Simone Ratley
- Role
- Senior Account Executive - (Client Management) at Fiserv
- Location
- Huntsville, AR, US
- LinkedIn followers
- 500 followers
About Simone Ratley
At Fiserv, my focus as a Digital Account Executive is on fostering client relationships…
Experience
Senior Account Executive - (Client Management)
Dec 2013 — Present
Coordinates client meetings to offer expert, individualized service, driving sales and boosting brand loyalty. • Assists customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge. • Cultivates long-lasting client relationships based on trust and solid understanding of business needs. • Effective liaison between clients and internal departments. • Delivers exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences. • Follows-through on all critical inter-departmental escalations to increase client retention rates. • Meets or exceeds established revenue growth goals from the sale of new products and services and by enhancing overall portfolio performance. • Provided accurate information about promotions, customer programs and products, helping drive high customer retention. • Liaises with clients and recommends specific products aligning with financial institution needs, requirements and specifications. • Routinely achieves and exceeds goals for managed territory by 15%
Education
University of Arizona
BA
2008 — 2012
Skills
- Direct Sales
- Cross Selling
- Marketing
- Customer Satisfaction
- Sales
- Treasury Management
- Risk Management
- Mortgage Lending
- Customer Service
- Deposits
- Investments
- Consumer Lending
- Negotiation
- Mortgage Banking
- Banking
- Sales Management
- Business Development
- Executive Management
- Financial Services
- Credit Analysis
- Small Business Lending
- Cold Calling
- Financial Institutions
- Cash Management
- Salesforce.com
- Loan Origination
- Lead Generation
- B2b
- Leadership
- Commercial Mortgages
- Portfolio Management
- Relationship Management
- Commercial Banking
- Lines of Credit
- Management
- Credit Unions
- Sales Prospecting
- Training
- Branch Banking
- Saas
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