Michael Thal Email and Phone Number
Michael Thal work email
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- Valid
Michael Thal personal email
Highly organized and self-motivatedSuccessful at managing multiple assignments while meeting tight deadlinesEffective communication and interpersonal skillsWell-developed decision making, problem solving, and organizational skillsProficient in Microsoft Office Suite (Word, Excel, Outlook), CRM, Salesforce/TAOS, Lotus Notes, Oracle, Internet, and many other computer system applications and hardwareProven sales record/always exceeding sales goals and deadlinesStrong leadership, team building, motivation, and training skills
Savant Capital Management
View- Website:
- savantwealth.com
- Employees:
- 160
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Client Services Representative IiSavant Capital Management Aug 2017 - PresentWilmette, Illinois
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Contract RepresentativeCanon Solutions America Dec 2012 - Sep 2016Schaumburg, IlCreated 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 -
Personal BankerBmo Harris Bank 2011 - 2012Buffalo Grove, IlResponded 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 -
Client Services SpecialistTd Ameritrade 2007 - 2010Northbrook, IlGenerated 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 -
Lead TellerChase 2005 - 2007Northbrook, IlOpened 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 -
Senior Claims ExaminerAllstate Financial Services, Llc 2001 - 2004Vernon HillsMade 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
Michael Thal Skills
Michael Thal Education Details
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Parks, Recreation And Leisure Facilities Management
Frequently Asked Questions about Michael Thal
What company does Michael Thal work for?
Michael Thal works for Savant Capital Management
What is Michael Thal's role at the current company?
Michael Thal's current role is Client Services Representative II at Savant Capital Management.
What is Michael Thal's email address?
Michael Thal's email address is mt****@****tal.com
What schools did Michael Thal attend?
Michael Thal attended Eastern Illinois University.
What skills is Michael Thal known for?
Michael Thal has skills like Management, Financial Services, Microsoft Office, Portfolio Management, Business Development, Account Management, Customer Service, Sales, Team Building, Team Leadership, Leadership, Marketing.
Who are Michael Thal's colleagues?
Michael Thal's colleagues are Candice Keen, Megan Mcintire, Cae, Cmp, Kevin Principato, Jonathan Lipshutz, Cfp®, Ctfa, Scott Kaiser, Cfp(R), Aif®, Crps®, Marci Ward, Mary Brandon Harrell.
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Michael Thal
Los Angeles County, Ca2sbcglobal.net, gmail.com8 +181839XXXXX
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