Robert Dees Email & Phone Number

Sacramento, Ca, Us

Greater Sacramento

Greater Sacramento

Woodland, California, United States

Northern California/Northern Nevada

Sacramento, California Area

Provide full-service banking to high value clients and oversee a portfolio of simple and/or packaged-product account relationships. Consult with clients regarding financial needs, recommend product/solutions, and financial services to meet those needs. Additionally, resolve inquiries, open and service accounts within authorized limits such as checking, savings, credit/loan and identify and refer investment opportunities. Partner and/or act as a liaison to other internal departments. Cross-sell products and services to existing clients. Continually build a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs.

Westlake Village, California

As a Personal Banker Registered (SAFE) 2, build long-term relationships with existing and new Wells Fargo high value clients ensuring retention and exercising excellent customer service in all client interactions. Key responsibility is to identify and offer packaged product solutions, proactively suggest product solutions and services, and initiate partner referrals that meet the clients needs and financial goals. In addition, may reach out into the community by visiting businesses, make outbound calls to clients, and conduct educational seminars in the community. Special emphasis is placed on providing clients with personal financial reviews and lending service. Develop and maintain strong relationships with Wells Fargo partners to maximize client solutions. Additional focus to assist clients with investment solutions. This starts with assessing the client's needs and recommending investments, retirement, insurance, and WellsTrade solutions. Engage Financial Advisor partners to help deliver the right solutions for clients to succeed financially.

Thousand Oaks, California

Manages a premier/excellent household client portfolio and proactively cross-sells additional products through referrals and outbound calling with the goal of acquiring 100% of the clients' financial services business. Special emphasis is placed on providing clients with personal financial counseling and lending service. Gain new clients through outbound calls (in-person and telephone) and partner referrals. Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve sales standards. • Assists clients with all aspects of their banking needs via telephone or written communication.• Responds to inquiries involving personal checking/savings accounts, credit card applications, insurance needs, Home Equity Line of Credit with personal lines/loans.• Coordinates mailings and fulfillment requests.• Works on special projects.• Proficient in all basic customer service areas; performs all types of moderately complex function. Analyzes problems and provides information and solutions.• Operates a PC/image station to obtain and extract information; documents information, activities and changes in the database.• Develops and maintains positive client relations and coordinates with various functions within the company to ensure client requests and questions are handled appropriately and in a timely manner.• Researches and analyzes data to address operational challenges and customer service issues.• Provides external and internal clients with requested information. Proficient in all customer service functions. Receives and places follow-up telephone calls/e-mails to answer client questions.• Handle escalated calls that require special attention to ensure that the client remained happy and was totally satisfied with the service and outcome provided.Recognition: President’s Club recipient, Leadership giver, Customer recognition letters, WOW scores, Personal Emotional Connections article on Teamworks

Excellent communication skills. Able to interpret customers’ descriptions of their vehicle problems and translate those into clear instructions for service technicians. Good diagnostic skills to identify service requirements and assess the work of technicians. Excellent customer service skills to deal with any customer concerns or complaints.Responsible for recruiting a team of technicians with the skills and qualifications to carry out the type of servicing and repairs offered by the auto shop. Supervise technicians’ performance and arrange training programs to keep the team’s skills up to date. Prepare schedules and plan staff duty rotations to ensure that servicing and repairs are completed as quickly as possible. Select equipment, such as diagnostic tools, that will improve quality and productivity in the service department.Responsible for maximizing revenue by attracting more customers or increasing the value of each service job. Develop promotional campaigns to encourage owners to choose the shop for their next service or repair. Contact existing customers when their next scheduled service is due. When a vehicle is in for repair, ensure that a member of the team inspects it to identify any additional work required.Ensure the highest levels of customer satisfaction so that owners continue to return to the shop for future work. Identify aspects of the business that affect customer satisfaction, such as opening times, availability of courtesy vehicles or collection and delivery services, accuracy of costs, and quality of work. Ensure that all members of the team understand the importance of customer satisfaction and develop training programs to improve customer service standards.

Education record

Education record

Activities and Societies: Bakersfield College Chamber Singers

High School Diploma, High School/Secondary Diplomas And Certificates

Activities and Societies: Choir, Band, Football, Baseball, Yearbook