Michael Thal Email & Phone Number

Wilmette, Illinois

Schaumburg, Il

Created custom invoices for special billing customersReviewed and validated pricing on new service contracts using service price book, and reviewed sales orders for special pricing approvalsHandled customer billing inquiries and processed credits and re-billsRetrieved Purchase Orders for contracts renewalsTerminated and issued appropriate credits on existing contractsRetrieved and entered meter reads to ensure accurate billing

Buffalo Grove, Il

Responded to customers' inquiries in regards to the full range of bank products and servicesResolved customer concerns by providing consultative services and demonstrating strong problem solving skillsBuilt lasting relationships by cross selling additional products as appropriate, generating new business; and support service / marketing / sales campaignsDiagnosed and resolved customer issues via telephone, utilizing all bank resources and using exceptional telephone etiquette in order to create great customer experiences

Northbrook, Il

Generated leads for Investment Consultants & introduced brokerage products, opened new accounts, processed deposits and executed trades for clientsGreeted clients, handled all walk-in clientele; resolved any and all issues in an exemplary manner utilizing branch and company-wide resources/departmentsMaintained operation function of the branch; compliance, marketing materials, inventory, processing branch workflow, coordinating walk-in business, & technical issuesGenerated daily blotters and asset reports & monitored all large outgoing transactions for retention

Northbrook, Il

Opened and closed branch and assisted with many daily operations such as monetary controlsActed as a liaison between other managers and tellersIdentified customers' needs and made appropriate product referralsOperated a cash drawer, supervised tellers, and assisted with complex transactions/situationsLed by example and encouraged a team effort to ensure to customers the best possible service

Vernon Hills

Made claim decisions, processed payments and issued checks to beneficiariesResearched cases utilizing insurance applications, underwriting files, medical records, claim forms, invoices, and company-specific manuals to determine contractual liabilityConducted telephone interviews with claimants/agents/medical/legal sourcesCalculated amounts payable on claims according to policy provisions and prepared an explanation of benefits for each claim payment/denialComplied with laws and state regulations, such as claims settlement practices, privacy, interest payable, mandated benefits