Emily Vestal

• Provided comprehensive financial planning services for clients, including investment management, retirement planning, and estate planning.
• Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.
• Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
• Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
• Enhanced client experience by promptly addressing concerns or inquiries related to account transactions or service issues.
• Delivered onboarding training sessions for new Premier Bankers, sharing best practices and fostering a culture of excellence within the team.
• Maintained up-to-date knowledge of industry trends, regulatory changes, and product offerings to better serve clients'' needs.
• Developed and maintained strong customer relationships, providing exceptional service and advice.
• Educated customers on features and benefits of banking products and services.
• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
• Responded to customer inquiries regarding new accounts and account services.

• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Provided exceptional customer service for AT&T cellular, handling online support, warranty inquiries, technical support, and new product orders.

Answered questions asked by bankers assisting clients. Made sure I was up to date on current training and policies to give accurate information.

• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• Responded to customer requests for products, services, and company information.
• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.
• Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
• Assisted customers in navigating company website and placing online orders, improving overall user experience.

• Ensured compliance with organizational policies and procedures during all aspects of the training process.
• Contributed to the improvement of overall training programs by gathering participant feedback and implementing necessary changes.
• Assisted lead trainer in developing customized training materials for different learning styles and needs.
• Served as a reliable resource for trainees seeking additional information or clarification on course topics outside of scheduled sessions.

• Mentored junior team members, contributing to their professional growth and development.
• Established best practices for knowledge sharing, fostering a culture of continuous learning and improvement.
• Streamlined processes to increase efficiency, enabling teams to complete tasks ahead of schedule.