Della Bleau

• Manage portfolio of medium size businesses and national corporate relationships to ensure needs are met and confidence in services is maintained.
• Assist business clients with concerns regarding product, reconciliation issues, and service delivery to maintain and enhance client satisfaction.
• Develop and strengthen long-lasting client relationships to ensure customer loyalty, retention and confidence in our services.
• Educate clients on new products or services to increase customer engagement with brand.
• Previous positions within Fiserv included Relationship Manager managing assigned portfolio of partner relationships within geographic region with focus on Customer Service, portfolio growth, and client retention.
• Deliver sales and product presentations to clients and senior decision makers as required

• Developed client base with use of social media, social group connections, and client referral.
• Organized trips for individuals, families, social groups, and special events.
• Worked closely with clients to understand unique needs and meet specific travel desires.
• Handled sensitive information with professionalism and discretion.
• Researched and developed itineraries for all inclusive sun vacations as well as complex European and other international destinations.
• Maintained accurate accounting records and provided timely and accurate itinerary and invoicing documents
• Ensured clients were aware of travel requirements, restrictions, and general travel recommendations to ensure safe and worry-free travel
• Attend agent familiarization trips as available to enhance knowledge of destinations offered.

• Performed various roles within time at CUETS
• Dept Manager (multiple departments) including staff management, customer satisfaction, department procedure development
• Project management team member for implementation of overall system conversion
• Business analytics specialist - acting as liaison to connect operations teams with data and technical teams. Ensuring needs of business unit were clearly outlined to technical and data teams to ensure business needs were met.
• Led restructuring of organization internal processes, resulting in improved performance.

Primary positions of note within this time period included

• Member Services Supervisor
• Mutual Fund representative
• Loans Officer