Tom Williams Email & Phone Number

Las Vegas, Nevada, United States

Works independently to assist clients in growing their business.-Brought in over $15M in new business deposits within the first six months of entering this role.-Manages regional accounts and select national accounts.-Drives execution of account plans and referral system.-Coaches partners, asking detailed questions to uncover their client’s needs.-Utilizes SPIN training to delve into potential issues the client may not have considered prior to the conversation.

Las Vegas, Nevada Area

Delivered world-class service to clients to complete the auto loan process.-Responsible for the problem resolution of complex auto loans, requiring special attention or extensive research.-Worked directly with senior underwriters to review credit reports for applicants.-Facilitated and submitted 35 pathway corrections that would have otherwise resulted in regulatory concerns.-Reviewed high-risk private party loans, looking for any red flags that may cause risk or fraud… Show more Delivered world-class service to clients to complete the auto loan process.-Responsible for the problem resolution of complex auto loans, requiring special attention or extensive research.-Worked directly with senior underwriters to review credit reports for applicants.-Facilitated and submitted 35 pathway corrections that would have otherwise resulted in regulatory concerns.-Reviewed high-risk private party loans, looking for any red flags that may cause risk or fraud loss.-Responsible for training new hires; developed and led on-the-job training classes.-Managed multiple employee engagement projects. Show less

Developed and maintained client relations to Bank of America employees. Provided exceptional customer service on incoming calls pertaining to Platinum clients’ deposit accounts, credit cards, and online banking.-Averaged 85 booked loans per month with a 61% close rate, 17% above the national average.-Successfully maintained a 99.1% customer service satisfaction rating, 21% above the company average.-Was chosen as the On-The-Job Training Coach.-Cross-trained and served as a… Show more Developed and maintained client relations to Bank of America employees. Provided exceptional customer service on incoming calls pertaining to Platinum clients’ deposit accounts, credit cards, and online banking.-Averaged 85 booked loans per month with a 61% close rate, 17% above the national average.-Successfully maintained a 99.1% customer service satisfaction rating, 21% above the company average.-Was chosen as the On-The-Job Training Coach.-Cross-trained and served as a back-up to the Escalations team. Show less

Las Vegas, Nevada Area

Advise clients with personal banking including, but not limited to servicing, investing in, and opening checking, savings, credit card, and CD/IRA accounts.

Managed and served as a mentor to Regional Customer Service reps, orchestrating sales & alleviating customer concerns.-Ensured the creation & implementation of a competitive customer service strategy to grow the business.-Responsible for national and regional sales; focusing on strategic planning and growth.-Developed and managed the annual budget while maximizing margins.

Solely responsible for overseeing and maintaining warehouse inventory.-Led cross-functional teams to coordinate the shipping and receiving of product. -Provided daily maintenance including management of purchase orders, client returns and exchanges, and customer service issues.

Winthrop Harbor, Il

Key liaison and customer advocate for high value clients.-Generated over $2.5M in manufacturer warranty claims within the first year of employment. -Maintained constant communication and documentation of new purchases with manufacturers, both domestically and internationally. -Coordinated with technicians to execute repairs and relay specific issues to clients.