling various financial services and products• Process file maintenance to reconcile loan discrepancies. Independently researches and resolves problems identified once loan processing period has ended• Collaborate with coworkers in order to complete complex reports throughout each month • Provides general consumer lending support to all departments to ensure satisfactory and on-going maintenance of members' loans • Review, rework, and fund loans sent from collections department • Independently able to identify members needs through services offered by the credit union • Process payments and fee reversals upon members requests • Communicate daily with members, third party insurance companies, loan origination department, title department, and collections department and various other professionals to process different requests pertaining to members loan • Maintains responsibility for loan issues/tasks and reports related to visa credit cards including but not limited to adding and deleting authorized users, closing visa accounts, credit limit increase and decrease, performing balance transfers, and completing visa fee refunds when appropriate -
Teller/MsrGeorgia United Credit Union Jun 2011 - Jul 2014Duluth, Ga, Us-Continuous interaction with members to ensure they are provided with friendly, professional, and courteous service every time. -Multi-task and coordinate workloads of opening accounts and handling monetary transactions, while providing efficient and accurate service to members.-Perform a daily risk assessment when opening accounts for new potential members.-Consistently seek out leads to suggest products and/or services to members when possible.-Effectively communicate and assist co worker with different tasks for opening, operating, and closing the branch. -
TellerBank Of America Jun 2010 - Jun 2011Charlotte, Nc, Us-Provided trademark customer service to approximately 200 guests on a daily basis within a fast-paced banking environment-Gathered customers’ special needs and requirements and offered a host of banking services based on the individual situation-Achieved 25 closed referrals quarterly by referring interested patrons to personal bankers who tended to their financial needs-Collaborated with team members to quickly and efficiently assist customers upon entrance into the banking establishment -
Flight AttendantAtlantic Southeast Airlines Mar 2008 - Apr 2009Atlanta, Ga, Us-Greeted passengers with pleasant and friendly welcomes when they boarded the plane.-Explained and demonstrated the safety procedures to passengers.-Preserved calmness as an example for passengers at all times during times of turbulent travel.-Maintained responsibility of the safety of the passengers aboard plane.
Michelle K. Skills
Michelle K. Education Details
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Georgia State UniversityJournalism -
George C Wallace State Community College-SelmaGeneral
Frequently Asked Questions about Michelle K.
What company does Michelle K. work for?
Michelle K. works for Rvo Health
What is Michelle K.'s role at the current company?
Michelle K.'s current role is Client Success Manager | Client Retention, Effective Communication.
What is Michelle K.'s email address?
Michelle K.'s email address is mk****@****nes.com
What schools did Michelle K. attend?
Michelle K. attended Georgia State University, George C Wallace State Community College-Selma.
What skills is Michelle K. known for?
Michelle K. has skills like Computer Proficiency, Oral And Written Communication Skills, Flexibility, Multitasking Skills, Microsoft Office, Close Attention To Detail, Cross Functional Team Leadership, Time Management, Teamwork, Cash Handling Experience, Team Oriented, Dependable Team Player.
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